Effortlessly Sync Data Between SimPro and HubSpot | Integration Walkthrough

Описание: Boost Your Sales with Simpro and HubSpot Integration | SyncEzy Demo

0:00 - Introduction
Welcome to SyncEzy’s demo of the Simpro HubSpot integration. Learn how to streamline your lead management and sales pipeline with seamless data syncing.

0:20 - Why Use HubSpot with Simpro?
Discover the benefits of integrating HubSpot CRM with Simpro, enabling bi-directional data sync for leads, contacts, and quotes.

0:39 - Syncing Leads and Contacts
See how leads and contacts flow between HubSpot and Simpro, and how this integration improves customer communication.

1:05 - Syncing Quotes to Deals in HubSpot
Learn how quotes created in Simpro are automatically turned into deals in HubSpot, enhancing your sales process.

1:30 - Custom Fields for Linking Data
Watch how custom fields in HubSpot link back to Simpro, keeping data connected across both platforms.

1:55 - Managing Sales Pipeline and Opportunities
Explore how pipeline stages and deals are updated automatically in both systems for real-time visibility.

2:20 - Integration Portal Setup
Understand how to set up and pair customer, contact, and quote fields using the SyncEzy portal for a seamless integration.

2:40 - Real-Time Data Sync
Learn how updates made in HubSpot are reflected back in Simpro, ensuring all data is up-to-date.

3:05 - 24/5 Support and Assistance
Discover the support options available: live chat, phone, and email, along with access to the knowledge base for self-service.

3:30 - Security and Compliance
Learn about our SOC2 Type 2 certification and security measures, ensuring safe and reliable data syncing.

4:00 - Conclusion
Thank you for watching! For questions, reach out via our 24/5 support chat or visit our website.