Artwork

Content provided by ClearPivot. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearPivot or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

B2B and B2C Salesforce-HubSpot Integration with Nick Jensen

28:28
 
Share
 

Manage episode 406140102 series 2877884
Content provided by ClearPivot. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearPivot or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode we talk with Nick Jensen, who runs marketing operations for the world-famous Tony Robbins. Nick and his teammates run a marketing-sales operation with a contact database in the millions, using Salesforce and HubSpot together to run their operations.

We talk about:

  • The similarities and difference between their B2C and B2B customer lifecycles and sales pipelines
  • How they connect HubSpot to Salesforce for people objects compared to contact and account objects
  • How they decide what object and event data to sync between Salesforce and HubSpot
  • How they run large-scale email marketing (40 million emails per month)
  • What are the top sales and marketing KPIs that they track
  • How they set up a custom object in Salesforce and HubSpot to track key contact activities as well as affiliate tracking
  • Similarities and differences between their prior Salesforce-Marketo integration and their current Salesforce-HubSpot integration

Give this episode a watch or a listen to learn how to run a high-impact marketing and revenue operations systems across Salesforce and HubSpot running at large scale. 🤘

You can connect with Nick Jensen on LinkedIn here: https://www.linkedin.com/in/nicholasljensen/

Learn more about ClearPivot and how we build high-impact revenue operations systems for companies here: https://www.clearpivot.com

  continue reading

53 episodes

Artwork
iconShare
 
Manage episode 406140102 series 2877884
Content provided by ClearPivot. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearPivot or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode we talk with Nick Jensen, who runs marketing operations for the world-famous Tony Robbins. Nick and his teammates run a marketing-sales operation with a contact database in the millions, using Salesforce and HubSpot together to run their operations.

We talk about:

  • The similarities and difference between their B2C and B2B customer lifecycles and sales pipelines
  • How they connect HubSpot to Salesforce for people objects compared to contact and account objects
  • How they decide what object and event data to sync between Salesforce and HubSpot
  • How they run large-scale email marketing (40 million emails per month)
  • What are the top sales and marketing KPIs that they track
  • How they set up a custom object in Salesforce and HubSpot to track key contact activities as well as affiliate tracking
  • Similarities and differences between their prior Salesforce-Marketo integration and their current Salesforce-HubSpot integration

Give this episode a watch or a listen to learn how to run a high-impact marketing and revenue operations systems across Salesforce and HubSpot running at large scale. 🤘

You can connect with Nick Jensen on LinkedIn here: https://www.linkedin.com/in/nicholasljensen/

Learn more about ClearPivot and how we build high-impact revenue operations systems for companies here: https://www.clearpivot.com

  continue reading

53 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Listen to this show while you explore
Play