Integrate Skrapp.io with your CRM (HubSpot version)

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1) Overview

Skrapp.io's Integrations feature is designed to seamlessly integrate your Skrapp.io contacts with your existing Customer Relationship Management (CRM) system. This integration allows for centralized management of all your contacts, ensuring a more streamlined workflow.

 

2) Supported CRMs and Integration Process

Skrapp.io supports integration with a range of popular CRM platforms, including HubSpot, Salesforce, Outreach, Pipedrive, and Zoho. To begin integrating Skrapp.io with your CRM, simply navigate to the Integrations page on the Skrapp.io platform.

 

3) Focus on HubSpot Integration

For the purpose of this article, we will focus on integrating Skrapp.io with HubSpot CRM. We will guide you through the steps to connect your Skrapp.io account with HubSpot CRM and explore various methods for syncing your Skrapp contacts.

 

4) Steps to connect HubSpot CRM and Skrapp.io

  1. Visit the Integrations page to find the app you wish to integrate

 

  1. Choose a CRM from the list, such as HubSpot. Select ‘Connect’ to enable contact sync in your HubSpot CRM

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  1. Once you’re redirected to the login page of your HubSpot CRM, enter your login details to proceed.

 

  1. After logging in, you’ll be asked to connect HubSpot with Skrapp.io. Click on ‘Connect app’ to initiate the integration process.

CRM access granted

 

  1. Once the connection is enabled, you’ll be prompted to select the account that you want to enable for contact syncing. Select the radio button next to the specific account you want to sync with Skrapp.io. Then, Click ‘Choose Account’. This step occurs since a lot of HubSpot users manage multiple company accounts from a single HubSpot account.

 

  1. Finally, you can confirm the integration by checking the status on the Integrations page in your Skrapp.io web app.

 

Once the integration is successfully enabled, you can now start syncing your Skrapp.io contacts in your HubSpot CRM (or similarly in another CRM you’re using!). Learn how to enable sync between your Skrapp.io contacts and HubSpot CRM below.

 

5) Methods to sync your Skrapp.io contacts in HubSpot

There are three ways to sync your Skrapp.io contacts in your HubSpot CRM.

Method 1: Syncing all contacts at once

  1. Go to your Skrapp app. Click the list name on the left menu that you want to sync in your HubSpot CRM.
  2. Next, click on ‘CRM Sync’ to choose a CRM from the drop-down menu (in this case, you’ll choose HubSpot). This will enable sync for all your Skrapp.io contacts to your HubSpot CRM automatically.

 

Method 2: Syncing selective contacts

  1. Go to your Skrapp app. Click the list name on the left menu that you want to sync with your HubSpot account.
  2. Next, select the checkbox for the Skrapp contacts you want to sync in your HubSpot CRM.
  3. Click on ‘CRM Sync’ to choose a CRM from the drop-down menu (in this case, you’ll choose HubSpot). This method ensures that only the selected contacts are synced in your HubSpot CRM.

 

Method 3: Syncing individual contacts

  1. Go to your Skrapp app. Click the list name on the left menu that you want to sync with your HubSpot CRM.
  2. Select an individual contact by clicking the ‘+’ icon to expand the contact details.
  3. Click the ‘CRM Sync’ option placed above the contact details. This method ensures that only the selected individual contact is synced in your HubSpot CRM.

 

By implementing these steps, you can enable seamless integration between your Skrapp app and your HubSpot CRM to support real-time contact syncing.

 

The above-described steps can be followed in the same way to integrate other CRMs, for example, Skrapp.io’s integration process with Salesforce, Pipedrive, Outreach, and Zoho.

 

Got questions or need help? Let’s connect at support@skrapp.io!

 

 

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