Our panel shares their insights & experience around how they are using integrations to get more out of their Inbound Marketing. The highlighted use cases are: -Connecting HubSpot to any CRM - How HubSpot aligns with CRM systems such as NetSuite, Microsoft Dynamics or Zoho CRM. Includes how HubSpot CRM works hand in hand with these "back office" CRMs. -Connecting Multiple HubSpot Portals - Exciting use cases for leveraging multiple HubSpot to enable larger teams with multiple geographies or lines of business. -Connecting HubSpot & Cvent - How HubSpot customers are leveraging the power of Cvent to manage events through HubSpot Timelines.

1. 3 Amazing HubSpot Integrations
Tuesday
January 31, 2017
to Get More Out of Your Inbound Marketing

2. Hi! I’m Zak.

3. Agenda
• Introductions
• HubSpot - CRM Integration
• HubSpot Multi-portal Integration
• HubSpot & Event Systems (featuring Cvent)
• Q&A

4. Today’s Speakers
Amanda Matt Taylor

5. HubSpot - CRM Integrations
Amanda

6. Why Connect HubSpot & CRM
Deliver leads
to sales
Visibility
for sales reps
Targeted
marketing
Generate full
funnel analytics
Ensure leads move smoothly
without manual work
Get reps key info on prospects &
customers, in a format easy for them
Make your marketing more effective
with targeted messages & offers
Tie sales outcomes (new customers,
revenue) back to marketing
1 2
3 4

7. Overview of HubSpot - CRM
Integration
CONTACTS/LEADS
OPPORTUNITIES
CONTACTS &
ACCOUNTS
MQLs (once qualified)
Lead created by sales
Opportunities sync to
enable full funnel
analytics
Populated in HubSpot
(smart lists & workflows)

8. Sales
Rep
Visibility

9. Full Funnel Analytics

10. HubSpot-CRM Integrations
Top Three Tips
Ensure process takes
into account sales reps
also entering leads in
CRM
Get key HubSpot
intelligence to sales –
keep it simple and make
it available in their CRM
interface
Closed loop lead-to-
opportunity reporting is
powerful for marketing

11. HubSpot Multi-Portal Integrations
Matt

12. Why Multi Portal Integrations
• Your business has different websites and/or teams
serving customers with varied personas and buying
processes
• Multiple product lines
• Multiple brands or lines of business
• Multiple geographies

13. Overview of HubSpot Multi-Portal
Integration
Line of Business 2

14. HubSpot Multi-Portal Integrations
Top Three Tips
You need a master
system: HubSpot portal
or CRM
Tag the system of origin
in a shared field
Create checkbox fields
to indicate which
system(s) a specific
record is part of for
cross-team reporting
and visibility

15. HubSpot - Event Systems
Taylor

16. Why Connect HubSpot & Cvent?
• Your business has different websites and/or teams
serving customers with varied personas and buying
processes
• Multiple product lines
• Multiple brands or lines of business
• Multiple geographies

17. Connecting
Inbound Marketing & Event Marketing
• Carry momentum from events to marketing & sales
teams for follow up
• Tailor event follow up (prospect, customer, partner, etc.)
• Tag marketing automation data based on what you learn
about person at the event
• Track impact of your events

18. Overview of HubSpot-Cvent
Integration
CONTACTS/LEADS
REGISTER
ATTEND
SESSIONS
Bi-directional sync:
multiple events recorded
in HubSpot
(no duplication)
Updates HubSpot
contact record

19. HubSpot - Event Systems
Top 3 Tips
Visualize on HubSpot
timeline
Ensure multiple events
don’t cause duplicates
Follow up during events
- Speed matters!

20. Audience Question:
Which of these topics would you like to
have a follow up discussion around?
• HubSpot-CRM integration
• Multiple HubSpot portals
• HubSpot-Cvent integration
• Other integrations
• No follow up at this time

21. Q&A
Amanda Matt TaylorZak

22. Visit bedrockdata.com/hubspot
• Integrations
pairings for
CRMs, Events,
Webinars, and
more
• Power Users
Series
• Best Practices
content

23. THANK YOU!
Feel free to email me:
zak@bedrockdata.com