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HubSpot and Dynamics CRM Sales and Marketing Synchronization

Scribe’s StarterPak for HubSpot And Dynamics CRM Sales And Marketing Synchronization provides a starting point for integrating Dynamics CRM and HubSpot. It encompasses maps for leads, contacts, companies/accounts, and deals/opportunities.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

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Invoca Connector

In a mobile world, more customers connect over the phone. If you’re not tracking calls, you’re missing an opportunity to generate more transactions and revenue. With Invoca, Performance Marketers can measure and maximize calls as easily as clicks.  The connectors support the Call Outcomes and Transactions APIs making it easy to integrate important call intelligence data with other technology platforms and business applications such as CRM, marketing automation and more.

Technical Benefits:

  • Each connection to Invoca Outcomes or Transactions provides access to the application in the security context of the user credentials you specify.
  • Call Outcomes are considered unique by a combination of outcome_name and partner_unique_id.
  • <>Transactions provides a superset of the information available on the Reporting Details tab for all call transactions.
  • Packages up logic configured by the user in Invoca for either Outcomes or Transactions.
  • Provides data returned by API calls to the platform for use in later steps.
  • Returns any error messages supplied by the API back to the platform to enable customer error handling.

Use the Invoca connector to…

  • Experience true closed loop marketing by tying sales results to the initial call.
  • Inject call intelligence into your marketing and CRM systems creating a complete customer profile.
  • Capture and leverage unique data to create more personalized marketing campaigns.

Oracle Eloqua

Scribe’s Eloqua Connector enables your business to share customer data between your sales and marketing organizations to get the best results from your customer acquisition activities. The Eloqua Connector enables two-way synchronization of contacts and lists with business systems such as CRM, ERP, marketing systems and other data sources.  For example, you can integrate Eloqua with Salesforce to track the impact of marketing activities managed in Eloqua on opportunities and closed deals in Salesforce. Use the Eloqua connector with CRM systems, such as Salesforce, and ERP systems, such as SAP and NetSuite, to:

  • Expose Contacts, ContactLists, and ContactListMembers entities for full CRUD operations.
  • Support full CRUD operations on Contact Custom Objects.
  • Expose the Campaign and campaign asset entities – Email, Form, and LandingPage – for read operations.
  • Expose Activity entity and activity-specific entities for read operations.
  • Expose deliverability entities – EmailSend, EmailOpen, EmailBounceback – for read operations.

An Eloqua integration enabled by Scribe’s connector allows you to…

  • Integrate Eloqua information with your other business systems, including contact data cards.
  • Maintain Eloqua lists from outside applications.
  • Enhance the effectiveness of Eloqua with critical business data for better segmentation and targeting
  • Update leads and opportunities in your Sales or CRM system with Eloqua email deliverability and campaign response information
  • Provide your sales team with better intelligence about prospect engagement with your email campaigns.

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HubSpot

Easily connect HubSpot with other sales and marketing systems.

The HubSpot Connector allows you to easily integrate with any other systems within your organization such as CRM and ERP systems or data quality services and legacy databases. The connector includes these capabilities

  • Expose HubSpot marketing and CRM entities to create, read, update and delete records
  • Expose Custom Fields in HubSpot making them accessible to the integration
  • Utilize source and target relationships in the HubSpot CRM entities
  • Automatically refreshes the HubSpot OAuth access token.

With Scribe’s connector, build HubSpot integrations to automate many marketing and sales activities.

Your HubSpot connections can:

  • Enable cross functional teams working in silos across multiple applications to see consistent and current customer data
  • Synchronize customer and company data between HubSpot and your CRM system, such as Microsoft Dynamics CRM, Salesforce, or NetSuite, to ensure accuracy
  • Update HubSpot contact life cycle stages with input from other business applications
  • Allow users to add relevant CRM sales activities data to their HubSpot Company and Task data
  • Update calendar events in your CRM system when a task is completed in HubSpot
  • Improved reporting on HubSpot campaigns by allowing users to sync HubSpot Deals data with opportunity and sales orders in your CRM system
  • Expose financial information from your ERP system, such NetSuite, SAP, or Microsoft Dynamics AX/NAV/GP, available to your sales people in the HubSpot CRM system

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Marketo

Scribe offers connectivity to Marketo’s APIs enabling you to work with key Marketo entities including Lead, Activity, List, Opportunity, OpportunityRole as well as Custom Objects. Scribe exposes both the SOAP and REST APIs for Marketo ensuring you can handle any integration task. Scribe also supports Marketo WebHooks so you can better automate your integrations from within your Marketing Activities in Marketo.

Use the Marketo connector for data integration between Marketo and your CRM system, such as Salesforce, MS Dynamics, SugarCRM, HubSpot, and NetSuite; collaboration or survey tools; webinar platforms; data services; marketing databases; and more.

The Marketo connector

  • Exposes the Lead entity for upsert, read, and delete operations.
  • Exposes the List entity for add (lead) and remove (lead) operations.
  • Exposes the ActivityRecord and activity-specific entities for read operations.
  • Exposes Opportunity and OpportunityPersonRole entities for create, read, update, and delete operations.
  • Expose Marketo custom objects for create, read update and delete operations.
  • Use filtering capabilities to reduce API calls while accessing relevant data

Use the Marketo Connector to…

  • Extract leads from a CRM/data warehouse into Marketo and vice-versa
  • Empower your sales team by providing insights into how a lead or opportunity responds to marketing programs
  • Add opportunities from your CRM system to Marketo to run more effective campaigns with higher ROI’s
  • Event data integration to Marketo enabling attendees to be logged as leads in Marketo
  • Add or remove multiple leads from a specific list

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NetSuite

The NetSuite Connector allows you to integrate NetSuite ERP and NetSuite CRM systems with other critical business systems. You can use the connector to create bi-directional integrations or extract, transform and load (ETL) data from NetSuite to a data warehouse for analysis and reporting. The connector’s ability to integrate NetSuite data, such as data on customers, contacts, campaigns, opportunities, inventory, order, and items, with other systems allows you to streamline financial, marketing, and sales processes. The NetSuite Connector eliminates the need for you to write custom code to the NetSuite API while it:

  • Exposes the following main entities for all operations to handle two-way synchronization of key data, such as: Customer, Contact, Campaign, EntityGroup, Opportunity, CalendarEvent, SalesEvent, Invoice, and Estimate.
  • Exposes the following Custom Entities/Fields: Item field (Free Form Text, List/Record, and Checkbox) and Entity Field (Free Form Text and Checkbox).
  • Exposes the following sublist entities for create, update, and delete operations for maintenance within NetSuite.  They can also be queried as related children of their main entities: CampaignEvents, CampaignEmailEvents, CampaignEventAttender, OpportunityItem, EstimateItems, InvoiceItems, and SalesOrderItems.
  • Exposes the EntityGroupMember entity for create and delete operations to maintain lists in NetSuite.
  • Exposes the CustomerSubscription and ContactSubscription entities for update operations for managing individual campaign subscriptions.
  • Exposes the CustomerAddress and ContactAddress sublist entities for create, read, update, and delete operations for two-way address management.
  • Exposes the InventoryItem entity for read operations to support an opportunity business processes where NetSuite is the item master.

Use the NetSuite CRM/ERP Connector to…

  • Integrate your back office and front office systems (e.g., the ERP data of NetSuite combined with Salesforce or MS Dynamics CRM) to streamline order and sales processes.
  • Integrate your marketing systems for greater insight into campaign performance (i.e., NetSuite CRM with your marketing automation system, such as HubSpot, Marketo, or Eloqua, and/or marketing database).
  • Reduce custom report requests from CRM users, such as sales and services professionals, that need to check on orders, financial status of customers and other critical order or financial information.
  • Move inventory items from NetSuite to your external systems and synchronize opportunities between your systems.

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Salesforce Marketing Cloud

The Salesforce Marketing Cloud Connector allows you to integrate Subscribers, Lists, custom objects or email activities from any endpoint in the Scribe ecosystem. Integrating your Salesforce Marketing Cloud with other systems in your enterprise allows you to create more personalized, targeted email campaigns that can be managed from other systems, or have the results shared with separate teams to share the value of this data across your business. The Salesforce Marketing Cloud Connector can be a key part of your Salesforce integration or cloud integration project because it:

  • Exposes the Subscriber entity for createreadupdate, & delete
  • Exposes the List entity for create & update operations.
  • Exposes the custom ListSubscriber entity to handle all list maintenance operations, including unsubscribing.
  • Exposes the Send & Event entities for read operations.
  • Generates custom Data Extensions on the fly.
  • Provides the ability to append to Data Extensions.

Scribe’s Salesforce Marketing Cloud Connector Can Help You Connect with…

  • CRM systems, such as Salesforce, Microsoft Dynamics 365/CRM, and NetSuite
  • Databases, including Microsoft SQL Server and ODBC databases
  • Collaboration and event software, such as ON24 and GotoWebinar
  • Data enrichment solutions, such as InsideView

Use the Salesforce Marketing Cloud Connector to…

  • Integrate Salesforce Marketing Cloud subscribers bi-directionally with other business systems such as CRM.
  • Move lists created in your other contact management applications into Salesforce Marketing Cloud.
  • Synchronize list maintenance such as subscriber updates & removal/addition of list subscribers between Salesforce Marketing Cloud & your other business applications.
  • Augment your native integration to Microsoft Dynamics CRM or Salesforce, which allows you to manage email sends from either CRM, to update your CRM with send metrics generated in Salesforce Marketing Cloud.

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Silverpop

Silverpop is the only digital marketing technology provider that unifies marketing automation, email, mobile, & social. Now deliver real-time integration of leads, contacts, campaigns & actions between leading CRM applications & Silverpop’s Engage offering. Create a single view of customers & prospects in SugarCRM, Microsoft Dynamics, Salesforce, NetSuite, HubSpot, and other CRM systems.

Leverage the power of Silverpop’s multi-channel digital marketing technology, to help companies increase relevance and drive revenue by using integrated data for better targeting and personalization of communications.

Real-time integration with Silverpop offers great power. Use the Silverpop Connector to…

  • Increase response rates.
    Execute more targeted and personalized outreach to customers based on critical data.
  • Increase pipeline opportunities.
    Provide sales teams with relevant prospect data to drive qualification and lead scoring.
  • Increase conversion rates.
    Provide sales teams with real-time, complete, and actionable information about marketing interactions.

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Salesforce Marketing Cloud and Salesforce.com

This StarterPak provides a baseline set of maps that you can leverage to integrate your Salesforce Marketing Cloud Email and Subscriber data with Salesforce.com. This StarterPak requires customization in order to move your data properly, so please take care to read the entire user guide.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

Resources:

Salesforce Marketing Cloud and Dynamics CRM

This StarterPak provides a baseline set of maps that you can leverage to integrate your Salesforce Marketing Cloud Email and Subscriber data with Microsoft Dynamics CRM. This StarterPak requires customization in order to move your data properly, so please take care to read the entire user guide.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

Resources:

NetSuite and Salesforce Marketing Cloud Contact, List, and List Member Synchronization

This StarterPak provides a baseline set of maps that you can leverage to integrate your Salesforce Marketing Cloud data with NetSuite. This StarterPak requires customization in order to move your data properly, so please take care to read the entire user guide.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

Resources:

NetSuite and Marketo Contact and List Member Synchronization

This StarterPak provides a baseline set of maps that you can leverage to integrate your Marketo Contact and List data with NetSuite. This StarterPak requires customization in order to move your data properly, so please take care to read the entire user guide.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

Resources:

NetSuite and HubSpot Contact Synchronization

This StarterPak provides a baseline set of maps that you can leverage to integrate your HubSpot Contact data with NetSuite. This StarterPak requires customization in order to move your data properly, so please take care to read the entire user guide.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

Resources:

Marketo and Dynamics CRM

This StarterPak provides a baseline set of maps that you can leverage to integrate your Microsoft Dynamics CRM data with Marketo. This StarterPak requires customization in order to move your data properly, so please take care to read the entire user guide.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

Resources:

HubSpot and Dynamics CRM Contact Synchronization

This StarterPak integrates leads and contacts in Dynamics CRM to contacts in HubSpot. The StarterPak also integrates HubSpot Contacts to Dynamics CRM Contacts or Leads to include HubSpot Contact Activity Information.

Scribe StarterPaks are meant to be used as a starting point for your own project, and should not be considered “plug and play” by their very nature. Scribe offers StarterPaks as is, there is no guarantee or commitment of support for these maps.

Resources:

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