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Key Features Of MYOB Exo HubSpot Integration

Targeted Sales Campaigns

The MYOB Exo HubSpot integration gives you total control and visibility of your campaigns and sales pipeline. Your sales team can use the financial data to create quotations on Exo for deals and ensure seamless conversion. The integration also allows you to segment your customers and leads on CRM, create specific pricing and quantity breaks on Exo, and reach out to customers with your message.

The lead and contact management of Exo allow you to automatically share every customer and lead data with HubSpot CRM. This makes your CRM the single source of truth about your customers and leads. The data integration also enables you to offer your customers additional features such as chatbots to enhance engagement.

Efficient Marketing Activities

Understanding your audience’s journey and leads on your front-end system is critical for conversion. Whether you have an Ecommerce, service platform, or any other B2B/B2C environment, it is important that you create a seamless experience for the visitors.

The MYOB Exo HubSpot integration helps you get specific insights into their journey on your platform, expectations, bottlenecks, etc. This allows you to address their concerns and create a smooth journey. Additionally, the integration enables you to use the bulk Email option of MYOB Exo for campaigns. Additionally, the Email marketing feature of HubSpot helps you connect your leads with more tailored campaigns.

Seamless Service Experience

MYOB Exo HubSpot integration helps you streamline most processes associated with your service. The accurate system data enables your service teams to communicate updates and information more effectively and have improved customer relationships. Your team will also communicate the most-updated information to the customers and minimise customer conflicts.

The integration also allows you to gain access to warranty details and service agreements of the products and provide quick resolutions to customers’ concerns. With end-to-end data integration, you can also give your customers self-service portals to help them get their order details, product data, invoices, payment details, order updates, tracking, and more to have minimal contact with your business.

Discrete systems are the biggest bottlenecks for businesses as they don’t share data and demand a lot of manual data entry. This makes processes resource-intensive and less efficient to give a next-level service experience to the customers.

Creating cohesive systems helps you achieve data integrity and a 360-degree view of your customers and campaigns. Therefore, you will see the issues of data inconsistency and costly reworks due to errors. This simplifies the jobs of your marketing, sales, and service teams and helps you give more targeted campaigns.

The integration also automates several subtasks in both your CRM and accounting tool and enables your business to achieve organisational efficiency.

SaaS Integrator gives you options to decide the data flow between your systems. You can either choose Exo to HubSpot, HubSpot to Exo, or bidirectional syncing. Importantly, you can set the data flow differently for different modules of your systems using SaaS Integrator.

The integrator also helps you check or uncheck specific data fields on each module. Therefore, you can also choose the data to be reflected on the other system for efficient data exchange. This greatly reduces data redundancy and inconsistency that can lead to inefficient data management.

SaaS Integrator has an interactive Dashboard that gives a single view of the key data of your business. This helps you quickly understand the performance of your business and make more accurate decisions. You will see total new customers, orders, fulfilled orders, synced data, and more.

The integrator also gives the key data of various processes as different modules on the Dashboard. This allows you to get insights into the performance of specific processes of your business. The Dashboard also gives you quick access to the integration settings module-wise. You can also customise the Dashboard of your integrator to see the most critical data of your business reflect on it.

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How does MYOB Exo integrate with HubSpot?

You have multiple integration options to connect your MYOB Exo with HubSpot. The popular data syncing options include middleware, manual integration with APIs, and third-party integration apps. While middleware is an intermediary integration system offered by your ERP or CRM providers to connect with external systems, software professionals create manual integrations by coding using APIs of the systems.

Third-party integration apps are usually minimal-coding SaaS-based systems that help you create data connections without much technical knowledge. If you are looking for a code-free, customised, and advanced integration option, SaaS Integrator is an excellent choice for you. The integrator has an intuitive setup wizard that allows you to establish data connections between your systems quickly.

Does MYOB Exo integrate with HubSpot?

Of course, you can integrate MYOB Exo with HubSpot by various means. However, if you are searching for a codeless, tailored integration option, SaaS Integrator can be the right choice. The iPaaS integrator has an intuitive UI to help you develop data connections between your systems without hassles.

Additionally, it features out-of-box integration apps, advanced tools, and pre-built templates to help you create data connections for common use cases. It also has an interactive Dashboard that gives you a quick view of the key data of your business for making accurate business decisions.

Integration Platforms

SaaS Integrator is a codeless iPaaS integration platform that allows you to connect your Ecommerce with ERP and various other backend and third-party systems. The Integrator creates seamless connections between all the major Ecommerce, ERP, CRM, accounting, POS, and marketing systems. Explore various systems and tools SaaS Integrator connects with: