Create and refresh Custom Objects in HubSpot by the click of a button in Salesforce
Targeting, Segmenting, and Beyond
Continuous marketing to your current customer base is extremely important. Often, the details available on Accounts and Contacts are limited. Gaining access to additional data and insights allows you to customize and fine-tune your prospect segmentation and marketing campaigns for increased success. Even the smallest of touchpoints with a customer has a resounding impact.
Why HubSpot Custom Objects?
What if you could send follow-up communications to customers with recently closed projects? Or send pricing promotions to clients with contracts terminating within the next ninety days? By bringing operational data from Salesforce into HubSpot, you are able to craft more targeted conversations and campaigns for your customer base. The data improves your ability to cross-sell and up-sell to your existing customers. A way to do this is by utilizing Custom Objects in HubSpot to hold this data.
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Why Rithom’s Salesforce to HubSpot Object Create and Refresh (SHOCR) App?
Rithom’s Salesforce to HubSpot (SHOCR) app enables you to create and map objects and fields from Salesforce to HubSpot. SHOCR prevents the need to outsource to a third party and hire a developer when the need arises for a new custom object and its related fields. The SHOCR app enables your team to accommodate these quick fixes on the fly.
The SHOCR app is built into the Salesforce platform as a widget. Once you have identified the custom object and its related fields to map, you can complete the process with the click of a button. Should you need to add an additional field to an object that was already created, you can leverage the SHOCR widget to make the updates accordingly.
How does SHOCR work?
From the SHOCR widget within Salesforce, you select the Salesforce Object that you want to create and map within HubSpot. Next, you select the fields that you want to map to the Custom Object. And lastly, you click the ‘Create Object’ button. From there, Salesforce calls the HubSpot API to complete the action of mapping the object and its related fields. You can repeat this process as many times as your business requires.
What Actions You Need To Take?
If you’re interested in learning more about SHOCR, contact us today!
Still want to learn more about HubSpot Custom Object Creation? View our Case Study
Prerequisite: HubSpot Enterprise Subscription Required. HubSpot Professional Subscriptions are not enabled.
