Introduction to the HubSpot Salesforce Integration

所在平台: Udemy

课程主页: https://www.udemy.com/course/introduction-to-the-hubspot-salesforce-integration/

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课程名称:HubSpot与Salesforce集成介绍 课程概述: HubSpot是与Salesforce CRM集成的最佳营销自动化平台。本课程旨在帮助您理解HubSpot与Salesforce的集成。如果您正在考虑集成HubSpot与Salesforce,或者被指派管理该集成,那么本课程正是为您而设。虽然HubSpot知识库提供了一些基础知识,但对于集成过程中的同步错误和安装步骤,却远不止于此。HubSpot在与Salesforce集成时的运作方式非常特殊,并且不一定符合Salesforce的验证规则。因此,如果您专注于HubSpot或Salesforce,您可能尚未具备管理HubSpot与Salesforce集成的能力。本课程将帮助您弥补这方面的不足。 在本课程中,我们将介绍收入运营的基础知识、系统集成和HubSpot的相关内容。如果您已经准备好深入学习HubSpot与Salesforce集成的战术实施或日常管理,您可以注册我们付费集成课程的七个额外模块。 课程大纲: 1. 欢迎及Coastal团队介绍 2. 设计收入运营策略 - 指南:收入运营策略开发 3. 为何选择HubSpot 4. 为何与Salesforce集成 5. 集成的能力与限制 6. 选择您的HubSpot计划 7. 设计系统集成图 - 模板:系统集成图 8. 营销自动化迁移里程碑 9. 建立实施团队 本课程为希望理清HubSpot与Salesforce接口问题的用户提供了全面的培训,是提升您技能的绝佳选择。

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HubSpot is the best marketing automation platform to integrate with Salesforce CRM. And we're ready to prove it to you!If you're considering integrating HubSpot and Salesforce or have been tasked with managing the HubSpot Salesforce integration, this course is for you!As you've likely discovered, resources for integrating HubSpot and Salesforce are limited. While the HubSpot Knowledge Base provides the fundamentals of understanding sync errors and clicking "Install," there's so much more to it than that. HubSpot works differently when integrated with Salesforce. And HubSpot doesn't always bend to the demands made by Salesforce Validation Rules. So, if you're an in HubSpot OR Salesforce, you're not equipped to manage the HubSpot Salesforce integration. And we plan to change that.In this course, we will walk through the fundamentals of revenue operations, system integration, and HubSpot. Then, suppose you're ready to walk through the tactical implementation or day-to-day management of the HubSpot Salesforce integration. In that case, you can enroll in SEVEN additional modules of our paid integration course.Course Outline:1. Welcome & Who is Coastal2. Designing a Revenue Operations Strategy o Guide: Revenue Operations Strategy Development3. Why Use HubSpot4. Why Integrate with Salesforce5. Integration Capabilities and Limitations6. Picking Your HubSpot Plan7. Designing a System Integration Map o Template: System Integration Map8. Marketing Automation Migration Milestones9. Building Your Implementation Team

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