Drive the Integration Process With Use Cases

FREE Lesson

Discover how to collect use case criteria and analyze them to recommend integrations.

What you'll learn
  • The learner will be able to explain the importance of the integration planning process.​
  • The learner will be able to articulate the steps of the discovery call, including the key questions relevant to each phase.
  • The learner will be able to analyze a sample discovery call.
  • ​The learner will be able to describe partner best practices for making integration recommendations.
Available languages
Includes
    4 Videos
    1 Quiz
    30 min
  • Reporting & Performance
Lesson description
To make effective integration recommendations, it's essential to follow a clear, repeatable process. This approach helps you uncover the key questions and gather the insights your project needs. In this lesson, you’ll explore the benefits of planning and consider what challenges can arise when planning is overlooked. You’ll learn a step-by-step process for identifying use cases and defining requirements. Additionally, you’ll see how this process works through a sample discovery call. Finally, you'll gain insights from expert partners into how a structured integration process leads to successful projects. This includes strategies and solutions they use to overcome common integration challenges.

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Instructors

Photo of Meg Duffy

Meg Duffy

Meg is a Lead Professor at HubSpot. Prior to joining the Academy team, she worked at large non-profit organizations and small startups. When she's not building educational content, you can find her running, cooking, facilitating career coaching workshops, and petting all the good dogs in her neighborhood.

Photo of Ismail Aly

Ismail Aly

Ismail is a co-founder of IDS, an award-winning HubSpot Solutions Partner. He leads a team of consultants to help businesses implement HubSpot CRM platform migrations, integrate their tech stack, and create a seamless environment for sales reps to use. There is nothing he loves more than solving the integration or migration challenges - it's like a puzzle!

Photo of Daryn Smith

Daryn Smith

Daryn is the co-founder and Chief Sales and Innovation Officer of Huble Digital, a digital and CRM consultancy with offices on 4 continents. He's been working with HubSpot for 9+ years. Follow Daryn on his Digital Surfing podcast.

Photo of Sajeel Qureshi

Sajeel Qureshi

Sajeel is the VP of Operations at Computan. Computan has helped over 100 HubSpot Partners with HubSpot development across all areas of the platform. Sajeel himself can't match his socks and his first job was as a Backyard Wrestling Manager.

Photo of Jon Kanyok

Jon Kanyok

Jon is currently the Senior HubSpot Solutions Architect at Lynton. Prior to Lynton, he had the privilege of working on HubSpot's Solutions Engineering team for four years.

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