Integrations with HubSpot

HubSpot integrations connect your HubSpot platform with other business systems and applications, allowing data to flow seamlessly between them. These connections enable you to centralise your data, automate processes across platforms, and create a unified view of your customer journey. Integrations can range from simple data synchronisation to complex, custom-built solutions that transform your business operations.

"I wanted an individual to be able to purchase directly on our website, process their transaction on Stripe, pass their information into HubSpot creating/updating the contact, creating a deal, associating it with the correct line item, pass their transaction to our finance system and finally enrol them in the relevant course in our Learning Platform... that is exactly what we achieved." — Amy McPartlan, Chief Operating Officer, Digital Learning Institute (Education)

Integrations eliminate data silos and manual data transfer between systems, delivering numerous benefits:

• Increased efficiency – Automate data entry and processes across platforms
• Improved data accuracy – Eliminate human error from manual data transfer
• Enhanced customer experience – Create seamless customer journeys across touchpoints
• Better insights – Gain a complete view of customer interactions and business performance
• Time savings – Reduce repetitive tasks and focus on higher-value activities
• Scalability – Support business growth without proportionally increasing administrative work

Proper integrations ensure your technology stack works as a cohesive ecosystem rather than disconnected tools.

"We successfully delivered our very challenging implementation that included many bespoke and unique elements that Plus your business were able to resolve and workaround. If you are looking for a partner that is there by your side every step of the way, quick to respond and get what you need, Plus Your Business are ideal." — E-Commerce Director, Hampers (Retail)

We offer several types of HubSpot integrations to meet different business needs:

• Marketplace integrations – Configuring third-party apps from HubSpot's App Marketplace
• API integrations – Developing custom connections between HubSpot and other systems
• Webhook integrations – Creating event-triggered data flows between platforms
• Data migration and sync – Ensuring consistent information across multiple systems
• Two-way integrations – Enabling bidirectional data flow between HubSpot and other platforms

Our team will recommend the most appropriate integration approach based on your specific requirements and technical environment.

"From HubSpot implementation to a full marketing solution, Plus Your Business do it all brilliantly! They know everything there is to know about HubSpot but totally understand branding, sales and marketing too, which has made the entire process so enjoyable as well as incredibly useful." — Team Lead, Kujenga (Media & Publishing)

We follow a structured, five-step process to ensure successful integrations:

• Consultation – We discuss your business needs and integration goals
• Data Mapping – We carefully analyse your current system structure and map it to HubSpot
• Integration – Using a sandbox, we build a prototype of the integration, ensuring no disruptions to your operations
• Quality Assurance – Every detail is double-checked for accuracy and functionality
• Launch & Support – We train your team with ongoing support to ensure a smooth process upgrade

This methodical approach minimises risks and ensures the integration meets your specific business requirements.

"Working with Plus Your Business has been a pain-free experience! We worked with Plus Your Business to set up the integration of HubSpot with our Microsoft Dynamics CRM system... Would recommend Plus Your Business to anyone looking for assistance with integrations and want it taken care of completely." — Marketing Manager, Carousel (Transportation & Storage)

Integration timelines vary based on complexity:

• Simple native integrations – 1 day
• Moderate complexity integrations – 4 weeks
• Complex custom integrations – 8-12 weeks

Factors affecting the timeline include the number of data points to be mapped, the complexity of business logic, the need for custom development, and the quality of your existing data. We'll provide a specific timeline estimate after our initial consultation.

"Martin and Elisa were quick to highlight our challenges, suggest possible actions, assist with deployment and follow through all the way to the completion. We were lucky to have their PRO experience." — Technical Director, Yoello (Hospitality)

We prioritise minimising disruption to your business. Our approach includes:

• Sandbox development – Building and testing in an isolated environment
• Staged implementation – Making changes incrementally
• Off-hours deployment – Scheduling critical changes during low-activity periods
• Rollback plans – Ensuring we can revert to previous setups if needed
• Parallel running – Operating both old and new processes during transition periods

Most clients experience minimal to no disruption during the integration process. Any potential disruptions will be clearly communicated and scheduled in advance.

"Their team helped us rebuild the plane while it was flying - extracting an unnecessary and problematic custom object - and providing the guidance we needed to make the most of HubSpot's built-in functionality and prepare our data appropriately. No simple feat, it was carried off expertly." — Jessie Collins, Director of Technology Strategy, Really Great Reading (Education)

We have experience integrating HubSpot with a wide range of business systems, including:

• Financial platforms – Stripe, Xero, QuickBooks
• E-commerce systems – WooCommerce, Shopify, Magento
• CRM and ERP systems – Salesforce, Microsoft Dynamics, Orderwise
• Marketing tools – Mailchimp, Facebook Ads, Google Ads
• Communication platforms – Slack, Microsoft Teams
• Event management – GoToWebinar, Zoom, Eventbrite
• Learning platforms – Thinkific LMS
• Customer service tools – Zendesk, Intercom, Aircall
• Website platforms – WordPress, Drupal, Custom websites
• Project management – Asana, Monday.com, Trello

If you use a system not listed here, we can still help. Our technical expertise allows us to integrate HubSpot with virtually any platform that offers API access.

"PYB are now working on a complex integration with our ERP system, this is a challenging task however thus far all is well and I'm confident and excited to see the outcome." — Managing Director, JMAC Group (Construction)

Yes. We specialise in creating custom integrations between HubSpot and proprietary systems. Our approach includes:

• Thorough analysis of your custom system's architecture
• Detailed API documentation review
• Developing custom middleware when necessary
• Creating appropriate authentication protocols
• Building robust error handling and logging
• Establishing data transformation rules

"I was particularly doubtful about making a remote consultancy. However, the first meeting with Martin and Elisa convinced me. The weekly web meetings that followed with clear goals and documented progress soon greatly improved our HubSpot implementation." — Hugo Birkelund, CEO at Energy Quantified (now Montel Group)

Absolutely. Data consolidation is a common integration scenario we handle. Our process involves:

• Identifying all relevant data sources
• Creating a unified data model
• Developing data transformation rules
• Establishing clear "source of truth" hierarchies
• Implementing deduplication processes
• Creating ongoing synchronisation

We can help you create a 360-degree view of your customers and business operations within HubSpot, pulling in data from multiple disparate systems.

"We couldn't recommend Martin and Elisa more. They helped us migrate over to HubSpot from our previous CRM, implementing a structure based on what we needed and also providing post-migration training for our teams. They made what would have been a chaotic transition for us easy." — Operations Director, Stacker (Media & Publishing)

Yes. Financial system integration is one of our specialties. We can synchronise:

• Customer and account information
• Invoice and payment data
• Product and pricing information
• Subscription details
• Revenue and transaction history

This integration enables accurate revenue reporting, streamlined billing processes, and better financial visibility within your HubSpot CRM.

"Elisa and Martin have been a pleasure to work with. They quickly respond to queries and take the time to explain how to implement the changes or reports we require. They took the time to understand how our business works and what data we wanted to capture." — Michael Mathlin, Business Development Manager at Capital on Tap (Financial Services)

The types of data that can be synchronised depend on the specific systems and their APIs, but commonly include:

• Contact and company records
• Deal/opportunity information
• Product and pricing data
• Communication history
• Marketing engagement metrics
• Sales activities
• Customer service tickets
• Financial transactions
• Custom object data

During our consultation, we'll identify which data points are most valuable to synchronise based on your business processes and reporting needs.

"They were both very responsive and helped to rectify any issues that cropped up during the migration from our existing CRM. This can also be said for the rest of the team; Darian has been extremely helpful and quick at rectifying any issues which have been raised." — CRM Manager, Insight Systems (Manufacturing)

Data security is paramount in our integration process. Our approach includes:

• ISO 27001 certification – We follow strict information security protocols
• Data minimisation – Only transferring necessary data between systems
• Encryption – Ensuring data is protected during transit
• Secure authentication – Using appropriate authentication methods
• Access controls – Limiting who can view or modify integration settings
• Audit trails – Maintaining records of data transfers
• GDPR compliance – Ensuring integrations respect data protection regulations

We'll work with your IT security team to ensure all integrations meet your organisation's security requirements.

"Super easy implementation experience, the team at PYB delivered on everything promised and were a pleasure to work with, good guidance, training and after-sales, would definitely recommend and will use again when we implement other modules." — Operations Manager, United UK (Hospitality)

Maintaining data quality is a key focus in our integration approach:

• Data validation rules – Setting parameters for acceptable data
• Error handling protocols – Managing exceptions gracefully
• Duplicate detection – Preventing redundant records
• Data cleansing – Improving quality during migration
• Monitoring systems – Alerting when issues arise
• Regular audits – Checking for synchronisation issues
• Clear ownership – Establishing which system "owns" each data type

These measures ensure your integrated systems maintain high data integrity over time.

"Martin and Elisa provided the kind of support you hope for. Elisa was extremely patient and went the extra mile to find a solution that worked for us, not that works for the software." — Technical Director, EDGE10 Group (Entertainment)

Yes. We specialise in tailoring integrations to match your unique business processes rather than forcing you to change your operations to fit standard integrations. Our customisation capabilities include:

• Custom field mapping – Aligning data fields across systems
• Business rules implementation – Creating specific logic for data flow
• Conditional workflows – Triggering actions based on business criteria
• Custom objects – Integrating non-standard data structures
• Bidirectional synchronisation rules – Controlling how data updates flow between systems
• Custom middleware – Building connection layers when needed

"It was an absolute pleasure to work with Plus Your Business - finding an off-the-shelf CRM has been a challenge in our sector, and so it's great that this service helped us customise HubSpot to the needs of the business." — Laurance Bridge, Head of Sales at WaterBear The College of Music (Education)

Getting started is straightforward:

1. Initial consultation – Contact us to discuss your integration needs
2. Assessment – We'll evaluate your current systems and requirements
3. Proposal – We'll provide a detailed plan and quote for your integration
4. Kickoff – Once you're ready to proceed, we'll schedule a kickoff meeting
5. Implementation – We'll follow our five-step process to complete your integration

Contact martin@plusyourbusiness.com to arrange your initial consultation.

"The tutorials and personal videos they do are a great touch, too." — Operations Director, BPI Auctions (Retail)

To make our initial discussion as productive as possible, consider preparing:

• A list of the systems you want to integrate with HubSpot
• Key business processes you want to streamline through integration
• Types of data you need to synchronise between systems
• Current challenges with manual data transfer or disconnected systems
• Any technical documentation for your existing systems
• Timeline considerations for your integration project

Don't worry if you don't have all this information ready – our consultation process will help identify what's needed.

"We have enjoyed seeing the progress we've made working with Plus Your Business. Elisa has embraced our unique use of HubSpot and our slightly different processes." — Operations Manager, Axil IS (Waste Management)

Our qualifications for HubSpot integrations include:

• HubSpot Diamond Solutions Partner status
• HubSpot Custom Integration Accreditation – Rigorously assessed by HubSpot
• ISO 9001 and 27001 certifications – Ensuring quality and security
• Extensive API development experience
• 100+ successful HubSpot implementations
• Cross-industry integration expertise

"I look forward to working with PYB into the future. I couldn't recommend them more. Lovely team, so nice to deal with, reliable and their enthusiasm for 'what is possible' is infectious. The sky is the limit." — Amy McPartlan, Chief Operating Officer, Digital Learning Institute (Education)