Kaylie Gugel’s Post

Tired of manually updating records in HubSpot? If your business relies on real-time customer interactions, waiting for scheduled syncs isn’t enough. That’s where HubSpot Webhooks come in—they instantly push data updates whenever a change happens in HubSpot. Here’s how webhooks can transform your workflows: ✅ Instant Data Syncing – Keep customer data up-to-date across multiple platforms (ERP, support systems, etc.). ✅ Trigger Automated Actions – Send notifications, update records, or even adjust workflows the moment a deal stage changes. ✅ Reduce API Calls – Instead of constantly checking for updates, get notified only when changes occur—saving system resources. 💡 How Hubxpert Helps: We recently set up webhooks for a finance team, allowing them to trigger instant invoice generation when a deal moves to “Closed-Won.” No manual work needed. 🚀 Pro Tip: If your integrations are still relying on timed syncs, switching to webhooks can make your system faster and more responsive. What’s a manual process in your business that could be automated with real-time updates? Let’s chat!

You don't NEED to integrate HubSpot with your #ERP system to drive revenue and team alignment, but you SHOULD put that ERP integration on your #RevOps roadmap. Storytime: a #medical #manufacturing company came to us to evaluate HubSpot, plus have us build it for their teams, including a custom ERP integration. We provided an integration proposal, but in the end, company leadership saw enough value without the integration to move forward with HubSpot as their #CRM. The biggest issues they faced were: 1) the inability to forecast new deals closing, in order to manage manufacturing capacity 2) lack of visibility into who was responsible for quoting, which went through internal review before being sent to customers. Quoting was done via a paper packet that went through various departments, ultimately documented in a spreadsheet hosted in Office 365. Point is: it was a process problem, that was upstream of their ERP system, which is where orders were recorded after business was Closed Won. During our sales meetings, we mapped out their paper quoting process and recommended a simple way to make it happen in HubSpot. (Thanks Frank Devine Laura Álvarez). We solved this by creating Deal Playbooks that create Tickets and move the quote over to an Engineer to build, which in their industry involves CAD drawings, and additional documentation. In the end, they're not even sure they'll remain on their current ERP system... they might move to something better in a year, and THEN it would make sense to re-evaluate the HubSpot<>ERP integration. If they pick a modern ERP, it's likely a native integration already exists with some functionality. For everything else, our Technologist team has them covered. But their sales and marketing teams have moved full steam ahead in HubSpot with RevPartners, and I can't wait to see the impact of that investment!!

Are your sales, marketing, and operations teams spending too much time toggling between systems and manually entering data? The disconnect between HubSpot and your ERP could be holding you back—creating silos, leading to errors, and reducing productivity. Imagine a world where HubSpot's marketing and sales tools work harmoniously with your ERP's operational capabilities. With an integrated system, you can: 🔹Simplify operations and improve collaboration 🔹Eliminate manual data entry and reduce errors 🔹Keep your team focused on what truly matters—building relationships and closing deals Integrating HubSpot with your ERP means real-time data synchronization, seamless workflows, and empowered teams—without outdated processes' inefficiencies. Ready to transform the way your team works? Let's get started! Take a look at our latest blog - https://hubs.li/Q02_Wt4V0 #BusinessGrowth #WorkflowAutomation #HubSpot #ERPIntegration #TeamEfficiency #SalesAndMarketing #BusinessTransformation

When systems don't talk to each other, productivity suffers. I’ve seen it firsthand—sales and marketing teams frustrated by repetitive tasks and operations teams trying to piece together scattered data. It’s not just a time issue; it’s a growth problem. Integrating HubSpot with your ERP isn’t just about convenience. It’s about: 🔹 Streamlining processes to remove friction 🔹 Reducing manual errors that cost time and trust 🔹 Freeing up teams to focus on what drives revenue—building relationships and closing deals Imagine real-time insights flowing seamlessly between your CRM and ERP. No silos, no outdated processes, just a system that works for your team, not against them.

Integrating your ERP with HubSpot should make your teams day-to-day tasks easier and less time consuming, not the other way around. While giving you the data you need to make better business decision. This breaks down how that might look for your business.

Hubspot and Netsuite integration 🔄 In today’s fast-paced business world, staying ahead means connecting the dots between your CRM and ERP systems. #HubSpot powers your customer relationships with tools for marketing, sales, and service, while #NetSuite streamlines financials, inventory, and operations. But what if you could unlock their full potential together? 🤔 With our connector you will: ✨ Sync data in real-time, eliminating silos ✨ Automate workflows to reduce errors and save time ✨ Gain unified insights for smarter decision-making This integration isn’t just about efficiency, it’s about transforming the way you work. 👉 Dive into our latest blog to see how the Peeklogic Connector can revolutionize your business operations: https://lnkd.in/eWDvvxE2 #CRM #NetSuiteintegration #HubSpotintegration

Did you know? Teams can spend up to 30% of their time on manual data entry when converting opportunities to cash. Integrating popular CRMs like HubSpot and Salesforce with your Accounting and ERP systems allows you to automate these tasks and save valuable time. Stay tuned for an exciting announcement on how we’re making these integrations even easier. 🚀 🚀 #Efficiency #Automation #Integration #HubSpot #Productivity #ComingSoon

Does your sales team need visibility to invoices and payments in HubSpot? Does your finance team manually transfer data from HubSpot to Sage Intacct? Manual data entry is time-consuming and error-prone. So, what's the best solution for teams and businesses at scale? Integration. Join Venn on Thursday, August 15 for a 20-minute Integration Tech Talk featuring a live demo of automated workflows built between HubSpot CRM and Sage Intacct. Save your seat: https://hubs.ly/Q02JphLP0 #HubSpot #SageIntacct #CRM #ERP #SalesAutomation #AccountingAutomation #FinanceTechnology #Integrations #Connectors

Did you know that manual data entry not only wastes hours but can also create costly errors that ripple through sales, marketing, and operations? This blog explains how integrating HubSpot with your ERP system solves this – and much more. Worth a read if disconnected systems are holding your team back.

While the benefits of successful HubSpot and NetSuite integration sound rewarding, a few potential roadblocks could be in your way. The most likely hiccup revolves around standardizing all your data across your business processes, as you need to ensure that each system can accept the data being exchanged, and that requires data transformation that supports various formats. Additionally, cleaning up old and outdated customer data is necessary for a strong NetSuite-HubSpot integration. A central integration platform is designed to give you a modern, clean approach to integrating the systems handling your customer data, but it's difficult to realize the full value if you haven't scrubbed those customers who haven't been actual customers in years. Each business is going to have different needs than the next company, but the common denominator for each is finding an integration strategy that can reliably support its integration needs now and in the future. That's why we've created a guide to help organizations navigate the path of HubSpot-NetSuite integration with ease. Download now: https://hubs.li/Q02FJ2Kc0 #NetSuite #HubSpot #ERP #CRM #Integrations #Sales #Marketing #Operations