ERP Bidirectional Sync — Manufacturing, 26–50 employees
Bidirectional sync between NetSuite ERP and HubSpot CRM for a hardware and storage company with complex field mapping requirements.
What We Built
Custom API integration with bidirectional sync, field mapping across 30+ properties, error handling, automated retry logic, and multi-subsidiary accounting support. Delivered in a 2-week sprint.
NetSuite
Custom API
Bidirectional Sync
2-Week Delivery
Multi-System Integration — Financial Services, 51–200 employees
Three external systems feeding into a unified HubSpot data model for a banking company with complex loan origination workflows.
What We Built
Three separate integrations connecting loan origination, credit decisioning, and servicing systems into unified HubSpot data model. Custom pipelines, cross-system match keys, SOAP XML connectors, and full data model documentation.
Multi-System
SOAP XML
Custom Objects
Financial Services
Field Service Software → HubSpot — HVAC
Custom API replacing a limited Zapier integration, syncing job completion data, technician notes, equipment records, and warranty information in real-time.
What We Built
Custom API with real-time job status updates, technician notes, equipment data, and warranty information syncing to HubSpot. Automated follow-up based on job type. 8 hours/week saved in manual updates.
ServiceTitan
Real-Time Sync
Custom API
Job Automation
Historical Support Data Migration — SaaS
Native integration only synced new tickets going forward. Client needed 3 years of historical support data to give sales complete customer context.
What We Built
Custom API integration pulling full ticket history with custom field mapping, priority levels, and agent assignments. Complete support history visible in HubSpot contact records.
Freshdesk
Historical Migration
Custom Field Mapping
Sales Enablement
Payment Processing — E-Commerce
Payment webhook integration connecting a payment processor to HubSpot, enabling automated deal updates and revenue tracking inside the CRM.
What We Built
Payment webhook integration that updates deal stages, logs payment amounts, and triggers post-purchase automation workflows in HubSpot.
Authorize.net
Webhooks
Payment Processing
Deal Automation
Event Platform → HubSpot — GraphQL API
Complex event hierarchy with an uncommon query language. Needed registration and attendance data in HubSpot for engagement scoring.
What We Built
Custom integration handling GraphQL queries, mapping event registrations to HubSpot contacts with session attendance tracking and engagement scoring. 35% increase in post-event sales conversations.
Webex Events
GraphQL
Engagement Scoring
Event ROI
Time Tracking → HubSpot — Professional Services
Custom integration syncing time entries to HubSpot custom objects with variable billing rates and dynamic lookups.
What We Built
PowerShell automation syncing time entries to HubSpot custom objects. Variable billing rates, dynamic lookups, nightly GitHub Actions runs. Clients see real-time points balances in their portal.
Clockify
PowerShell
GitHub Actions
Custom Objects
Donor Management ↔ HubSpot — Nonprofit
Integration between donor management software and HubSpot — marketing automation powered by real donor behavior data.
What We Built
Bidirectional sync for donor contacts, donation history, and engagement data — powering HubSpot marketing campaigns with real donor behavior.
Bloomerang
Nonprofit
Donor Sync
Marketing Automation