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customer blog

Making HubSpot Marketing Data Visible in Your CRM

August 20, 2019

A question we often get from HubSpot customers is: “What are my options for making HubSpot marketing data visible in my existing CRM?”

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Syncing Sales Qualified Leads vs. Syncing Opportunities from HubSpot into your CRM

June 10, 2019

As HubSpot continues to make their Sales Tools more & more robust, more customers ask us about use cases where their sales team is using HubSpot sales tools to compliment...

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Syncing Data Across Multiple HubSpot Portals

June 5, 2019

We were recently asked by a HubSpot agency what’s possible in this scenario:

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HubSpot Lifecycle Stage Considerations for your Bi-Directional HubSpot & CRM Sync

May 9, 2019

A big part of the value of a bi-directional HubSpot & CRM Sync (with CRMs such as Microsoft Dynamics, NetSuite, Sugar, Zoho, ConnectWise, Pipedrive, Insightly, Autotask,...

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Marketo Sales Insights (Bi-Directional CRM Sync) for NetSuite, Zoho, Sugar, Pipedrive & more

May 8, 2019

Since Bedrock Data is a solution for syncing data between Marketo & various CRMs, we are often asked the question “Do you provide Marketo Sales Insights (MSI) for...

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How to Connect a Second Salesforce Account to your Marketo Instance

May 2, 2019

You have Marketo integrated with your Salesforce account --- but now you have a need to integrate Marketo with a second Salesforce account. Maybe you acquired a business,...

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How to Sync Opportunities from one CRM to another

April 25, 2019

A few years ago we called it the “Dual CRM use case” - when customers are looking to pair a “front office” CRM with a “back office” CRM.

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Formstack Sync’s Guided On-Boarding Engagement for Bi-Directional Sync

April 19, 2019

Goals We’ve designed our on-boarding engagement for our bi-directional sync with these goals for our customers:

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Quick Tip: Prevent HubSpot Deals Syncing Too Early

December 22, 2018

If you’re syncing deals from HubSpot to a CRM system like ConnectWise or NetSuite, you could get errors for creating an opportunity record in your operational CRM.

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Duplicates in CRM? Not Ideal, But We Have Some Options

November 15, 2018

Regardless of your marketing automation system (HubSpot, Marketo, Pardot, Infusionsoft, etc.) or CRM (NetSuite, Microsoft Dynamics, Salesforce, SugarCRM, ConnectWise,...

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Integrating ConnectWise & Salesforce, what do I need to know?

September 21, 2018

Bedrock Data has recently launched an updated ConnectWise connector built on ConnectWise's REST API and featured as a certified Connector Partner in the ConnectWise...

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Important Sync Connector Updates for Dynamics, Zoho and Netsuite Customers

June 21, 2018

For our Sync Customers, there are important updates to be aware of for Dynamics, Zoho and Netsuite. This post covers all of these changes and the steps Bedrock is taking...

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