/

/

Custom HubSpot Integration

Integration

Tuesday, April 19, 2022

Custom HubSpot Integration

Seamless integrations drive business success. Learn how Surpass Solutions built a custom HubSpot-WordPress CRM integration and can help you too!

Featured image for Custom HubSpot Integration
Featured image for Custom HubSpot Integration
Featured image for Custom HubSpot Integration

It’s tempting these days to take systems integration for granted. From “smart fridges” to FitBits, it’s easy to assume all platforms speak to each other seamlessly using the same language. But the reality is, especially when it comes to your business, vital integrations between key platforms don’t spontaneously spring to life. They often take careful consideration, customization, and implementation to be done right. 

Many times these integrations enable an important element of your business model. For example, an SMS integration with your scheduling software. Or, ensuring inventory on-hand is accurately broadcast to multiple sales channels simultaneously (and decremented, too). 

What could be more important than ensuring your sales team has timely and accurate access to prospects and leads? Sales processes in particular vary greatly across industries and between companies. CRM integrations for that reason are rarely standard, and our latest HubSpot integration is a prime example of that. 

Starting with source data, we built a custom function within WordPress to retrieve lead form submissions that were being captured through Gravity Forms. Within HubSpot, we had access to a private app with access token which required us to use the OAuth 2.0 authentication method. From there, we mapped all lead entry fields to custom properties on the Deal and Contact objects, and made sure they were linked. 

Ultimately we were able to house all the code with a custom WordPress plugin that can be used to onboard additional lead sources, or even integrate with multiple CRM instances. 

Solid system integration is a key ingredient to long-term success in your business, and it can’t be left to chance. Good data sharing across an organization can also enable collaboration between departments (and partners!) and the ability to accurately forecast projections and anticipate issues before they become problems.

Surpass Solutions specializes in systems integrations so if there are any silos or inefficiencies in your organization, or if your business is evolving, changing, or growing, don’t hesitate to reach out and we can evaluate your needs and build a custom connection just for you!

Thanks for reading!

More articles

Our platform is designed to empower businesses of all sizes to work smarter and achieve their goals with confidence.

May 2, 2025

Tips and best practices for building a reliable and efficient task management process.

Featured image for Supplier Guide: Direct-to-Consumer vs. Warehouse Order Processing

May 2, 2025

Navigate retail's evolution with insights on direct-to-consumer and warehouse fulfillment strategies to streamline operations and exceed customer expectations.

Featured image for Supplier Guide: Direct-to-Consumer vs. Warehouse Order Processing

Apr 30, 2025

Tips and best practices for building a reliable and efficient task management process.

Featured image for 9 Essential Metrics to Transform Your Inventory Management

Apr 30, 2025

Optimize inventory management with key metrics like turnover, DIO, and demand accuracy to improve efficiency, reduce costs, and enhance customer satisfaction.

Featured image for 9 Essential Metrics to Transform Your Inventory Management

Apr 28, 2025

Tips and best practices for building a reliable and efficient task management process.

Featured image for Understanding Global Location Numbers (GLNs): A Complete Guide

Apr 28, 2025

Understand Global Location Numbers (GLNs) and their role in simplifying location identification, boosting supply chain efficiency, and enhancing business processes.

Featured image for Understanding Global Location Numbers (GLNs): A Complete Guide

May 2, 2025

Tips and best practices for building a reliable and efficient task management process.

Featured image for Supplier Guide: Direct-to-Consumer vs. Warehouse Order Processing

Apr 30, 2025

Tips and best practices for building a reliable and efficient task management process.

Featured image for 9 Essential Metrics to Transform Your Inventory Management

Apr 28, 2025

Tips and best practices for building a reliable and efficient task management process.

Featured image for Understanding Global Location Numbers (GLNs): A Complete Guide

Apr 25, 2025

Tips and best practices for building a reliable and efficient task management process.

Featured image for Understanding Business Identification: The Complete Guide to DUNS Numbers

Let's connect!

Free Order to Cash Assessment

Meet with an EDI expert, receive a written assessment, with ROI, NPV, TCO and 3-5 year projections - at no charge.

Background Image

Let's connect!

Free Order to Cash Assessment

Meet with an EDI expert, receive a written assessment, with ROI, NPV, TCO and 3-5 year projections - at no charge.

Background Image

Let's connect!

Free Order to Cash Assessment

Meet with an EDI expert, receive a written assessment, with ROI, NPV, TCO and 3-5 year projections - at no charge.

Background Image