Customer Retention Rate
What We Do
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Custom Integration
Established integration recipes
Field mapping guidance
Project management
Custom sync builds
All objects, including custom objects
Onboarding
Platform configuration
User management
Custom property development
Workflow development
Email template development
Form creation
Training
Marketing, Sales, Service orientation
Live remote sessions
Recorded sessions
Written guides
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Enablement Apps
1:1 & automated bi-directional text messaging
Status tracking portal
Multiple price lists on Deals object
Real-time inventory lookup from Deals
Enablement Services
Technology blueprint
Data migration
Data cleanup
CRM consulting
Ongoing Support
Sync modifications
Chat, phone, & email support
CRM maintenance
Report building
Workflow building
Who We Serve
We typically serve customers with 10-100 CRM seats in the US. Our focus is custom integration, onboarding, training, and platform architecture.
Who We Are
Established in 2013, Integrate IQ is a HubSpot Diamond partner, Aircall partner, certified Avionté integration, and Pipedrive partner. We are CRM-centric and make CRM platforms even better by seamlessly connecting third-party data sources and building SaaS applications that fill gaps in CRM capabilities.
Services
CRM Integration
We enable our customers to get the data they want in the systems they know. We connect the systems that enable your sales team needs to know when a customer’s contract is up for renewal; your accounting team to know when a deal closes; or the marketing team wants to announce nurture existing customers. There are a million reasons to synchronize data across systems and we have enabled most of them.
We put our money where our mouth is
On average, 50% of system integration projects fail. Integrate IQ has a nearly flawless success rate. Our engineers are world class and our standardized approach to each integration virtually ensures success. We have failed to integrate only four systems. Ever. In fact, if we can’t synchronize your data, we’ll give you your money back.
Nobody is faster
On average, we have data flowing from our customer’s first sync in eight weeks.
Established systems and processes ensure success
We have developed 42 integration recipes covering the vast majority of scenarios. While there are still edge cases, our recipes bring structure and certainty to a typically messy process.
Unrivalled Integration Track Record
More than 5 million fields synch through Integrate IQ-built integrations every day. In fact, we have successfully synchronized 16 billion fields for our customers, including explorations and integrations with more than 200 different systems.
Onboarding
Embarking on your HubSpot journey can be both exciting and daunting. HubSpot provides platform onboarding services consisting of coaching and video based resources as a training tool. If you find you need more support, or hands on keyboards. Our onboarding program may be for you.
Whether you’re new to the platform or transitioning from another system, our dedicated hands on keyboards onboarding services are tailored to ensure a smooth and efficient setup. With a deep understanding of HubSpot’s features, we provide guidance on everything from the initial setup, configuration and data migration to template setup, workflow optimization and report and dashboard development, ensuring you maximize your investment from day one.
Recognizing that every business is distinct, our HubSpot onboarding approach is highly personalized. Our team of experts will work closely with you to understand your specific goals, challenges, and processes. With this insight, we configure HubSpot to align with your business operations and train your team to harness its full potential. Trust in our hands-on support to turn the complex into the intuitive, setting you on a path to transformative results with HubSpot.
Training
Jumping into a new tech platform can feel a bit like diving into the deep end. We get it! Users will hesitate or find alternatives if things seem complex. That’s where Integrate IQ steps in. Our HubSpot training is like having a coach, helping users learn how to leverage the platform’s cool features to get more done with less fuss. Our HubSpot experts walk customers through the essentials on live video calls and provide recordings and written reference materials. Before students know it, they are leveraging HubSpot like a pro.
Our program begins with a needs assessment and a hands-on review of your portal. We then build a custom training plan, schedule and deliver training sessions, and follow-up a couple of weeks later to check on progress and discuss points of friction.
Technology Blueprint
We’ll admit it, we’re a little different and we think that’s a good thing. The foundation of our Technology Blueprint solution is your customer-journey. Technology is irrelevant if it doesn’t further boarder corporate or customer objectives.
Comprehensive System Survey
Technology Blueprint customers begin with a survey designed to catalog and understand current systems and data flows. It provides insight into how your software tools integrate and where there might be inefficiencies. This foundational step is crucial to ensuring the subsequent processes align with your current technology landscape.
Customer Journey and Data Flow Planning
In our initial meeting, we’ll map out the customer journey, from initial contact to loyal customer. For each stage, we’ll designate the appropriate tools and document essential data fields. Furthermore, we’ll analyze the compatibility of existing tools with HubSpot, ensuring a cohesive integration. By our second meeting, the focus shifts to shaping the future data flow, reviewing our compiled data, and discussing any bespoke integration requirements for a seamless HubSpot setup.
Design, Integration, and Review
The design phase, guided by Integrate IQ expertise, delves into crafting an optimal data workflow tailored to our customer’s needs. We’ll configure any custom properties in HubSpot, address potential integration queries, and provide clear visualizations of the intended data flow. Concluding with a third meeting, we’ll review the proposed workflows, data synchronization strategies, tool recommendations, and any necessary data migration or integration proposals. Your path to integration excellence starts here.
Data Migration
When moving from a legacy platform to HubSpot it makes sense to bring the best, but not all of that legacy data. Migrating a great opportunity to tackle some housekeeping. Integrate IQ’s data migration solution begins with a focus on the customer journey and moves into an understanding of the good, the bad, and the ugly of legacy data. Our team then builds a plan to extract relevant, clean data and finally we execute and test what we brought over.
Comprehensive CRM System and Data Audit
Dive deep into your current CRM landscape with our meticulous review process. We’ll evaluate your existing systems and datasets, pinpointing the specific data earmarked for migration. Moreover, based on our findings, we’ll offer informed recommendations to streamline and cleanse your data, ensuring a smoother transition.
Tailored Data Import Strategy
Transitioning to HubSpot demands a precise strategy. Our approach encompasses detailed data mapping tailored to HubSpot’s architecture, coupled with defining the technical methodology for migration. We’ll also craft a strategic timeline for the process, ensuring each step aligns with your broader business objectives.
Preliminary Test Migration
Accuracy is paramount. Before embarking on the full migration, we conduct a thorough test run to validate the precision and completeness of data within the HubSpot environment. This step ensures any refinements are addressed prior to the final migration.
Execution of Full Migration
Upon validation and with your confidence, we proceed to the final migration phase. Seamlessly integrating your data into HubSpot, we ensure that your team is poised to harness its full potential from the get-go. Your digital transformation journey, streamlined with precision.
Frequently Asked Questions
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How Long Does it Take?
We pride ourselves on speed and accuracy. The Integrate IQ on-boarding process is extremely structured. From the beginning, we tell you what we need from you and what to expect from us, complete with deadlines for every phase of the project. Typically the process takes 2-3 weeks in total to complete.
What if My Software Isn’t Listed?
We’re not scared. As long as your software has an open API, we can connect it to HubSpot. Some of favorite projects have involved esoteric, niche softwares. Whether your software is in the cloud or the closet, odds are we’ll be able to connect it.
Can’t Zapier Do This?
Make no mistake: we LOVE Zapier and use it frequently. If Zapier has an integration that solves your problems, we strongly recommend you use it! If your integration needs go deeper than what Zapier can provide, that’s where we come in.
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How Much Does it Cost?
Every integration project comes with a one-time setup fee and a 12-month maintenance agreement.
Monthly pricing is based on number of contacts. After the initial 12-month term, clients are moved to a month-to-month agreement.
I’ve Been Told This Isn’t Possible. Is It?
99% of the time, the answer is yes, it’s possible. We encourage you to challenge us on this. If you’ve been told it can’t be done, we’re the ones to call to get a no-nonsense final answer.
I’m Not in the US – Can You Still Help?
Of course! Our integration process can work anywhere. We have expert engineers fluent in both English and Spanish, and can work with you regardless of your location.
SaaS Applications
Send & Receive Text Messages in HubSpot
Email has a 22.5% open rate. Text messaging has a 98% open rate and a 45% response rate. Send 1:1; automated; or broadcast messages from the HubSpot interface as easily as sending emails. Track everything. Our deep HubSpot integration allows customers to seamlessly add SMS to workflows and track events on contact, deal, and company records.
Customer Dashboards in 90 Seconds
Provide your customers with round-the-clock access to the status updates they desire. It’s the Domino’s Pizza Tracker for everything else. Status IQ presents information from the Deal or Ticket stage you choose on a personalized dashboard that your customer accesses using their email address.
Multiple Price Lists in HubSpot
Price IQ enables multiple HubSpot price lists. Create and apply new price lists to HubSpot deals in 30 seconds. Easily and quickly set and manage pricing for all of your SKUs at once or one item at a time. This is perfect for teams that sell through the channel, offer frequent discounts or have a tiered pricing model for preferred customers.
Stop Selling Products You Don’t Have
Access real time inventory information within a HubSpot Deal record after a simple one-time, self-service connection between Netsuite and HubSpot. Right-size product amounts and eliminate products that are out of stock with the click of a button.
Don’t Take Our Word For It.
We worked with Integrate IQ on a complex integration and now we have a fantastic solution that makes HubSpot work even better!
Integrate has been fantastic to work with. They helped us implement our CRM, design a framework for our pipeline that works perfectly and they built out an integration between HubSpot and Netsuite which allows our data to flow seamlessly. They’ve been an invaluable partner in our growth.
My organization was being crushed under the weight of a costly and complicated legacy business system that managed so many of our business processes. We wanted to migrate off this system to a tech stack that was more flexible, modern, and affordable. With IntegrateIQ’s help and guidance in untangling all of our spaghetti, we were able to offload all of these critical processes into a combination of HubSpot, Shopify, and HigherLogic, with all of the necessary data flowing between these three systems seamlessly. We would have never been able to complete this project without the amazing IntegrateIQ team. Their integration skills are unmatched, and their people skills are even better! They talk tech in a way that anyone can understand, respond to questions and requests quickly, and are all around great guys to work with.
We have worked with integrate IQ a little over a year and a half now and I could not recommend them more. We were trying to find a vendor to help integrate HubSpot to our property management system, Entrata, and every vendor was either two expensive or didn’t seem to have the capability to do what we wanted. Not only was Integrate IQ up to the task, they made it super simple and got us up and running very quickly! It sounds too good to be true, but trust me it isn’t! As our needs have evolved they’ve served us so well, tweaking our integration and adding new fields. They have quick, attentive customer service and it has not only been a pleasure to work with them but this integration has fundamentally changed our ability to do business in HubSpot seamlessly!
Integrate IQ has been great to work with! As someone who can be intimidated when things get too technical, they made the process of outlining our integration very approachable and understandable. They’re great to work with and built the integration that we asked for, and then continued to work with us to fine-tune the tool over time as we figured out exactly what we needed.