Overview
Sona lets you connect and use your CRM data alongside its web tracking and account enrichment capabilities. This guide gives step-by-step instructions for establishing a connection with HubSpot. You can also integrate Sona with Salesforce, and if you use a different CRM, contact [email protected] for help establishing the connection.
Connecting HubSpot to Sona
Follow these steps to authorize the integration:
Click Connect in the left panel under HubSpot.
You are redirected to HubSpot, where you can authorize the integration with SSO.
Select your HubSpot admin account, then click Choose Account.
Click Connect App, and you are done.
That is it. Sona will start pulling your CRM data from HubSpot.
Note: to sync your Sona data back to HubSpot, manage the integration by clicking Connectors on Sona's main menu.
What connecting HubSpot gives you
Connecting HubSpot unlocks a few key benefits:
Monitor and engage accounts: effectively monitor, qualify, and engage your target accounts.
Deeper insight: gain valuable insight into deal progression and the browsing behavior of your target accounts.
New opportunities: discover new accounts and leads that are browsing your website.
Click Next to continue the onboarding steps.
FAQs
Can I connect a CRM other than HubSpot?
Can I connect a CRM other than HubSpot?
Yes. Sona also integrates with Salesforce. If you use a different CRM, contact [email protected] and the team will help you establish the connection.
How do I sync Sona data back to HubSpot?
How do I sync Sona data back to HubSpot?
Once connected, you can manage the integration and configure syncing your Sona data back to HubSpot by clicking Connectors on Sona's main menu.
What happens after I connect?
What happens after I connect?
Sona begins pulling your CRM data from HubSpot. With that data in place, you can monitor and engage target accounts, see deal progression and browsing behavior, and discover new accounts and leads visiting your website.