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Business problem:
Currently, there is no integration between HubSpot and respond.io. Contacts updated in HubSpot are not automatically reflected in respond.io, and vice versa. This lack of integration leads to inconsistent customer data, causing confusion among team members, inefficient workflows, and potential miscommunication due to outdated information.
Desired outcome:
  • Flexible Contact Data Sync Options:
    Implement a HubSpot integration that allows users to choose how contact data is synchronized: (One-way sync from respond.io to HubSpot, One-way sync from HubSpot to respond.io or Two-way sync)
  • Data Consistency:
    Ensure that contact information remains consistent across platforms based on the selected synchronization option.
  • Custom Field Mapping:
    Support the synchronization of custom fields and properties to maintain comprehensive customer profiles.
Use Cases:
  • Customizable Synchronization:
    Businesses can tailor the integration to fit their workflows by selecting the appropriate sync direction.
  • Unified Customer Information:
    Sales and support teams have access to the most current customer data on both platforms, based on their synchronization preferences.
  • Efficient Communication:
    Up-to-date contact details prevent misdirected communications and enhance customer interactions.
  • Operational Efficiency:
    Eliminates the need for manual data entry and import/export processes, reducing errors and saving time.
The current workaround:
Users must manually export contacts from HubSpot and import them into respond.io, and vice versa.