Sona enables you to easily connect and utilize your CRM data alongside Sona's web tracking and account identification capabilities. This guide provides step-by-step instructions on how to establish a connection with HubSpot. You can also integrate Sona with Salesforce. If you are using a different CRM, please feel free to contact [email protected] for assistance in establishing the connection.
HubSpot CRM Integration with Sona
Click Connect in the left panel under HubSpot.
You will be redirected to HubSpot where you can authorize the integration with SSO.
Select your HubSpot (admin) account, then click “Choose Account”.
Click Connect App and done.
And, that’s it! Sona will start pulling your CRM data from HubSpot.
NOTE: To sync your Sona data back to HubSpot, you can manage the integration by clicking “Connectors” on Sona’s main menu.
There are a few key benefits:
You can more effectively monitor, qualify, and engage your target accounts based on their website visits.
You can gain valuable insights based on intent signals generated from your target accounts.
Additionally, you can discover new accounts and leads that are browsing your website.
Click “Next” to continue the onboarding steps.