HubSpot helps organizations manage marketing campaigns and customer engagement. The HubSpot integration with Unanet CRM syncs contact and company data, mailing lists, subscription status, and marketing email performance so marketing and business-development teams can work from more consistent information.
Key benefits
- Keep CRM contacts and companies aligned with HubSpot
- Reduce duplicate data entry for marketing and business-development teams
- Sync CRM mailing lists for targeted email campaigns
- Keep contact subscription status consistent across systems
Integration overview
The HubSpot integration for Unanet CRM transfers supported contact, company, and mailing list data from Unanet CRM to HubSpot. It can create and update HubSpot contacts and associated companies, add contacts to relevant lists, and return subscription status to Unanet CRM.
Professional HubSpot accounts support contact synchronization from Unanet CRM to HubSpot. Enterprise accounts can also return marketing email statistics to Unanet CRM. The integration requires a Professional or Enterprise HubSpot account.
How it works
New and updated Unanet CRM contacts with a business email and a HubSpot-type mailing list are matched to HubSpot records using the CRM external ID, with email used as a secondary match. Contact and company details, including configured organization and ownership fields, are then created or updated in HubSpot.
Unanet CRM mailing lists sync to HubSpot, and new lists can be created there when needed. Subscription-status changes in HubSpot update the corresponding mailing status in Unanet CRM, while marketing email statistics can flow back into CRM for engagement visibility.