Data migration is different from DataSync. When migrating data, you move information from one system to another, replacing the old system. For example, switching from Pipedrive to HubSpot.

In contrast, DataSync aims to synchronise information between two systems more permanently. For instance, you might still use Salesforce for some tasks and HubSpot for others. Commonly, Salesforce remains the sales tool, while HubSpot, superior in marketing, is used for marketing tasks.

A Custom Card UI is a card that can be placed in any record of any object in the system, such as a contact or a company. This Custom Card can be programmed to display and process information from any system with a public API.

For example, it can check stock levels of various products in the manufacturing system or track an order's delivery status with a logistics company. All this can be done from the contact or company record, depending on what suits each case best.

You don't need to copy all the information from your other systems to HubSpot to view it. For example, with Custom UI Cards, you can bring that information in and display it right away. This allows you to access it in the correct place without opening a new tab or system window.

Sometimes, this is the best solution as it helps maintain data integrity and security. Of course, it depends on the requirements of each company and each situation.

If you run a software company, your strategy revolves around your product and how customers use it. This information should be in HubSpot. From there, you can organise it to understand how to segment, what message to send, to whom, and when.

This service helps you gather data from your SaaS product and see how it's being used in HubSpot. This way, you can convert users from a free trial to a full paid account.

All integration and technical projects begin with a scoping process. Here we focus on understanding the problem, the requirements, where the data is and what needs to be connected to what. We also look at the existing tech stack and available APIs to create a custom action plan for implementing the final solution.

During this time, we conduct a proof of concept to ensure the integration is feasible. Not infrequently, these POCs turn out to be the final solution, or something very close to it. Of course, it all depends on the complexity of your specific requirements.

Both technical and business people, but at different times.

First, involve the business people. We need to clearly define the use case and the problem we want to solve. We must understand the issue well enough to justify the effort required.

Then, bring in the technical people. They will handle APIs, systems, tech stack, and technical documentation. They will also help represent use cases and test cases to ensure successful integration.

If you’d like to move forward, grab a spot on our calendar. After we chat briefly, we’ll send over a lightweight contract and payment link. Once you sign and pay, we’ll send over additional calendar links to book two sessions.