A CRM is customer relationship management software. It is a tool that allows you to centralize all interactions between you and your customers. A marketing automation solution automates repetitive marketing tasks, while allowing you to track and record the behavior and data of your prospects.
By linking the two, you ensure continuity for your contacts as well as within your teams. That is what Webmecanik Automation and HubspotCRM offer you with this synchronization.
HubspotCRM is a free CRM that gives you access to essential features: a reporting dashboard, deal tracking, and pipeline management.
Webmecanik Automation is a French marketing automation solution.
Together, the two solutions guarantee consistent data throughout the sales cycle and your customers’ lifecycle, in complete security.
How the HubspotCRM & Webmecanik Automation synchronization works
The purpose of the synchronization between Hubspot CRM and Webmecanik Automation is to standardize the management of data such as contacts and companies. In both directions, this information is exchanged so that your teams have the same information. For example, when data is collected through a Webmecanik Automation form on your website, the information is automatically pushed into your CRM. Likewise, when your salesperson contacts a customer or prospect and updates their CRM record, the information in Webmecanik Automation is also updated. It is also possible to configure only one direction. The priority direction of these exchanges can be configured. You decide which data is the most reliable between Hubspot CRM and Webmecanik Automation. If it is new data, it is exchanged in both directions. However, if it is a field that has already been filled in by one of the solutions, you can choose whether or not to replace it. For example, if a contact enters their first name for the first time in an Automation form, the data will be sent to your CRM. Then, if the first name is updated in your CRM by your sales team, you can decide to modify the data in Webmecanik Automation at the same time.
The added bonus of the integration between Hubspot CRM & Webmecanik Automation: a customizable CRM
In Hubspot CRM, you choose the features you need. The CRM core and all the basic features are free. Cloud-based, this CRM allows you to add packages according to how you use it.
Synchronization between HubSpot CRM and Automation allows our sales team to focus on the key moments of lead conversion (software demonstration, project file, conversion); this allows us to bring in human input where it has real added value.
Candice Montmayeur, CMO – Customer Success at KPITAINE
Download the summary table of the fields covered by this synchronization and all the features.
