Integrating your live user data into HubSpot is not only viable but can significantly enhance your sales outreach and prospecting efforts. You may have already found a solution, but here’s my recommendation.
1. Assess What Data to Sync
Before syncing, identify the specific user data from your application that will be actionable within HubSpot. The big thing here is that you don’t want to clutter your CRM for your teams.
Focus on data points that:
- Inform lead scoring
- Indicate customer health
- Trigger sales or marketing workflows you mentioned
2. Determine Where to Store the Data
Depending on your HubSpot subscription:
- Contacts / Company Object: Suitable for data directly related to individual users or companies.
- Custom Objects: Ideal for complex data structures or when you need to maintain a clear separation between prospect data and live user data.
3. Utilize Coefficient for Seamless Integration
Coefficient’s certified two-way sync between HubSpot and Google Sheets or Excel and 1 way sync with Amplitude allows you to:
- Import: Pull the specific user data you need from Amplitude into a spreadsheet.
- Transform: Clean and structure the data as needed.
- Sync: Push the refined data into HubSpot, updating the appropriate objects.
This method ensures that only relevant and actionable data is present in your CRM.
4. Embed Live Dashboards into HubSpot
If you can’t build everything you need as far as reporting goes in HubSpot due to any limitation, with Coefficient, you can create dynamic dashboards in Google Sheets that reflect real-time data. These dashboards can be embedded directly into your HubSpot dashboard using their native Embed feature, providing your team with up-to-date insights without leaving the CRM. I made a video recently on this, let me know if you need it.
By strategically selecting the data to sync and leveraging a super easy to use middleware options like Coefficient, you can maintain a clean and efficient HubSpot environment that supports your sales and marketing objectives.