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Let’s take a look at HubSpot to SageCRM integration and we’ll follow...
...the process from search to lead. First, we’ll type in a long tail keyword...
...into Google - “convert GoldMine to SageCRM”
We’ll select the top search result.
And, then on the entrance page, there’s a Call to Action button which is download...
...a free GoldMine data analysis tool. Clicking this will take us to a landing page that’s...
...served up by HubSpot and here the visitor can read about...
...the GoldMine data analysis tool, watch a video...
...and then hopefully fill in the fields on the form.
Once they’ve filled in all the fields and clicked the Submit button...
...they’ll be shown a HubSpot...
...landing page Thank You and they will then receive...
...an email with instructions on the data analysis tool and...
...how to download it. And then the HubSpot customer...
...will also receive a normal email notification.
Over in SageCRM, a new lead will automatically...
...be generated. If we look at the summary tab, this will have a familiar...
...looking set of fields to any SageCRM user. So, we’ll fill in the standard fields...
...here. And then we’ve also added a new custom...
...tab called HubSpot and if we click on the HubSpot tab...
...we’ll see that we’ve got fields for the form that the visitor...
...filled in, how they found the site, what the keywords were...
...the entrance page and even a link to the full lead detail.