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
- 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
- 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.