Bedrock Data Customer Blog

How do I do closed loop reporting in HubSpot, really?

Posted by Zak Pines on Apr 11, 2017 5:19:00 PM

Closed loop reporting is a key value proposition of HubSpot. HubSpot users, like all modern marketers, are looking to connect marketing activities to the follow-on sales results including opportunities, pipeline and closed won deals.

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Updated Bedrock Data Privacy Policy

Posted by Zak Pines on Apr 10, 2017 4:24:40 PM

Bedrock Data is committed to protecting the privacy of our users. As of today -- April 10, 2017 -- we have updated our privacy policy and you can always view the most up-to-date privacy policy here on our website. Read More

Topics: Product

Making HubSpot marketing data visible in your CRM

Posted by Zak Pines on Mar 22, 2017 5:11:09 PM

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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Topics: HubSpot

How to Setup a Process to Track Campaigns in HubSpot with your CRM System

Posted by Luke Owen on Mar 9, 2017 9:04:09 PM


Campaigns are a key element to a marketer's tool belt.

It's not surprising that we're often asked: Can Bedrock Data sync campaign information from HubSpot to a CRM?

This is a great question.

The challenge is that HubSpot's Campaign Tool doesn't keep track of campaigns at the contact level.

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Topics: HubSpot, Workflows, crm-systems

The best way to connect HubSpot & Cvent and get the most out of both systems

Posted by Zak Pines on Mar 8, 2017 9:59:25 AM

Managing disconnected marketing automation and event systems is a real headache for marketers.  When you manage the two systems separately:

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Topics: HubSpot, hubspot cvent integrations, cvent

Change Management Best Practices For your Bedrock Integration

Posted by Luke Owen on Mar 7, 2017 7:05:38 PM

Once your Bedrock integration is set up, sit back, relax, and let the automated data syncing do its job.

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Topics: Best Practices

Coordinating Your Event Marketing & Marketing Automation Just Got a Whole Lot Easier

Posted by Zak Pines on Feb 24, 2017 4:26:59 AM

Event marketing and marketing automation are two critical components of an effective demand generation strategy.

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Topics: HubSpot, netsuite, Marketo, Zoho, Pardot, Salesforce, microsoft-dynamics, SugarCRM, cvent

How to manage lead follow up with task assignment through HubSpot

Posted by Zak Pines on Feb 17, 2017 9:39:42 AM

Coordination between marketing programs and sales/SDR follow-up is often the difference between low converstion rates and high converstion rates - which has follow-on impact on opportunities, pipeline and revenue. 

Tasks/activities are a good way to manage coordination between teams and ensure the sales or SDR team has a complete clarity on what to do and when. 

One of our customers recently came to us wanting to set this up: once a lead becomes marketing qualified in HubSpot, they wanted to assign a task to the account owner in a connected CRM system. In their case, it was Pipedrive, although this could be applied to any CRM including Microsoft Dynamics, NetSuite, Zoho CRM, SugarCRM or HubSpot CRM.

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Topics: HubSpot CRM Integration

How to Keep Record Owners in Sync Using Bedrock Data

Posted by Luke Owen on Feb 10, 2017 2:36:17 PM

Knowing who owns a lead is one of the more important bits of data that both marketing and sales teams are looking to keep in sync across sales and marketing systems.
From a marketer's perspective, this helps you build out segmentation so that you can personalize your messaging and be seen as a unified group versus a siloed organization. From a sales perspective, having your owner information shared with marketing opens up the possibility for marketing to keep you abreast of when your most valuable leads are re-engaging with your website or are converting on that new white paper download. 
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Bedrock Data adds HubSpot Timelines support, enabling deeper segmentation on data from connected systems

Posted by Zak Pines on Dec 30, 2016 11:42:45 AM

Bedrock Data has deepened its support for HubSpot with the launch of Timeline activities support. This allows customers to deepen their segmentation and targeting based on prospects’ activities in connected systems, such as how prospects have engaged in events managed through Cvent or Eventbrite, or webinars managed through WebEx or GoToMeeting.

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Topics: HubSpot