The Challenge Customers using HubSpot and Infor CRM (formerly Saleslogix CRM) don’t want to manually transfer contact and marketing information between the two applications.
The Solution Deliver a bi‐directional integration between HubSpot and Infor CRM (formerly Saleslogix CRM) to automate this process. The main components of this integration solution are: • Automatic data flow between Infor CRM (Saleslogix) and HubSpot to exchange Contact(s) and Marketing Results. •
Infor CRM (Saleslogix) customizations including Menus, Administrative Forms, and Tabs to manage the lists of contacts to upload into HubSpot and to show the corresponding Marketing Results information at the contact level in Infor CRM (Saleslogix).
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E‐mail notifications to Infor CRM (Saleslogix) users according to pre‐defined business rules.
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De‐duplication and data validation.
The Details
1. HubSpot to Infor CRM (formerly “Saleslogix CRM”) Recently created Contacts (Leads) in HubSpot are downloaded into Infor CRM (Saleslogix). The download process is scheduled and the frequency can be determined by the customer. It can be set to run in intervals of minutes, hours, days or weeks. All default fields (Properties) in HubSpot are taken into consideration. All Contacts created or updated since the prior run, including those that are at a pre‐specified Status of the nurturing process, are downloaded into Infor CRM (Saleslogix). The customer determines the Status from the Nurturing Process List. If the Contact exists in Infor CRM (Saleslogix) the Contact Record gets updated.
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Infor CRM ‐ HubSpot Integration By Fisher Technology 2. Infor CRM (Saleslogix) to HubSpot Users can select a group of contacts – based on a Contact Group previously created in Infor CRM (Saleslogix) ‐ and upload them into an existing or a new Static List in HubSpot. The upload process occurs on demand, and users can review and approve the Contacts to upload. Users can select an existing List in HubSpot or choose to create a new one. Infor CRM (Saleslogix) Contact updates – based on the pre‐defined matching structure ‐ are automatically sent to HubSpot, without user intervention. This process triggers automatically as a Contact is updated and it has been linked to HubSpot in the past.
Delivery Timeline Typically the final product is delivered within 14 business days after Signature and approval of A Master Service Agreement, Statement of Work and Receipt of Deposit.
NB: This product works with SalesLogix 7.5.x and above for the Windows Client and SalesLogix 8.1 and above for the Web Client.
ABOUT FISHER TECHNOLOGY Founded in 2006, Fisher Technology is the North American Distributor for TaskCentre by Orbis Software of the UK. TaskCentre is a leading‐edge business process management suite that enables companies to automate their manual business processes according to their business rules.
Together with our resellers and business partners, we help our customers solve problems associated with repetitive manual processes, often eliminating these manual processes altogether, and provide agile solutions at a fraction of the cost of custom software. By offering maintainable solutions as a service, we let our customers grow and evolve.
