Sugar Integrate for HubSpot enables the synchronization of lead information between the two systems, creating a closed loop lead-to-opportunity flow. With SugarBPM, the customer can also automate the routing of qualified leads to sales reps in Sugar through own more sophisticated routing rules. The Integrate workflows will provide sales visibility into a lead’s engagement history and synchronize account and opportunity information from Sugar to HubSpot
Key Integration Features
- Automatically sync Leads, Contacts between two systems bi-directionally
- Accounts & Opportunities are sync’d back from Sugar to HubSpot
- Engagements (Tasks, Notes, Calls, Meetings) are archived to Sugar Tasks of different types.
- Accounts, Opportunities and Engagements are configurable and can be enabled or disabled
Benefits
- Eliminates lost and mishandled leads between marketing and sales
- Ensures sales and marketing have up to date lead/contact information
- Provides handover of high quality nurtured/qualified leads from marketing directly to Sugar reps
- Facilitates higher quality sales conversations with insight into lead engagement with marketing tactics
- Enables measurement of marketing campaign ROI and contribution to revenue
Capabilities
- HubSpot Contacts can be configured to sync to Sugar as a Lead based on lead score thresholds OR when checkbox field "Sync to Sugar" is checked, enabling faster sales response.
- Accounts sync one way from Sugar for synced Contacts to HubSpot Companies.
- Opportunities sync one way from Sugar for synced Contacts to HubSpot Deals.
Sugar Opportunity types are also configurable. - HubSpot Engagements sync one-way from HubSpot to Sugar Tasks, providing holistic view of lead lifecycle.
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