Introduction to our new HubSpot add-on from Synesty

As part of our continuous development of practical and modern solutions for Synesty, we are pleased to introduce our latest HubSpot add-on. It simplifies your daily workflows and allows you to quickly and easily integrate HubSpot into your systems - without any programming knowledge. Our Synesty add-ons extend the functionality of our software with a variety of helpful features. They offer you the flexibility to integrate different systems and work with all common data formats and sources, thanks to ready-made modules that allow you to automate processes optimally.

What is HubSpot?

HubSpot is a comprehensive, AI-powered platform that helps companies organize and optimize their marketing, sales and customer service activities. The tool combines various functions in one system to help companies manage their customer data and create a personalized customer experience. By productively managing leads, creating email campaigns and managing social media content, you can control your customer journey in a targeted manner and provide your customers with optimal support at every stage of the purchasing process.

Why should you use the HubSpot add-on?

The HubSpot add-on from Synesty enables you to implement integrations and interfaces much faster than with conventional programming - and without any programming knowledge! You can put together visual building blocks, implement complex IF-THEN logic and automate processes easily. With the low-code approach, you can assemble your HubSpot integration using our pre-built steps and add custom scripts as needed when the process becomes more complex. This not only saves time, but also makes connecting the platform accessible to non-programmers.

What can the HubSpot add-on from Synesty do?

With our HubSpot add-on, you can process various data records such as contacts, orders and other important information centrally. You can use workflows to create new contacts, update/retrieve existing ones and retrieve properties, invoices and orders. The add-on also allows you to start asynchronous export processes and monitor the export status.

Advantages of the HubSpot add-on in detail:

1. high customizability

Flexibly add additional fields and properties and configure them according to your individual requirements.

2. optimized workflows

The automatic synchronization and updating of data eliminates the need for manual intervention.

3. Scalable evaluations

Start exports and retrieve their status to create in-depth analyses and detailed reports.

4. Easy integration

The add-on makes it easy to integrate data into existing systems such as CRM, ERP or accounting, ideally complementing your infrastructure.

What steps can you perform with the HubSpot add-on from Synesty?

These steps allow you to seamlessly transfer your HubSpot data to other systems and automate your workflows.

• Retrieve / read out orders
• Send or upload files
• Transfer or update data records
• Retrieve / read out customer data
• Transfer or update customer data
• Receive messages
• Retrieve / read out invoices / receipts (e.g. PDF)
• Retrieve / read out reports / evaluations

Prerequisites for using the HubSpot add-on

To use the HubSpot add-on from Synesty, you need:

• HubSpot account
• HubSpot API token for access to the REST API (see Manual)

Conclusion:

With the HubSpot add-on from Synesty, integrating HubSpot into your systems is easier and faster than ever before. Benefit from a user-friendly solution that automates your processes and optimizes your data integration without any programming effort. Increase the efficiency and flexibility of your company and integrate HubSpot into your existing infrastructure!

Would you like to test the HubSpot add-on? Then start our free test phase.