Engine9

Developer:

Hubspot

Plugin Features

About

HubSpot is a Customer Relationship Management (CRM) platform designed to help businesses grow and manage customer interactions. It provides a suite of tools for marketing, sales, customer service, content management, and operations, all aimed at improving customer engagement and streamlining business processes.

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Key Features of HubSpot:
- Marketing Hub: Tools for email marketing, social media management, content creation, SEO, and marketing automation.
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- Sales Hub: Features for tracking leads, managing pipelines, automating sales tasks, and engaging prospects effectively.
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- Service Hub: Tools for managing customer inquiries, support tickets, knowledge bases, and customer feedback.
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Content Hub: A content management system for building and managing websites, landing pages, and blogs.
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Operations Hub: Tools for data synchronization, automation, and reporting to ensure smooth operations.
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Commerce Hub: B2B commerce software designed to help you collect payments and automate billing.

Use this plugin to:

Users can easily migrate HubSpot CRM deals, leads, contacts, and accounts without manual data entry or manual imports.

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As your data migrates to Engine9, you can leverage lifetime value and message attribution models to analyze long-term ROI calculations and source-code-based revenue attribution.

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Shared Data

What data is shared between this plugin & engine9

Any type of data that represents an outbound communication, such as an email, text message, or digital ad.

Any type of data that represents a person, including about their origin, interaction, membership in segments, and donation history.

Any type of data that represents a donation or monetary gift. Common fields imported from ActBlue include: amount, timestamp, source code, referring page, recurring status, donor ID, refunds, and tandem amounts.

How to integrate this plugin:

Create an Engine9 user in HubSpot with Manager-level permissions
Authorize the HupSpot plugin in Engine9
Data will import from HubSpot at regular intervals (generally 3x/day)

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What we love and don't love so much

Why we value this plugin and things that are not so great.

Ultra-modern CRM with confusing (and frankly high) pricing.

Data modeling is excellent but relies on importing all the data you want to use, which can be complex to manage. It is not always well-suited to managing all the data that you might want to use.

APIs are a mixed bag - while Hubspot offers a number of different API endpoints to grab onto, they are all limited and lacking in high-volume capacity.

Interested in working with us?

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