Top management required intelligent insights around leads, prospects, campaign data and outcomes of every sales initiative to optimize their campaigns and determine focus areas. Aligning the sales team towards potential areas required abreast insights than delivered by Hubspot. Additionally, top management did not have a high-level view of the sales pipeline across different domains.
Business Challenge
- Out of the Box HubSpot dashboard shows very limited data and does not provide any sales insights.
- Customizing HubSpot dashboard to meet the needs of the business team was impossible.
- Real-time data synchronization between Hubspot and SQL DB was a challenge.
- Real-time access to HubSpot sales data using SSIS or other custom options was a failure.
- API requests in HubSpot are limited to 40,000 requests per day.
How Avasoft Helped?
- As a first step, we analyzed their existing process to make optimal use of existing HubSpot data.
- Proposed hybrid architecture solution using Dell Boomi to integrate cloud-based HubSpot and on-prem SQL server.
- Customized HubSpot API’s default URI with additional parameters to sync all the data between HubSpot and SQL Server.
- Designed well-formed database tables based on the HubSpot’s API response structure.
- Implemented Dell Boomi recommended design pattern – “Handling API Pagination” to reduce multiple API hits.
- Automated syncing new and updated records between HubSpot and SQL Server.
- Implemented error alert mechanism and notification when no real-time data returned from HubSpot.
Technology Stack
VALUE ADDITIONS TO CUSTOMER
- Real-time sync with cloud-based Dell Boomi platform
- Effective error handling and notification for quick resolution
- Secured handling of large volume of critical data with PGP encryption
- No overhead cost with cloud platform eliminating hardware/software support costs.
