It is common for us to be asked this question: “Does Cin7 Core work with HubSpot?”
Yes, Cin7 Core (aka Dear Systems) integrates with HubSpot.
How to Connect Dear Systems to HubSpot CRM
Are you tired of manually transferring data between your Dear Systems and HubSpot CRM? You’re in luck, because in just a few simple steps you can easily connect the two systems and streamline your data flow. Let’s get started!
What is HubSpot CRM?
HubSpot CRM is a best-in-class customer relationship management tool that can help your business with marketing, sales, and service delivery, enabling your business to grow without compromise.
Connecting Dear Systems to HubSpot CRM
To begin the integration, log in to your Dear Systems account and go to the Integrations tab. Search for HubSpot CRM and click on Connect. Make sure to have your HubSpot account open and select the correct account if you have more than one.
Enable Synchronization
Once you have clicked on Connect, you will be prompted to enable synchronization. This will allow you to update sales, products, and customers between the two systems. You can specify the direction of the updates, whether you want to import from or export to HubSpot. You can also choose to force updates on HubSpot entities. However, it is recommended to disable the force DEAR entity update setting to prevent errors.
Custom Field Linking
Dear Systems and HubSpot CRM custom fields can be linked to streamline your data flow. This integration can be easily managed within the Dear Systems integration tab.
Error Management
If any errors occur, don’t worry. Simply go to the log tab where you can download an Excel file and investigate potential issues.
Marketing Campaigns
With this integration, your marketing team can create targeted campaigns in HubSpot CRM based on customer data from Dear Systems. This will help improve lead generation and customer engagement.
Connect Today!
Now that you know how to connect Dear Systems to HubSpot CRM, what are you waiting for? Take your business to the next level with this streamlined integration.
Support
If you run into any issues with the integration or have any questions, don’t hesitate to reach out to our support team here at Software4Business.
At Software4Business, we’re here to help you get the most out of your systems and optimize your business processes.
Subscribe to our Youtube channel for more tips and tutorials or sign up for our newsletter today or simple just contact Software4Business support.
Get Real Help with one of our Expert Consultants
Software4Business is a consulting firm specializing in Cin7 and Cloud CRM, two of the most powerful and flexible business management systems available.
With extensive experience and expertise in both systems, the team at Software4Business can help businesses of all sizes streamline their operations and improve your bottom line.
Whether you are looking to implement a new business management system, integrate with other platforms, or simply need assistance with a specific feature, Software4Business has the expertise to help you succeed.
Their team of experienced consultants can help you navigate the complex world of inventory management and provide tailored solutions that meet your specific needs.
If you are interested in learning more about how Cin7 Omni or Core and HubSpot CRM can help you grow your business, or if you need assistance with implementation or integration, don’t hesitate to reach out to Software4Business. With our 20+ years of experience and commitment to customer success, we are the perfect partner to help you take your business to the next level.
So if you’re looking for a reliable, experienced consulting firm to help you get the most out of your investment in Cin7 Omni or Core, look no further than Software4Business.
Contact us today to learn more about how they can help you achieve your goals.
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