Improve Your Customer Processes
The flexible integration between Exact and HubSpot
Connect HubSpot and Exact Synergy so that marketing, sales, and service teams always work with the same up-to-date customer information. Contact information is automatically synchronized, duplicate entries are eliminated, and processes are better aligned. This not only improves collaboration between teams but also enhances the quality of your customer data.
Why Connect HubSpot?
HubSpot supports organizations in marketing, sales, customer service, and CRM. Exact Synergy serves as the central platform for customer information and collaboration. By integrating the two systems, employees always have access to up-to-date data without having to manually transfer information.
The HubSpot Connector was developed for organizations that use HubSpot for marketing, sales, or customer service and rely on Exact Synergy as their central CRM environment. The integration is ideal for organizations that want to automatically synchronize their customer data and always work with up-to-date information in both systems.
Integrate Exact and HubSpot
Our connector ensures seamless integration between Exact Synergy and HubSpot. Want to learn more about the HubSpot Connector? Please contact us.
Who are our customers?
We work for the following clients, among others. Here is a selection of organizations that rely on our expertise.
How does the HubSpot Connector work?
The HubSpot Connector serves as the link between HubSpot and Exact Synergy. Contacts, companies, leads, and other relevant data are automatically synchronized, ensuring that both systems always use the same up-to-date information. You decide which data is exchanged, so the integration aligns with your processes.
During synchronization, the connector checks and validates the data. Changes are automatically processed according to the selected configuration, ensuring that the information in HubSpot and Exact Synergy remains consistent.
Features of the HubSpot Connector
- Synchronization of contacts, companies, and other relevant data.
- Leads with the status Sales-Qualified Lead Automatically create as a prospect in Exact Synergy.
- Automatic data validation during synchronization.
- Periodic synchronization, for example, every 15 minutes.
- Support for additional fields and specific contact groups.
- Deal information from HubSpot is available within the Exact environment.
Get More Out of HubSpot and Exact
Enrich Profile Data
With the HubSpot Connector, contact information is imported into Exact Synergy and HubSpot are automatically synced. This ensures you always have the most up-to-date data. There are various options for profile enrichment, such as automation flows, content downloads, event registrations, and/or statistics. A connection saves time, prevents errors, and offers many opportunities.
From Lead to Customer
New leads are generated through website forms, downloads, campaigns, or other interactions in HubSpot. The HubSpot Connector automatically links these to the correct contact in Exact Synergy, ensuring that marketing and sales always have access to up-to-date customer information. When a lead reaches the Sales Qualified Lead status, it can be automatically created as a prospect in Exact Synergy. This ensures a smooth handoff from marketing to sales, eliminates manual work, and allows for faster follow-up on leads.
Customer information that's always up to date
Automatically sync your data, making the use of separate export and import lists a thing of the past. With the HubSpot Connector, new and updated contacts in Exact automatically become new and updated contacts in HubSpot. If a contact expires in Exact, the permission to email that person is disabled in HubSpot.
A Single, Comprehensive View of the Customer
With our HubSpot Connector, interactions with leads and customers are consolidated in Exact. Just imagine: all your marketing, sales, and service information in one place! This gives you an at-a-glance overview of a person’s interests, potential opportunities, and any issues that may arise.
What are the benefits of the HubSpot Connector?
With the HubSpot Connector, you’ll always be working with up-to-date customer, contact, and lead data in both HubSpot and Exact Synergy. This helps you avoid duplicate entries, reduces the risk of errors, and saves you time on manual administrative tasks.
Because data is exchanged automatically, marketing and sales always have access to the same information. This improves collaboration between departments and prevents business opportunities from being lost due to outdated or incomplete data.
Lead follow-up also becomes more efficient. Relevant lead information is immediately available in Exact Synergy, allowing sales teams to respond more quickly to new opportunities. At the same time, validations and checks help ensure data quality.
The result is a more efficient process, better control over customer information, and a reliable foundation for the continued growth of your marketing and sales activities.
Looking for a different CRM integration?
Do you use other CRM or marketing software and want to integrate it with Exact? We’d also be happy to explore which integration works best with your systems and processes for solutions such as ActiveCampaign, Spotler, Mailchimp, Salesforce, or Microsoft Dynamics 365.
Our Add-ons
Under the Solutions brand, we develop add-ons for Exact Globe and Exact Synergy. These allow you to expand your Exact environment with integrations and features that align with your organization’s processes.
Curious about what the HubSpot Connector can do for your organization?
Would you like to seamlessly integrate HubSpot and Exact Synergy? We’d be happy to show you how the connector fits into your processes and which data is automatically synchronized. This way, you’ll get a solution that fits your organization and the way you work.
Tim Kraan
Alistar
Frequently Asked Questions
Are you curious about how this solution can enhance your Exact environment? Check out the answers below to frequently asked questions about the integration, features, and capabilities within Exact.
What is the HubSpot Connector?
The HubSpot Connector ensures seamless integration between HubSpot and Exact Synergy. As a result, contact information is automatically exchanged, and both systems always have up-to-date information.
What data is synced between HubSpot and Exact?
With the HubSpot Connector, new and updated contact information is automatically synchronized between HubSpot and Exact Synergy. This ensures that marketing, sales, and service teams always work with the same customer information.
Why integrate HubSpot with Exact?
By integrating HubSpot and Exact, you can improve collaboration between marketing, sales, and customer service. You’ll also gain deeper insights into customer behavior and improve the quality of your data.
How does the HubSpot Connector help with lead generation?
Leads that come in through HubSpot forms, landing pages, or calls to action can be processed directly in Exact. This allows the account manager to follow up on new opportunities more quickly.
Can the HubSpot Connector save time?
Yes. The connector automates the exchange of data between HubSpot and Exact, eliminating the need for manual export and import files. This saves time and prevents errors.
Will the HubSpot Connector replace my CRM system?
No. The connector does not replace a CRM system, but it ensures that HubSpot and Exact work together more effectively. This keeps the data in both systems up-to-date and consistent.
What happens when a contact changes in Exact?
When a contact is updated in Exact, that change is automatically reflected in HubSpot. This ensures that both systems remain in sync and up to date.
Can I view customer interactions in Exact?
Yes. The HubSpot Connector brings together marketing, sales, and service interactions in Exact. This gives you a more complete view of your customers from a single platform.
Which organizations might be interested in the HubSpot Connector?
The HubSpot Connector is suitable for organizations that use HubSpot for marketing and lead generation and use Exact as their CRM or business platform. Integrating the two systems creates a single, centralized source of customer information.
Is all data synchronized automatically?
No. The data that is exchanged depends on how the connector is configured. This allows the integration to be tailored to your processes and needs.
Want to learn more about Exact solutions in practice? Follow Alistar: Exactly on LinkedIn.