Seamlessly connect contacts, refresh existing leads, and automatically kick-off workflows in HubSpot to better market to RIAs, insurance producers, and family offices.
Steps to set up the integration:
1. Understand Your CRM Instance
- CRD Mapping if needed
- If CRD Mapping is needed, the client will need to provide an export of current companies and contacts from their CRM
- Discuss the vision for your CRM
CRM Vision (The Hierarchy in your CRM):
- Option A: Firm CRD & Contact CRD - firm registration
- Option B: Firm/City/State
- Option C: Firm/City/State/Address (Branch/Office) (rare don't recommend)
- Option D: Named teams with Option A where no team
2. Connect Your CRM to AdvizorPro
3. Map Core Fields Between AdvizorPro and Your CRM
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Create desired fields if needed
4. Confirm Your Automation Preferences
- Do you want the integration to run automatically?
- Do you want it to run weekly? Monthly?
- Do you only want it to run when you tell it to? (i.e. Manual?)
5. Confirm Saved Searches You’d like to Integrate
6. Manually Run Test on Small Integration Pool
- Check everything is working correctly
7. Run First Saved Search Push to CRM
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Add more fields to the integration job as needed
Testimonials from clients using the Hubspot Integration today:
“We brought on AdvizorPro to help our sales team’s business development efforts and enrich our CRM data. We setup the integration in a few hours and the AdvizorPro team walked us through the entire process. I’m not a Salesforce expert so their help was essential in getting us set up correctly. They’ve done a great job onboarding our entire team and offering extensive ongoing support.”
- Hollis Malkowski