Integrations with HubSpot Connectors
Middleware Integrations are software applications that do not directly integrate with HubSpot but facilitate the interaction between different software systems through HubSpot Connectors, which act as connection functions. This allows you to create connections and bridge the gap between two different software systems, define rules, automate the data flow between HubSpot and other systems, and ensure data consistency.
Middleware integration, with its potential to simplify complex processes, often comes with ready-made solutions that can significantly reduce development time. However, it's important to consider the potential costs involved. While a small database integration might be free, a complex integration with a large database could be a different story, especially as your company grows and additional tools are required.
Examples in this category are integrations with WooCommerce, MS Dynamics, or Netsuite.
Integration with code and HubSpot API
Sometimes, the ready-made solution does not quite fit your company's unique requirements or market niche. Then, custom integration is your solution, and it requires a developer. Custom integrations work through the HubSpot APIs and the app's API and are the most complex but also the most powerful method. The HubSpot API is used to retrieve and send data; if the app does not have an API, the process becomes very complicated.
When you already have software in place, the next step is to connect them using code. This is where the potential of middleware (connectors) comes into play, tailored specifically for your use case. The beauty of this approach is that it opens up a world of possibilities, allowing you to implement almost anything. Alternatively, you can explore the Operations Hub from HubSpot, which enables you to establish connections to other applications using code actions in workflows.
Another approach is for self-developed software, where server-side code must be written to trigger HubSpot API calls.
Custom Integration UPDATES
This type of integration involves different systems that function independently, which means there will always be changes, regardless of which system is used. Adjustments need to be made to ensure that the interaction continues to work and that you are responsible for keeping the integration up to date, including in terms of security.
Because custom integrations work best when they are properly maintained and updated.
OPTI is a provider of outsourced software development that is well versed in automation and data migration in addition to platform consulting. OPTI is ISO 9001 and ISO 27001 certified, and a HubSpot Solution Provider.
Integrating technologies is the way of the Internet. By merging the functionalities of 3rd party SaaS into the marketing, tracking and analytics functionalities of Hubspot, one can get the best CRM out there.
- Marian Călborean, Managing Partner, OPTI
OPTI offers targeted technical developments for HubSpot projects, from advanced CRM customizations to the integration of third-party tools and can help you to transfer your HubSpot data to any data platform, whether self-hosted or cloud-based.
LEVR is a team of process consultants and digitization experts (HubSpot Diamond Partner) who can integrate your IT with the HubSpot CRM.
All data can then be analyzed and data management is simplified.
Our cooperation with LEVR includes:
- Integration scoping
- Integration mapping
- Customized integrations development
- Property mapping
- Set-up of native integrations
- Data transformation
FAQ HubSpot Integrations
You can find more answers to your questions in our HubSpot integrations FAQ.
And if not... just schedule a meeting with us!
Many simple native HubSpot integrations are free of charge. You can find these in the HubSpot Marketplace. The respective prices are shown for each listed integration:
Sometimes a standard software license for the platform to be integrated is sufficient, sometimes a connector is required. HubSpot also provides information for each product about which hub versions this integration is compatible with.
Example: SLACK Integration
Custom integrations must be requested (from your developer or from us).
Many factors play a role here:
- What is the goal of your integration?
- Which data should be synchronized?
- Does your software have an interface for integration with other tools?
- Which software version is installed?
- On which server should the connector be stored?
etc...
Any data you put into HubSpot or collected by HubSpot can be exported manually but, most importantly, automatically to your IT systems. In most scenarios, a complete backup of your HubSpot portal can be secured, allowing it to be restored or duplicated to a different HubSpot account in a reasonable time.
For personal data or data covered by other data protection measures, particular backup and restore plans can be implemented via HubSpot API, allowing you to read and write access with secure credentials. Data consistency can be assured across your digital ecosystem (site, ERP, CRM, and so on).
Using verified providers that offer a warranty is the best way to ensure your integration lasts. An integration may change for technological reasons, such as when the API methods are deprecated or upgraded.
However, it can also change for business reasons, such as when the integration is designed to sync thousands of contacts but must sync millions.
Our developers are HubSpot Solutions Partners, using the latest tools available to diminish the risk of technological change. The integration specifications allow for reasonable upscaling based on the previous experience of hundreds of integrations.
The processes and developers should be certified for data security (ISO 27001), and ensure that confidential data is not exposed during development. Mockup data is used to integrate, and human access to any actual data is minimized or eliminated.
Only secure protocols and authentication methods are used for continuous live data synchronization, and expirable tokens are used to the maximum extent possible.
The final technical documentation delivered with the integration includes the security measures taken and the requirements for future support. Finally, you can opt-in for a regular audit of your integration every six months to a year to guarantee security well into the future.
Simply arrange a non-binding online meeting with us.