Integrating with HubSpot
HubSpot gives you a full arsenal of inbound sales tools to help you make the most out of each relationship, from lead to customer. Ensure that each component of your platform is properly communicating with the others so you can keep your customer journey smooth.
- Integrating Salesforce and HubSpot lets the two platforms exchange information about things like lead records, form submissions, and campaign lists. Keep communication both ways working properly so you can make the most out of inbound prospects and clients.
- Integrating Outreach and HubSpot lets you sync the data you want, either one way or bidirectionally, and lets you create field mappings that help keep everything organized. Don’t let inaccurate syncing impede your sales potential.
- Integrating Salesloft and HubSpot lets you drive revenue and close deals faster by keeping your data clean and freeing you from manual entry and updates. Be alerted if there’s an issue that interrupts communication so you can avoid errors that slow you down.
Stack Moxie is a certified app in the HubSpot marketplace.
Validation
Starters
HubSpot Form to Lead: tests whether or not a lead is routing from your form to your HubSpot system, and test any workflows a lead should flow through when created in your system.
Use Cases
Lead Routing: ensures the proper sales representative is assigned to a lead or contact as they are identified or qualified. Black-box testing is utilized to chaos engineer the many permutations of potential scenarios.
Sync Times: calculates your system sync times to ensure that no process optimizations need to be made.
Lead Lifecycle: tracks your prospects during their buyer’s journey as they flow through your lead funnel. In conjunction with lead scoring, it’s how most marketing teams track their primary metrics, including MQLs.
Lead Scoring: drives most companies’ sales outreach and prioritization. As systems have become more sophisticated, working with AI and Machine Learning to drive outcomes, predictive lead scoring has become more advanced. Hiccups in your lead scoring system can dry up your funnel and invalidate your lead lifecycle.
Script/tag validation: is essential to ensure all your attribution and reporting functionality works as anticipated. Overlapping teams without strong tag governance structures can wreck havoc on each others integrated systems by duplicating or disabling critical tags.
Features
Published Values: Exposes your single source of truth from Salesforce then lets your team test against a predefined set of values. As values change in Salesforce, Stack Moxie will proactively alert you to the updates so nothing has to break. Run tests against Published Values so Monitors never need updating.
Real-time Slack Alerts: lets your team know when failures occur so you can collaborate on how to resolve them. The broader team can learn about outages asynchronously without tickets and emails.
Time to Create / Compute: Essential for calculating your system sync times to determine if process optimizations could occur. From start to finish, determine the benchmarks and average time it takes a process to run.