Unleash the Power of HubSpot Integrations

Connect, Automate, and Grow Like Never Before

HubSpot Custom integrations allow you to connect the robust capabilities of HubSpot's marketing, sales, and service platform with your existing systems like ERPs, custom applications, and more.

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Why Integrate Your Systems with HubSpot?

Integrating HubSpot with your external systems creates synergy that streamlines your workflows and empowers your team. This leads to increased efficiency, reduced manual tasks, and better decision-making, driving your business growth forward.

Streamlined Workflows

  • Integrate tools for streamlined, interconnected workflows.
  • Automate mundane tasks to ensure consistent operation across systems.

Unified Data

  • Centralize data for a unified view across platforms.
  • Improve decision-making with accurate, up-to-date information.

Enhanced Customer Insights

  • Use integrated analytics to track customer behavior and trends.
  • Make data-driven decisions for better customer experiences.

Flexible Solutions for Every HubSpot Tier

At Digifianz, we believe every business deserves seamless integrations, regardless of their HubSpot subscription. While higher-tier plans offer advanced features like serverless functions and CRM UI customizations, upgrading isn’t always feasible. That’s why we provide innovative solutions to bridge the gap:

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Cloud-Based Integrations

We utilize trusted cloud services like AWS Lambda and Google Firebase Cloud Functions to develop custom integrations that extend your HubSpot capabilities.

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Tailored Functionality

Our team crafts solutions that mimic higher-tier features, ensuring you get the most out of your current plan.

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Scalability

As your business grows, our integrations are designed to scale with you, and can seamlessly adapt if you decide to upgrade your HubSpot tier in the future.

Our Proven Integration Process

At Digifianz, we've refined a comprehensive process to ensure your custom HubSpot integration is a success:

Select the stage

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Discovery Phase

The goal of this stage is to determine if an integration is truly necessary by gaining a clear understanding of your needs to provide the best possible recommendation going through a short meeting.

 

Key Questions:

  • What does your current process look like?
  • What issues are you facing with the current process?
  • How do you expect the process to improve through integration with HubSpot?

 

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Feasibility Phase

In this step, we will assess whether the integration is feasible. To do this, we ask that you complete a form with more technical questions, which may require consulting your technical team.

After gathering this information, our team will review the technical details to determine any potential challenges or limitations with the integration. This evaluation helps us identify necessary resources, timeframes, and any additional requirements to ensure the integration aligns with your systems and meets your needs effectively.

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Quoting Phase

At this stage, we’ll clarify the following details with you: the number of objects you wish to synchronize, as well as the complexity and volume of properties to be synchronized. If you previously attempted an integration, we’d like to understand any issues that arose in order to plan for a more successful implementation.

Additionally, if you’re already using HubSpot, we’ll take into account any active configurations or integrations that could impact the new integration process.

This structured approach helps us avoid unanticipated challenges, ensuring that the quotation reflects the precise scope and resources necessary for a successful integration tailored to your needs.

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Kick Off Phase

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To ensure a successful integration, we will align on key elements like timelines, properties, and authorizations. It’s also essential to confirm what a successful integration means for you. Sharing an overview or video of your current process can help clarify expectations, and we’ll set a clear communication plan to avoid any missteps during implementation.

We’ll then define object relationships and naming conventions across both systems, focusing on key objects like Contacts, Companies, Deals, and Tickets in HubSpot. Additionally, we’ll map the properties between systems to ensure data consistency and define actions for data transfer. Whether through webhooks for automatic updates or API calls, we’ll outline each step needed to keep information aligned seamlessly across platforms.

Once actions and properties are defined, the development team will create a comprehensive diagram of the entire process, which will be shared with you for approval. This diagram will include:

  • The systems involved
  • Processes for each object
  • Detailed steps for each stage, specifying the teams involved and actions to be taken

Additionally, this document will contain any requests generated by DFZ and links to functions that need to be implemented.

These settings are handled simultaneously, as they require close collaboration.

Implementing Properties:

We’ll configure the necessary properties in HubSpot, including any specialized or sensitive fields, with safeguards in place. Large datasets can be populated via API within data limits. Property definitions will align with your marketing and sales needs to ensure seamless integration.

Configuring Both Systems:

For the external system, provide API documentation, access tokens with required authorizations, and a test environment if possible. Include functionality details for any external tools. For HubSpot, the dev team will set up private apps and assign necessary scopes for integration.

This stage includes setting up the necessary code and configurations to support the integration with HubSpot. We’ll prepare all required requests, including the necessary tokens and access methods, and document them in the process diagram for clarity. If using a cloud server service like Google or AWS, we’ll organize the code and provide access in a dedicated client folder. For new cloud accounts, we’ll guide you on setting up billing information, and endpoint installation will follow our agreed terms.

During this stage, we’ll perform code testing with internal endpoints to ensure error handling and smooth operation. Testing will focus on handling empty or null data, managing connection errors, verifying function timing and execution, ensuring proper authorization for endpoints, and adding clear code comments for future maintenance. Once these checks are complete, a non-developer team member will run additional tests to validate the process from an external perspective.

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QA Phase

In this stage, we’ll conduct joint testing with you, ideally on a call where we can walk through the testing process, demonstrate DFZ’s test functions, and finalize the implementation of code and requests. We’ll also run tests on the complete setup. Ideally, this session will be recorded, or we’ll obtain your confirmation that the tests were successful.


Support and Monitoring Period:

To ensure the integration is fully functional, we offer support for 2 weeks post-implementation, depending on the complexity of the project. During this time, we’ll address any issues directly related to the integration as initially agreed, provided there are no client-side changes to the code or system. Please provide a video or screenshots of any errors encountered, along with specific details of when and where they occurred, to help us troubleshoot efficiently.

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Offboarding Phase

During the client’s QA period, DFZ will prepare and deliver comprehensive documentation to support the ongoing use of the integration. This package will include:

  • Specific links to HubSpot documentation for continued support
  • Explanation of relevant code, if applicable
  • Video walkthrough covering the general functionality
  • Process diagrams in PDF format

This documentation provides everything needed for a seamless transition and smooth operation of the integration.

Have Questions? We have answers

If you don't find what you're looking for, get in touch — we would be happy to help you!

What is a Custom Integration with HubSpot and Why Do I Need It?

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A custom integration connects HubSpot with other systems your company uses (such as CRM, ERP, e-commerce platforms, etc.) to enable automatic data sharing. This is essential if you want to optimize processes, reduce manual errors, and have a unified view of your customers and operations.

Which Systems or Platforms Can I Integrate with HubSpot?

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You can integrate almost any system or platform with HubSpot, as long as they have an available API (interface that allows system integration). This includes CRMs, ERPs, inventory management systems, e-commerce platforms, marketing tools, internal applications, and more.

What Happens If My System Doesn't Have an API?

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If your system doesn't have an available API, we will explore other options, such as using CSV files to exchange data or developing a custom API if feasible. We can also consider using third-party integration tools that might facilitate the connection. Ideally, we would schedule an exploratory call to provide you with more tailored advice.

What Information Do I Need to Provide to Request a Custom Integration?

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To request a custom integration, you should provide details such as:

  • The systems you want to integrate with HubSpot.
  • The types of data you want to synchronize (contacts, deals, tickets, etc.).
  • The direction of data flow (one-way or two-way).
  • Any specific requirements, such as synchronization frequency or data filters.
  • Information about your technical team responsible for the system and contact details for them.

How Long Does It Take to Develop a Custom Integration?

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The time required to develop a custom integration can vary depending on the project's complexity. For simple integrations, the estimated time may be 1 to 2 weeks. For more complex projects that require advanced business logic or multiple systems, it can take 4 to 6 weeks or more.

What Are the Costs Associated with a Custom Integration?

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Costs can vary widely depending on the integration's complexity and the project's specific requirements. Typically, pricing is based on development time and the necessary support hours. It's important to have an initial meeting to define the project scope and provide a more accurate estimate.

How Do You Ensure Data Security in a Custom Integration?

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We take data security very seriously. We implement best security practices, such as OAuth authentication, data encryption in transit, and regular security audits. Additionally, we ensure compliance with applicable privacy and data protection regulations, such as GDPR.

Can I Change or Expand the Integration in the Future?

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Yes, our integrations are designed to be scalable and flexible. You can expand or modify the integration in the future as your business or technological needs evolve.

What Should I Consider Before Starting a Custom Integration?

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Before starting, it's important to have clear objectives for what you want to achieve with the integration, the systems you want to connect, the types of data you need to synchronize, and any special requirements. It's also helpful to consider the internal resources that may be involved and how the integration will impact your current processes.

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