Customer Story

Improving Data Visibility for Marketing and Sales

Customer Story

Improving Data Visibility for Marketing and Sales

Customer Story

Improving Data Visibility for Marketing and Sales

Customer Story

Improving Data Visibility for Marketing and Sales

Customer Story

Improving Data Visibility for Marketing and Sales

Customer Story

Improving Data Visibility for Marketing and Sales

Data visibility between your sales and marketing teams is crucial for creating targeted marketing, developing a strong pipeline, and closing more deals. When OBP Medical implemented HubSpot for marketing automation, there was an immediate need for an integration with Zoho CRM. They turned to Formstack Sync for help setting up this data integration.
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OBP Medical is the leading global developer of single-use, self-contained, illuminating medical devices. Founded in 2006, OBP enables simpler, safer, and more cost-effective procedures that lead to better patient outcomes.
Healthcare
2013
Bi-directional Integration
Sync
No-Code Integrations
Customer Story

Improving Data Visibility for Marketing and Sales

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Customer Story

Improving Data Visibility for Marketing and Sales

MIN
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About the Episode
Episode Highlights
Meet our Guest

Challenge

When OBP Medical added HubSpot to their tech stack, they needed a way to easily sync data between HubSpot and Zoho CRM. Their goal was to sync important data from Zoho to HubSpot to enable more strategic and targeted marketing campaigns. They also wanted all marketing interactions to populate in Zoho to drive outreach and conversations from sales.

Solution

Formstack Sync provided OBP Medical with software that easily integrated Zoho CRM and HubSpot, without needing to develop a single line of code. This bi-directional integration syncs important lead data from their marketing forms into their CRM, as well as sends CRM data about product interest and lead source to marketing to inform campaigns. As leads are interacting with sales and marketing, their information is updated across Zoho and HubSpot, ensuring sales and marketing have clean, clear, and accurate data at all times.

Results

Customer Story

Improving Data Visibility for Marketing and Sales

Customer Story

Improving Data Visibility for Marketing and Sales

Panelists
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Introduction

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Challenge

When OBP Medical added HubSpot to their tech stack, they needed a way to easily sync data between HubSpot and Zoho CRM. Their goal was to sync important data from Zoho to HubSpot to enable more strategic and targeted marketing campaigns. They also wanted all marketing interactions to populate in Zoho to drive outreach and conversations from sales.

Solution

Formstack Sync provided OBP Medical with software that easily integrated Zoho CRM and HubSpot, without needing to develop a single line of code. This bi-directional integration syncs important lead data from their marketing forms into their CRM, as well as sends CRM data about product interest and lead source to marketing to inform campaigns. As leads are interacting with sales and marketing, their information is updated across Zoho and HubSpot, ensuring sales and marketing have clean, clear, and accurate data at all times.

Results

Panelists
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Infographic

Improving Data Visibility for Marketing and Sales

When OBP Medical implemented HubSpot for marketing automation, they turned to Formstack to create a seamless data integration with Zoho CRM.
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Challenge

When OBP Medical added HubSpot to their tech stack, they needed a way to easily sync data between HubSpot and Zoho CRM. Their goal was to sync important data from Zoho to HubSpot to enable more strategic and targeted marketing campaigns. They also wanted all marketing interactions to populate in Zoho to drive outreach and conversations from sales.

Solution

Formstack Sync provided OBP Medical with software that easily integrated Zoho CRM and HubSpot, without needing to develop a single line of code. This bi-directional integration syncs important lead data from their marketing forms into their CRM, as well as sends CRM data about product interest and lead source to marketing to inform campaigns. As leads are interacting with sales and marketing, their information is updated across Zoho and HubSpot, ensuring sales and marketing have clean, clear, and accurate data at all times.

Results

Challenge

When OBP Medical added HubSpot to their tech stack, they needed a way to easily sync data between HubSpot and Zoho CRM. Their goal was to sync important data from Zoho to HubSpot to enable more strategic and targeted marketing campaigns. They also wanted all marketing interactions to populate in Zoho to drive outreach and conversations from sales.

Solution

Formstack Sync provided OBP Medical with software that easily integrated Zoho CRM and HubSpot, without needing to develop a single line of code. This bi-directional integration syncs important lead data from their marketing forms into their CRM, as well as sends CRM data about product interest and lead source to marketing to inform campaigns. As leads are interacting with sales and marketing, their information is updated across Zoho and HubSpot, ensuring sales and marketing have clean, clear, and accurate data at all times.

Results

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Challenge

When OBP Medical added HubSpot to their tech stack, they needed a way to easily sync data between HubSpot and Zoho CRM. Their goal was to sync important data from Zoho to HubSpot to enable more strategic and targeted marketing campaigns. They also wanted all marketing interactions to populate in Zoho to drive outreach and conversations from sales.

Solution

Formstack Sync provided OBP Medical with software that easily integrated Zoho CRM and HubSpot, without needing to develop a single line of code. This bi-directional integration syncs important lead data from their marketing forms into their CRM, as well as sends CRM data about product interest and lead source to marketing to inform campaigns. As leads are interacting with sales and marketing, their information is updated across Zoho and HubSpot, ensuring sales and marketing have clean, clear, and accurate data at all times.

Results

Challenge

When OBP Medical added HubSpot to their tech stack, they needed a way to easily sync data between HubSpot and Zoho CRM. Their goal was to sync important data from Zoho to HubSpot to enable more strategic and targeted marketing campaigns. They also wanted all marketing interactions to populate in Zoho to drive outreach and conversations from sales.

Solution

Formstack Sync provided OBP Medical with software that easily integrated Zoho CRM and HubSpot, without needing to develop a single line of code. This bi-directional integration syncs important lead data from their marketing forms into their CRM, as well as sends CRM data about product interest and lead source to marketing to inform campaigns. As leads are interacting with sales and marketing, their information is updated across Zoho and HubSpot, ensuring sales and marketing have clean, clear, and accurate data at all times.

Results

Challenge

When OBP Medical added HubSpot to their tech stack, they needed a way to easily sync data between HubSpot and Zoho CRM. Their goal was to sync important data from Zoho to HubSpot to enable more strategic and targeted marketing campaigns. They also wanted all marketing interactions to populate in Zoho to drive outreach and conversations from sales.

Solution

Formstack Sync provided OBP Medical with software that easily integrated Zoho CRM and HubSpot, without needing to develop a single line of code. This bi-directional integration syncs important lead data from their marketing forms into their CRM, as well as sends CRM data about product interest and lead source to marketing to inform campaigns. As leads are interacting with sales and marketing, their information is updated across Zoho and HubSpot, ensuring sales and marketing have clean, clear, and accurate data at all times.

Results

Challenge

When OBP Medical added HubSpot to their tech stack, they needed a way to easily sync data between HubSpot and Zoho CRM. Their goal was to sync important data from Zoho to HubSpot to enable more strategic and targeted marketing campaigns. They also wanted all marketing interactions to populate in Zoho to drive outreach and conversations from sales.

Solution

Formstack Sync provided OBP Medical with software that easily integrated Zoho CRM and HubSpot, without needing to develop a single line of code. This bi-directional integration syncs important lead data from their marketing forms into their CRM, as well as sends CRM data about product interest and lead source to marketing to inform campaigns. As leads are interacting with sales and marketing, their information is updated across Zoho and HubSpot, ensuring sales and marketing have clean, clear, and accurate data at all times.

Results

Challenge

When OBP Medical added HubSpot to their tech stack, they needed a way to easily sync data between HubSpot and Zoho CRM. Their goal was to sync important data from Zoho to HubSpot to enable more strategic and targeted marketing campaigns. They also wanted all marketing interactions to populate in Zoho to drive outreach and conversations from sales.

Solution

Formstack Sync provided OBP Medical with software that easily integrated Zoho CRM and HubSpot, without needing to develop a single line of code. This bi-directional integration syncs important lead data from their marketing forms into their CRM, as well as sends CRM data about product interest and lead source to marketing to inform campaigns. As leads are interacting with sales and marketing, their information is updated across Zoho and HubSpot, ensuring sales and marketing have clean, clear, and accurate data at all times.

Results

The Zoho CRM - HubSpot integration from Formstack Sync is extremely important to our marketing efforts. It allows us to keep critical data from our CRM up-to-date in HubSpot, which constantly informs our marketing campaigns.
Matthew Traub
CMO at OBP Medical
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