How HubSpot Transformed Businesses for A Beauty Industry Advocate

Smartmates has helped overcome challenges in Customer and Data Management and achieve results with HubSpot.

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  • Gain actionable insights to enhance Customer and Data Management.

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Streamlining Customer and Data Management for a Beauty Industry Advocate with HubSpot CRM

Discover how Smartmates helped a beauty industry advocate integrate October CMS with HubSpot CRM using Zoho Flow, enabling efficient customer management and data accessibility.

In the beauty and aesthetics sector, managing customer, business, and deal data efficiently is crucial to support industry professionals and businesses. This organisation is dedicated to advocating for industry standards, providing resources, and representing members’ interests to authorities. They initially managed all customer data within October CMS but needed a more comprehensive solution. With the help of Smartmates, a certified HubSpot solutions partner, they successfully integrated October CMS with HubSpot CRM, enabling seamless data management and customer interaction through HubSpot.

Challenges in Lead Management and Form Integration

Before partnering with Smartmates, the beauty industry advocate faced several challenges:

Lack of a CRM System

They initially did not have a CRM system to manage customer information, relying solely on October CMS for customer data.

Disjointed Data Access

With data only accessible within October CMS, they struggled to manage customer interactions effectively and required a more streamlined system.

Need for Data Integration

Once they adopted HubSpot CRM, they needed customer, business, and deal data from October CMS to be available within HubSpot for seamless customer management.

Recognising the need for an integrated solution, they approached Smartmates to facilitate the data transfer and connect their October CMS platform with HubSpot CRM.

The Smartmates Solution: Integration through Zoho Flow

To address these needs, Smartmates implemented an integration solution using Zoho Flow:

Zoho Flow Webhook Installation

A webhook was set up on the backend of October CMS, allowing seamless communication between October CMS and HubSpot CRM.

Data Transfer Automation

The webhook was configured to activate upon the creation or editing of customer, business, and deal data in October CMS. This automated workflow ensured that all relevant data was transferred to HubSpot CRM.

Collaborative Setup

Working alongside the client’s October CMS consultant, we ensured that the webhook only triggered necessary data transfers, optimising task usage on Zoho Flow.

This solution provided the client with a fully integrated system, enabling them to manage all customer data directly within HubSpot CRM, while maintaining their existing data in October CMS.

Related product:

Related integrations:

Outcome: Enhanced Data Accessibility and Streamlined Customer Management

The integration provided by Smartmates resulted in notable improvements for the beauty industry advocate’s operations:

Improved Data Accessibility

By transferring customer and business data from October CMS to HubSpot CRM, the client gained a centralised system to access all relevant information.

Streamlined Customer Management

The integration allowed them to manage all customer interactions through HubSpot CRM, enhancing efficiency.

Optimised Workflow

The automated data transfer reduced manual effort, providing a reliable and consistent data management system to support their business goals.

Why Choose Smartmates? Your Certified HubSpot Partner

Smartmates is a certified HubSpot solutions partner with a proven track record of tailoring HubSpot solutions to meet unique client needs. Our expertise spans HubSpot’s suite of tools and integration solutions, ensuring streamlined workflows that enhance efficiency. By partnering with Smartmates, your business gains access to expert support, industry-specific insights, and customised solutions to help you achieve sustainable growth.

Transform your customer and data management processes with Smartmates, a HubSpot partner dedicated to simplifying operations and helping you stay competitive in the beauty and aesthetics industry.

Explore Our Services

New Setups

We offer seamless, stress-free HubSpot setup services, customising everything from CRM configurations to complex integrations

On Demand Support

Our expert HubSpot specialist team is available to jump in whenever you need, offering quick, reliable support for any ad-hoc challenges that arise

Project Rollouts

When it comes to HubSpot implementation, we ensure every detail is handled with precision.

Training Programs

Our training is designed to give you confidence in using HubSpot effectively.

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