Hubspot API (or other CRM)

[Peter Knight]

Just a general question but has anyone tried integrating Processwire with HubSpot's API.

If so - how did you generally find it? Anything to be aware of?

 

 

[dragan]

Never used it myself. But with the CRM we use (also cloud / SaaS solution), the API proved to be absolutely useless when it comes to search. I wanted to use the API to check if a contact/customer/lead already exists from within PW, and then either select one, or create a new one and save it from PW also in the CRM via API calls. That part of their API just proved to be unreliable.

So, if you have an existing set of clients/leads/customers, I would first of all check how well the search / query functionality delivers (speed, accuracy etc.).

Sorry, not much help with concrete infos about Hubspot, but just a hint what to look out for if you take a test-run.

[Peter Knight]

1 hour ago, dragan said:

Sorry, not much help with concrete infos about Hubspot, but just a hint what to look out for if you take a test-run.

No, that’s very helpful. Thanks ? 

[Rudy]

I've got a dashboard app that uses Hubspot API to pull client info for a given domain name. I can share this with you. Our usage is very vertical but it will give you some sort of a start.

[jonatan]

Old Post but.. Any news since 2018 on this? 

I have an upcoming client which say that they need to run WP because of Hubspot CRM integration... I haven't been given any further clues though about exactly why though yet.. Anyone using it or similar? ?

[Peter Knight]

10 hours ago, jonatan said:

Old Post but.. Any news since 2018 on this? 

I have an upcoming client which say that they need to run WP because of Hubspot CRM integration... I haven't been given any further clues though about exactly why though yet.. Anyone using it or similar? ?

Probably due to some plug in they believe they need.

My own client never signed up to HubSpot in the end.

[jonatan]

7 hours ago, Peter Knight said:

Probably due to some plug in they believe they need.

My own client never signed up to HubSpot in the end.

Really interesting @Peter Knight!

Yup I think it's due to this https://knowledge.hubspot.com/integrations/install-the-hubspot-wordpress-plugin    https://wordpress.org/plugins/leadin/
The official WordPress Hubspot plugin. 

It does kinda seem though from the features list that it's mostly just a Hubspot dashboard in Wordpress.. :

 

• Dashboard: view your HubSpot reporting dashboards to monitor newly created contacts. 
• Contacts: a single contact database to manage detailed analytics on all your contacts, leads, and customers in one location. Associate contact records with companies, deals, and more in your CRM.
• Lists: create segmented lists to use when sending a marketing email campaign or enrolling contacts in your workflows.
• Forms & pop-ups: create mobile-responsive forms and pop-up forms to use on your website. You can add follow-up emails to specific forms to nurture your leads.
• Live chat & chatbots: add live chat to your website and let site visitors chat with you in real time. Set up automated chatbots to respond to your visitors when you aren’t online.
• Email marketing: create clean and responsive emails in the intuitive drag and drop editor. You can even include personalized content and subject lines based on your recipients' known contact properties.
• Built-in analytics: analyze website performance and HubSpot forms to see which channels are driving the most leads by clicking the Dashboard link in the plugin menu. Track the performance of your team with sales dashboard reports.
• Integrations: integrate your HubSpot account with over 300 integrations, including Stripe, Zapier, and more. Learn about featured integrations and check out a full list of integrations in your account. This must be set up in your HubSpot account.

I guess that they could probably just do it all using the native Hubspot admin.. Maybe I can convince them to go PW and not WP ?

Do you know what CRM solution they ended up using? ?

[Peter Knight]

25 minutes ago, jonatan said:

Do you know what CRM solution they ended up using? ?

They ended up using SugarCRM as the cost of HubSpot was too expensive. But they never used the SugarCRM API (if there is one) so it was just a stand alone service with no real website integration. Sure, the webforms went into their SugarCRM database but it was a PITA and client regretted using SugarCRM too. The UX/UI was pretty poor.

[jonatan]

Thanks! ?

[Pete]

I've just fallen in love with Hubspot (small team so the bundle for more features just for 2 users is worth it, especially since it's discounted for 12 months at the mo).

Looking at all the API possibilities - we use RingCentral - that plugs in with a few clicks, can hook Formbuilder form submissions in with very little work, all the social media channels we're setting up right now get linked in including Facebook chat for our new page etc etc.

Actually quite excited.

But yeah the pricing gets out of hand quickly for larger teams or more contacts when you need over 1,000 on one of the paid plans. It's not without its costs (I want to say hidden costs, but they just require some reading to find) but the way I'm looking at it at the moment when I need to go above the starter packages I should be able to afford it. Hopefully ?