Reviews

En mi experiencia lo que hace buena una u otra opción tiene que ver con: Estructura de datos requeridas, gobernanza tanto para consumo, como para suministro de datos. La alimentación o suministro de datos es fundamental, la vieja regla BEBS, sigue siendo el básico permanente, por lo tanto la metodología DAMA es una buena práctica, o cualquier otra que evite que los datos sean vulnerables o corrompidos, su un CRM sirve para tomar decisiones, por qué abría campos vacíos, por qué no invertir tiempo en entrenar a los equipos para que llenen los datos de acuerdo a una política robusta. Cuando escucho que lo importante es vender, y qué por eso no registraron datos, pienso ¿Qué mayor prisa que la de tener datos confiables?

If the questions is related to “dos and donts” please find some points below:   TIMIFY clients looking to synchronize their data with HubSpot CRM can effortlessly achieve this by activating our HubSpot Sync App. With just a few clicks, they can establish real-time synchronization. Our integration features a straightforward mapping process between TIMIFY data fields and HubSpot customer attributes, allowing for quick and easy setup in just a few minutes. Authentication and Security Always use OAuth for secure access, and securely store any API keys to prevent unauthorized use Data Management Ensure a robust mapping workflow between data fields and customer attributes. Utilize webhooks for real-time data syncing to maintain consistency and accuracy, and implement unique identifier checks to avoid duplicate records. For instance, at TIMIFY, we use standard unique data field matching to prevent the creation of multiple records for the same customer in both HubSpot and TIMIFY Error Handling Implement comprehensive error handling strategies to manage rate limits and ensure data format correctness. Use retry mechanisms to handle transient issues effectively. At TIMIFY, for example, our webhook system includes a retry feature that continues for up to 72 hours Performance Optimization Reduce API calls by using batch operations wherever feasible and selectively choose data fields to minimize unnecessary data transfer, thus enhancing response times. In TIMIFY, batch endpoints are employed to create customer profiles during initial data imports from third parties Tools and Libraries Leverage HubSpot's official SDKs and libraries for streamlined integration and development processes. For example we use the  @hubspot/api-client, which provides a comprehensive and convenient way to interact with various HubSpot APIs. But of course you can also explore community-developed libraries for extended functionalities.