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Integrating Hubspot CRM with XTRF CRM

Mostafa Tarek Mostafa 2 years ago in Something Else updated by Bogusław Reich (XTRF Product Owner) 1 year ago 4

Our business development team has been using Hubspot CRM for a long time and we want to know if there is a way to integrate the data they have on Hubspot CRM with XTRF. something that doesn't require manual data entry.

Answered

Expanding Home Portal API to include methods related to operations on CRM activities is on a waiting list for our development roadmap.

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@XTRF any updates to the plans of expanding the HP API for CRM activities? Still on the waitlist, or (hopefully) nearing release...?

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Currently, we don't plan any developments in that area in short- or mid-term perspective.

We've looked at creating a connector to Hubspot so that people don't have to update deals and quotes/opportunities, but there are two problems:


1) There is currently no API access to opportunities. So that means we just have to use quotes and not opportunities, which is not ideal. In our opinion, opportunities should be added to the API and more robust functionality on multiple offers in opportunities and how that interacts with quotes, and how that can be controlled/written by the API should be a future feature. However, according to the XTRF team, the focus is understandably on Project Management functions, not sales ones, so I think that I won't hold my breath for XTRF to become an end to end system, we will still have to use an outside CRM.

2) The logic around companies/contacts/deals is a bit different than in Hubspot and most real CRMs, so we haven't quite worked out how we want to achieve an integration yet. We are thinking instead of a passive system that just copies all the work in both places, we are going to make an active one where you can say I want to push just this data from XTRF to Hubspot or vis versa.  But again, it has not been a priority, weighing the time of our sales people to the cost of building and testing and trouble shooting an integration. Also XTRF has some limitations on what can and can't be accessed in or written in the API which also makes the effort and thinking of workarounds a bit cumbersome, so we just haven't done it.