With a plethora of end-user input and an innate desire to improve their day-to-day, we’ve created a unique solution that makes working between these two platforms easier, faster, and cleaner.
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HubSlate is the catalyst for optimizing your current tech stack. This first-of-its-kind two-way integration enables your team to better leverage HubSpot’s marketing automation software and Slate’s enrollment and student success management tools.
HubSlate automatically pulls contact info from Slate queries and HubSpot’s database to share contact info across platforms. The app enables tracking across the full prospective student journey — from initial point of contact to consideration all the way through decision and beyond.
No matter how your institution uses HubSpot or Slate, HubSlate will allow you to automatically:
HubSpot is a marketing automation platform with a suite of tools that enables institutions to develop and promote blog and premium content, send targeted and personalized emails, automatically trigger advanced behavior-based outreach, track lead engagement and attribution, and much more.
Slate is a CRM that manages the prospective student’s application journey, engages students to increase retention, and cultivates alumni and advancement community.
HubSlate allows you to leverage tools from both platforms mentioned above without having to manually export and upload lists across platforms on a regular basis.
Ah, that happens to be our favorite question. So glad you asked. Simply schedule a demo!
In order to set up your HubSlate account, our technicians will ask your team questions to better understand your institution’s ideal configuration. Next, we’ll work with your Slate and HubSpot admins to connect your platforms to your HubSlate account. Finally, our team will configure your HubSlate instance and set up auto-syncing across platforms.
Your institution will be given access to your HubSlate instance, where you’ll be able to log in and add/edit field mappings, pause syncs, review sync history, and reschedule or pause syncs.
HubSlate can trigger the transfer of data to occur hourly, daily, or weekly, depending on your subscription.
For Slate, you’ll need permission to create queries and set up those queries as a web service, create a service account user, and create custom source formats. For HubSpot, you’ll need permission to create/edit contacts, import/export contacts, and connect 3rd party apps.
Currently, HubSlate is exclusively a contact-syncing tool. The app itself does not provide analytics, but it allows for syncing of contact information across HubSpot and Slate to better utilize those platforms’ analytics tools.
If you’re interested in getting started with HubSpot, schedule a demo and our team can walk you through the process of getting started on your own HubSpot instance!
HubSlate never houses or retains contact data from either the Slate or HubSpot platforms. It only serves to facilitate the passage of contact data between the two platforms. HubSlate uses REST API principles which includes HTTPS protocols, Transport Layer Security (TLS) encryption, and stateless client-server architecture. Any account information stored on HubSlate servers is also fully encrypted.
A single HubSlate instance can be used to connect any number of contacts from a single instance of Slate to a single instance of HubSpot, and vice versa. If your institution uses multiple Slate or HubSpot instances, a separate instance of HubSlate should be set up for each set of Slate<>HubSpot instances.
No, the current version of the HubSlate product only enables a single-tenant environment. A feature on the product roadmap involves expanding functionality to allow for a multi-tenant environment in which multiple users could be invited to the same instance with customizable permissions per user.
Users will be able to configure the syncing parameters and limit the number of contacts going to and from HubSpot. By default, newly created contacts in HubSpot via HubSlate will be created as non-marketing contacts, and thereby avoid spikes in billable contacts. Workflows within HubSpot will need to be set up to set them as marketing contacts to enable the sending of marketing communications to those contacts.
If there are fields in Slate and in HubSpot indicating opt-out status, yes!