Hello all! Extremely sorry as this may have been answered before, but we are total newbies to HubSpot and marketing automation. We currently are using Microsoft Dynamics as our CRM for deals, contacts, etc. but are looking at either Marketo or HubSpot for our marketing automation and more importantly, tracking who exactly comes on our website and what their actions are.
We currently are on the sales starter and marketing starter packs, but are unsure if HubSpot can even allow this. Here is what we want to do.
Let’s say we have an email and contact in our Dynamics CRM named Dave Johnson from Wells Fargo with his email. Wells Fargo is a potential target and we have met with him before. Over the past 2 months, 2 people have viewed our site multiple times from Wells Fargo. While we have an idea that it COULD be Dave, we have no idea. I have been told that there is a way to send Dave an email, and when he clicks a link in the email OR fills out a form on the site, all of his activity for the last 2 months would be attributed to him. So this would allow our sales team to see when Dave has gone on the site, what he has clicked, etc. this is very valuable to us.
The question is, how do we do it? And at what level of HubSpot do we need to be at for it to work? And do we need an API connection in addition to the email extension? So many questions!