We’ve recently just come on board as a partner and are in the process of integrating our first client. They have a custom CRM that we need to integrate with and I had some questions around this. My account manager suggested that this was the place for them
As an initial stage, the client wants to only focus on their London leads through Hubspot. We’ve identified 17k historic leads that we want to focus on plus configure the api to pull any new leads that come in through. I’m seeking a bit of clarity on the best processes here as as far as I can tell its not the most standard implementation however I was informed it was very much possible during the sales process.
I’m looking to get a spec over to their development team so that we can start work on the integration. If someone wouldn’t mind giving me a call that would be greatly appreciated - 07810372979
What is the best way to add the initial 17k contacts? manual import or via API
Going forwards - how is it best to identify and import new London leads?
Site forms - it was mentioned during the sales process that it would be best if we swapped out pre-existing forms with Hubsport forms - would this happen as part of the intial integration?
Where are the boundaries between Hubspot and the CRM. Do we need to define specific points where leads are passed back to the Clients CRM how is it recommended to split the responsibilities of the two platforms?