1 Choose the right integration method

There are different ways to integrate HubSpot data with your other systems, depending on your needs, budget, and technical skills. You can use HubSpot's native integrations, which are pre-built connections with popular platforms like Salesforce, Shopify, or Slack. You can also use third-party integration tools, such as Zapier, PieSync, or Workato, which offer more flexibility and customization options. Alternatively, you can build your own integration using HubSpot's APIs, which allow you to access and manipulate HubSpot data programmatically. However, this requires more technical expertise and resources.

2 Define your integration goals and scope

Before you start integrating HubSpot data, you need to have a clear idea of what you want to achieve and what data you need to exchange. For example, do you want to sync your contacts, deals, and activities between HubSpot and your CRM? Do you want to send your HubSpot form submissions to your ERP? Do you want to analyze your HubSpot metrics in your BI tool? You need to identify your integration goals and scope, and prioritize the most important and urgent ones. This will help you avoid unnecessary complexity and costs, and ensure that your integration delivers value.

3 Map your data fields and formats

Another important step is to map your data fields and formats between HubSpot and your other systems. This means that you need to determine how the data elements in each system correspond to each other, and how they should be transformed or converted during the integration. For example, you need to decide how to handle duplicate records, missing values, or conflicting data. You also need to ensure that the data formats are compatible and consistent, such as dates, currencies, or units. This will help you avoid data quality issues and errors in your integration.