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BTA Hotline: News

Compass Sales Solutions Announces New Enhanced Integration With HubSpot

Monday, July 24, 2017  
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Compass Sales Solutions has announced that it now offers an API integration with HubSpot, keeping Sherpa up to date with added and edited information in HubSpot, and giving users access to HubSpot contact info quickly and easily from Sherpa.

Sherpa's previous HubSpot integration allowed users to link to contacts' HubSpot accounts while in Sherpa, connecting users to HubSpot information and social media accounts. With the new API integration, sales teams can maximize their marketing strategies with added or edited accounts, contacts and deals being automatically pushed from HubSpot to Sherpa. The new integration in Sherpa also provides a view of HubSpot contact information such as original source of the contact, initial and last pages viewed, and which website forms the contact completed. This integration works directly with the full CRM version of HubSpot, keeping Sherpa up to date with information entered in HubSpot and eliminating the need to enter data in multiple systems.

"This enhanced integration with HubSpot provides great time-saving features for sales reps," said Tami Dittemore, vice president of operations, Compass Sales Solutions. "As leads come through your website, HubSpot pushes them directly into Sherpa for the sales rep to pursue. Streamlining incoming website leads and contact information, in addition to putting marketing data at your reps' fingertips in Sherpa, ensures they are making the most of their time and resources."

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