When your marketing team hands leads off to sales, is there any friction in the process? What about sales sending information over to accounting or another department? If you find yourself ever struggling with your data flow, it may be time to connect your various business platforms.
A HubSpot CRM or ERP integration ensures a seamless flow of data between whatever two systems you’re connecting. It allows for better communication between sales and marketing, automated tasks, closed-loop reporting, and so much more.
Interested? Understandable! However, before you dive headfirst into an integration project, there’s a lot you need to do to prepare. Fortunately, we’ve put together a checklist that goes over those considerations so you can be primed for your integration. Take a look at what we cover in it, then download it to get started on your journey!
What’s in the “How to Prepare for Your Integration Launch” Checklist?
Simply put, a lot. Integrations can run the gamut in terms of complexity, so the checklist covers as much as possible, including:
- How to select your integration partner
- What to ask your internal stakeholders
- Ideas for choosing your system of record
- Guidance for determining your business processes
- Tips on cleaning your data
- Advice on deciding what needs to map
- Recommendations for a solid user-acceptance testing phase
Ready to Get Started?
Then download your copy of our checklist today! Once you’re done reading it, head over to SyncSmart to browse our selection of integrations and apps. Or, if you’re interested in a custom integration, reach out to the Lynton team.