Data Driven Integrations for HubSpot 3

DATA VS EVENT DRIVENWhat’s the Difference?

Why Choose One or the Other?

Data Driven

• Keeps data in sync across systems

• Allows data management from single OR multiple sources

• Allows users to leverage all data in one system in another system

• Data updates in either system trigger the synchronization

• May require additional time to synchronize very large data sets

• Bad data begets bad data

Event Driven

• Relies on triggering event in system A (form submission, field update, etc)

• Relies on specific action in system B (add user to webinar)

• Requires many events to do full data replication

• Can be very fast since not all data in being transferred

HOW BEDROCK WORKSHow We Keep HubSpot and Other Systems in Sync

Synchronization Timeline

① Bedrock asks HubSpot for all changed records

② Bedrock asks system B for all changed records

③ Bedrock de-duplicates and merges all data

④ Bedrock determines what records require updates in HubSpot or system B

⑤ Bedrock sends updates to HubSpot

⑥ Bedrock sends updates to system B

⑦ Repeat process about every five minutes, 24-7-365

What Systems Can Bedrock Sync?Bedrock can synchronize data between HubSpot and many other business tools such as CRMs and other marketing platforms

What Data Can Bedrock Sync?Bedrock can sync HubSpot Contacts to “like” records in other systems• CRM Leads and

Contacts• Email Marketing

Subscribers• Webinar Attendees• eCommerce

Customers

Users can customize the fields that are synced between the records

Can Users Control What Goes In and Out of HubSpot?

Bedrock Data allows users to control what data syncs:

① Inclusion Lists control what flows out of HubSpot

② Filters control what flows into HubSpot

CUSTOMER SUPPORTHow Does a User Get Support for Bedrock Data

Bedrock Data Support

Today

• Bedrock uses Zendesk to manage support tickets

• Users can simply go to www.bedrockdata.com/support to submit and manage their tickets

• SLA: We’ll respond within 1 business day

• Bedrock may schedule follow-up phone calls with customers to further investigate / solve issues

Soon

• Bedrock will continue to use Zendesk and require users to submit tickets

• Bedrock will be publishing their 877 number to provide immediate support in emergency cases

SETUP EXAMPLEHow Does a User Setup an Integration

Choose Your SystemsSelect which systems you’d like to integrate

Select the System of RecordTell Bedrock Data which system should win in case of data conflicts (HINT: This is usually your CRM)

Connect Each SystemProvide your credentials for each system

Customize Your IntegrationChoose what to sync and map additional fields

Start Your IntegrationClick the green Start button and once you’ve provided payment information your trial and your integration will begin right away

Use the Status button to see what’s going on