Overview
Sona enables you to easily connect and utilize your CRM data alongside Sona's web tracking and account identification capabilities. This guide provides step-by-step instructions on how to establish a connection with HubSpot. You can also integrate Sona with Salesforce. If you are using a different CRM, feel free to contact [email protected] for assistance in establishing the connection.
HubSpot CRM integration with Sona
Click Connect in the left panel under HubSpot.
You will be redirected to HubSpot where you can authorize the integration with SSO.
Select your HubSpot (admin) account, then click Choose Account.
Click Connect App, and you are done.
Sona will now start pulling your CRM data from HubSpot.
Note: to sync your Sona data back to HubSpot, you can manage the integration by clicking Connectors on Sona's main menu.
Key benefits
You can more effectively monitor, qualify, and engage your target accounts based on their website visits.
You can gain valuable insights based on intent signals generated from your target accounts.
You can discover new accounts and leads that are browsing your website.
Click Next to continue the onboarding steps.
FAQs
What does connecting HubSpot to Sona enable?
What does connecting HubSpot to Sona enable?
Connecting HubSpot lets Sona pull your CRM data so you can monitor, qualify, and engage target accounts based on their website visits, see intent signals generated from those accounts, and discover new accounts and leads browsing your website.
What if I use a CRM other than HubSpot or Salesforce?
What if I use a CRM other than HubSpot or Salesforce?
Contact [email protected] for assistance establishing a connection with a different CRM.
Where do I manage the sync of Sona data back to HubSpot?
Where do I manage the sync of Sona data back to HubSpot?
Click Connectors on Sona's main menu to manage how your Sona data syncs back to HubSpot after the initial connection.