Our company generates leads through social media and partners with 3rd party resellers to work on those leads.
We seek to create an automated process that will integrate with our resellers CRM and send them our live traffic leads.
We need a solution that distributes the leads by values, for example, a UK lead goes to a UK reseller.
Most of our partners work with Hubspot as well, but some don’t.
So far we only found a manual import option.
Is this supported by Hubspot and how can we implement it?
Thanks!
You would most likely need to work with a developer to create a program that checks for updates that have been made in each platform every few hours or use webhooks.
Can you please provide a bit more context on your resellers’ CRM? Does it offer the ability to be integrated with another CRM via a third-party integration or a custom solution? Providing additional information on the resellers’ CRM can help the community offer better advice.
Hey @NoamBenNun there are a good few options available depending on the setup you want. Realistically these probably won’t be available through the free version of HubSpot.
As Kristen mentioned any custom integration will require a developer to create. HubSpot has a quite robust api list and great documention for it all. There are some that may be interesting to you, such as the export data api, CRM search api and the get contacts api.
These would allow a developer to get the data from HubSpot and send it whereever they wish.
Outside of a custom integration, within HubSpot professional you could use workflows to create automation to send data to these resellers. You can segment contacts by any value you wish (such as location) and use this to trigger emails to go out to your resellers.
Within the Free CRM you could create active lists of the contacts segmented by whatever you like and export these lists to send on to your resellers too but you will be limited to manually doing this within the free tools.