Are you finding it hard to keep track of everything in your business when using different tools, apps, or software?

No worries, it’s a common problem.

Trying to manage customer information, sales, and marketing across separate systems can cause mix-ups and missed chances. Jumping between different apps wastes time and can lead to mistakes in your data.

What if you could bring everything together in one place, make some tasks happen automatically, and see all your customer information at once?

If you’re familiar with HubSpot integration, you might already know it can connect your existing tools with HubSpot’s customer management system.

But there’s more to explore.

This guide digs deeper into HubSpot integrations, showing you how they can improve your work speed, data accuracy, and business insights.

We’ll walk you through various integration options, their potential impacts, and how to choose the right ones for your specific needs.

Whether you’re looking to enhance your current setup or discover new possibilities, this guide will help you make the most of HubSpot’s integration capabilities.

So without further ado, let’s get to it.

What tools does HubSpot integrate with?

HubSpot integrates with a plethora of third-party tools and applications, facilitating seamless functionality across various business needs such as sales, marketing, customer service, and more.

Findmycrm mentions in their blog post that HubSpot App Marketplace features over 1,000 integrations. 

This means that there will be a big chance that HubSpot can connect to any software or platform that your business may already be using.

Some of the notable software that can be integrated with HubSpot are

PSA Software

• ConnectWise and Autotask: Sync project management, time tracking, and billing data with HubSpot for professional services businesses
• Accelo: Integrates client work, projects, and service delivery information with HubSpot’s CRM data

Email Integrations

• Gmail and Outlook: Enable email tracking, logging, and calendar syncing directly with HubSpot for streamlined communication
• Mailchimp: For managing email campaigns and tracking performance directly within HubSpot

Project Management Tools

• ClickUp, Monday.com, and Asana: These tools assist in managing projects, task assignments, and overall team collaboration linked with HubSpot data

Marketing and Analytics Software

• Google Analytics and SEMrush: For comprehensive data analysis and tracking website performance, sync relevant metrics with HubSpot
• Canva and SurveyMonkey: For creating visual content and collecting customer feedback seamlessly integrated with HubSpot workflows

E-commerce Platforms

• Shopify and WooCommerce: These are essential for managing online sales, tracking customer data, and integrating e-commerce transactions directly to HubSpot

Communication and Scheduling Tools

• Zoom and Slack: Enhance real-time communication and scheduling capabilities, syncing meeting details and notes with part of your HubSpot dashboards
• Calendly: Automates scheduling while updating HubSpot records without manual entry

Automation Platforms

• Zapier: Connects HubSpot with thousands of apps for custom automations without coding, aiding users in reducing manual tasks

More in Nexalab’s blog: HubSpot Google Analytics Integration: Things You Need to Know

How to Integrate HubSpot With Any of Your Software

Connecting HubSpot with your existing software can be done in three main ways: native integrations, custom API integrations, and third-party platforms. Each method has its own advantages and considerations, depending on your specific needs and technical resources.

Native Integrations

HubSpot’s App Marketplace is the go-to place for native integrations. It offers a wide range of pre-built integrations that are easy to set up and use.

These integrations are developed either by HubSpot or the partnering software companies, ensuring compatibility and regular updates.

Most of the popular software integrations are available in the App Marketplace, like:

• Slack for team communication
• Zoom for video conferencing
• Salesforce for CRM
• Shopify for e-commerce
• LinkedIn for social media marketing

Also, integrating HubSpot with that popular software is as simple as just visiting the App Marketplace, finding the app you need, and clicking the “Connect” button.

While native integrations from the HubSpot App Marketplace are generally easy to set up and use, it’s important to be aware of their potential limitations.

For example, a native integration between HubSpot and a social media platform typically allows for basic functions like post scheduling and tracking engagement metrics.

However, it may not offer more advanced features such as detailed audience segmentation or comprehensive content performance analytics.

Custom API Integration

While native integrations cover many needs, sometimes you might require a more tailored solution. 

This is where custom API integrations come in.

However, it’s important to note that this method requires technical expertise in working with APIs and programming.

Creating a custom integration involves using HubSpot’s API to build a connection between HubSpot and your other software. This process can be complex and time-consuming, especially if you’re not familiar with API development.

When considering a custom API integration, there are several factors to keep in mind:

1. Development Time and Cost: Custom integrations often require significant time and resources to design, develop, and test. This can impact your project timeline and budget.
2. Maintenance and Scalability: Unlike native integrations, custom solutions require ongoing maintenance to ensure they continue to function properly, especially when either HubSpot or the connected software updates their systems. It’s also important to design them with scalability in mind to accommodate future growth.
3. Security and Compliance: When building custom integrations, you need to carefully consider data security and ensure that your solution complies with relevant data protection regulations.
4. API Limits: HubSpot and other platforms often have API call limits. Your custom integration needs to be designed with these limits in mind to avoid disruptions in data flow.
5. Flexibility and Customisation: Custom API integrations offer the highest level of flexibility, allowing you to tailor the solution precisely to your business needs and processes.

If you’re considering a custom integration but lack the technical skills in-house, it’s worth consulting with integration experts like Nexalabs. 

Integration experts specialise in creating custom integrations for HubSpot and can help you develop a solution that perfectly fits your business needs.

Third-Party Platforms

Third-party platforms offer a middle ground between native integrations and custom API solutions.

These platforms, often called Integration Platform as a Service (iPaaS), provide a way to connect different software systems without extensive coding knowledge.

Some popular third-party platforms for HubSpot integration include Zapier, Integromat (now Make), Automate.io, and PieSync.

These platforms typically work by connecting to both HubSpot and your other software, allowing you to define triggers and actions, and then automating data transfer or actions based on your defined rules.

It’s generally faster to set up compared to custom API integrations and offers more flexibility than native integrations. You can create complex workflows without coding, and you have the option to integrate with a wide range of applications.

However, it’s important to note one significant limitation of third-party integration platforms: their subscription model.

Many of these services charge based on the number of automation tasks performed, often referred to as “tasks” or “operations.”

This means that as your usage increases, so does your cost. 

So, if your businesses have high volumes of data or frequent integrations, this can lead to escalating expenses.

5 Tips and Best Practices for HubSpot Integration Process

Integrating HubSpot with other tools can improve your business processes. Here are five tips to help you integrate HubSpot effectively:

1. Define Clear Integration Objectives

Before you start, decide what you want to achieve with the integration.

Think about the problems you’re trying to solve and which processes you want to automate. Having clear goals will help guide your integration and measure its success.

For example, you might want to sync customer data between HubSpot and your e-commerce platform or automate your email marketing based on customer actions in your CRM. Write down these objectives and discuss them with your team to ensure everyone is on the same page.

2. Audit Your Data and Processes

Review your current data and processes.

Figure out which data needs to be shared between systems and how your workflows will change. Make sure your data is clean and organised before you start the integration to avoid problems later.

This might involve standardising data formats, removing duplicate entries, or updating outdated information. Pay special attention to how customer data is structured and labelled in each system to ensure smooth data transfer.

3. Choose Your Integration Method Carefully

Pick the integration method that works best for you.

This could be native integrations, third-party platforms, or custom API integrations. Consider your technical skills, budget, and future needs when making this choice. If you’re not sure which method to use, start by checking HubSpot’s App Marketplace for native integrations.

If you can’t find what you need there, look into third-party integration platforms. Custom API integrations should be your last resort if you have very specific needs that can’t be met by other methods.

4. Plan for Data Security and Compliance

Make sure your integration follows data protection rules.

Check the security of any tools you’re using and set up proper data access controls. Ensure you’re complying with relevant regulations like GDPR or CCPA.

This might involve setting up data encryption, implementing user authentication, or creating data handling policies. Don’t forget to update your privacy policy to reflect any new data sharing or processing activities resulting from the integration.

5. Test Thoroughly and Monitor Continuously

Before fully implementing your integration, test it thoroughly.

Start with a small amount of data to check for accuracy. Once it’s live, keep track of how well it’s working. Regularly check and update your integrated systems to make sure they continue to meet your needs as your business grows.

Set up a testing schedule and create test scenarios that cover all aspects of your integration. After launch, use HubSpot’s reporting tools to monitor the performance of your integration. Look for any unexpected data changes or workflow issues.

Be prepared to make adjustments as needed to optimise your integration over time.

Remember, integration is an ongoing process. As your business evolves, your integration needs may change. Stay flexible and be ready to adapt your integration strategy as necessary.

More in Nexalab’s blog: HubSpot Email Marketing Automation, Overview, Set Up Guide, and Tips to Maximise It

Conclusion

Integrating HubSpot with your other business tools can significantly improve your efficiency and data management. While there are various methods to achieve this integration, choosing the right approach and implementing it correctly is crucial for success.

Whether you opt for native integrations, third-party platforms, or custom API solutions, it’s important to carefully consider your specific needs and resources.

Are you looking for expert assistance with your HubSpot integration?

Nexalab App Integration services can help. Our team specialises in creating tailored integration solutions that seamlessly connect HubSpot with your existing systems, ensuring smooth data flow and optimised workflows. Contact us today to discuss your HubSpot integration needs. Nexalab is always ready to support your project.