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:
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:
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.
Outcome: Enhanced Data Accessibility and Streamlined Customer Management
The integration provided by Smartmates resulted in notable improvements for the beauty industry advocate’s operations:
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.
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