Custom Integration allows businesses to connect various software tools and platforms to HubSpot without a native app integration. This process involves developing and implementing connections ensuring an accurate transfer of data.
Applies to:
- HubSpot Users
- Businesses requiring specialized integration between HubSpot and third-party tools
- Companies with unique workflows that standard integrations can’t fully support
Common Causes/Issues
- You have a unique business process or workflow that isn't covered by HubSpot's built-in integrations.
- You need to sync data between HubSpot and a niche or custom-built application.
- Your team is experiencing inefficiencies due to gaps between HubSpot and other software you use.
- You require a more personalized solution to enhance your customer relationship management.
Solution Overview
Custom integration presents a solution to gaps between HubSpot and other software in your tech stack when a native integration is not available. Custom integrations can be developed to create seamless workflows between HubSpot and any third-party or in-house application. This allows for data synchronization, automated actions, and enhanced functionality that standard integrations may not offer. The process typically involves defining specific business needs, designing the integration, developing the solution, and testing it thoroughly to ensure it meets all your requirements.
Video Walkthrough:
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So You Need an Integration Solution, Now What?
When you’re considering a custom integration, it’s important to first understand what it really entails. Custom integrations allow you to connect HubSpot with other systems in a way that’s specifically tailored to your business needs. But before diving into the process, ask yourself: Is this truly the right move for my company?
How to Determine If You Need a Custom Integration
Start by assessing your current business processes and technology stack. Are there gaps that prevent your teams from working efficiently? Do you rely on multiple platforms that don’t communicate with each other? If your answer is yes, custom integration might be the solution.
However, custom integration isn’t always necessary. Check for native integrations with HubSpot first—these are pre-built connections that might meet your needs without the added complexity of a custom solution.
Examples of When Custom Integration is Needed
- Advanced Reporting Needs: If you need to pull data from multiple sources into a unified dashboard, a custom integration might be the best way to achieve that.
- Complex Workflows: Businesses with unique workflows that require data to flow seamlessly between various platforms may need custom integration to automate these processes.
- In-House Software: If you’re using proprietary software that doesn’t offer native integration with HubSpot, custom integration could bridge that gap.
Related Article(s):
- https://www.inboundav.com/blog/a-hubspot-integration-deep-dive
- https://www.inboundav.com/blog/how-single-send-api-streamlines-performance-between-e-commerce-and-hubspot
Finding a Trusted Partner for Custom Integration
Custom integration is not a DIY project for most organizations. It’s a complex process that requires a deep understanding of both HubSpot’s capabilities and the systems you’re integrating. That’s why finding a trusted HubSpot partner is crucial. When looking for a partner, consider the following:
- Experience: Look for a partner with proven experience in custom integrations.
- HubSpot Expertise: Ensure they have a deep understanding of HubSpot’s API and other technical aspects.
- Collaborative Approach: Choose a partner who works closely with your team to understand your unique needs and goals.