1CRM are delighted to be able to offer a brand new HubSpot integration for your 1CRM instance. Developed and support by our largest global partner Visual4, this integration is available by clicking the button below for more information.
1CRM HubSpot Integration Features
Hubspot to 1CRM
When leads convert through HubSpot forms and landing pages, the integration searches CRM for an existing target, lead, account or opportunity with a matching Hubspot id or email. If no match is found, a new entry is inserted in 1CRM, based on the lifecycle of the HubSpot Contact. If the search returns a matching record, the existing record in 1CRM is updated with the mapped HubSpot fields.
Based on the lifecycle stage of the HubSpot Contact, a range of different records will be created in 1CRM:
1CRM to HubSpot
As targets, leads and accounts are inserted or updated by 1CRM users, the integration will create/update those records to HubSpot. Records are matched by the unique HubSpot id. If that’s missing, they are matched by email address.
Add Contacts to Nurturing Campaigns
1CRM Users can add leads to a HubSpot nurturing campaign from CRM. The nurturing campaigns, workflows, and email content are managed and tracked in HubSpot. The sync/timing between the actual campaigns from HubSpot and the Campaigns list in 1CRM can be done manually or by the server automatically.
Standard Field Mapping
All the HubSpot fields relating to Contact, Company, Social Media, Web Analytics History and Conversation Information are fetched and inserted in the 1CRM counterpart.
Custom Fields Mapping
Custom field mappings are predefined at installation, but can be modified later on if requirements change.
Sending Emails from 1CRM with Custom Record Owner Info through HubSpot
By updating Hubspot Contact’s record owner information, each email can be customized to be sent from the user that started the action. Each email template that is intended to appear in 1CRM must first be created and configured, along with a workflow in HubSpot. The setup and configuration of email templates and workflows is done exclusively in HubSpot.
Retrieving HubSpot Contact Emails
All the emails sent by HubSpot are copied into 1CRM, and linked to the appropriate target, lead or account record.
To begin, you will need to have an active subscription to 1CRM Enterprise Edition, Release 8.6 and later and an active HubSpot Professional Edition account.
Note: only HubSpot Professional Edition is supported with this integration, users with other HubSpot packages should contact firstname.lastname@example.org before continuing.
A technical guide on how to get your 1CRM to HubSpot integration started can be found here. Contact us if you have any questions.