Case Study for Integrating Essential Operation Software with HubSpot

Company XYZ approached HubSnacks to assist them with migrating their data from Salesforce to HubSpot and to Integrate various of their other software systems to allow for a continuous data flow to and from the various systems. This will allow the Company XYZ team to have a clear and accurate holistic view of what’s happening across the organisation.

The software platforms that Company XYZ has requested to integrate include: 

• Sage Intacct
• Zoom
• Adobe
• Avalara
• Stripe
• Disciple
• Canvas

The requested migration and integration needed to be completed before the 12th of Aug 2022 as the Company XYZ Salesforce licence will expire on that date. 

Company XYZ has also requested that the HubSnacks team complete the migration and integration process first in a Sandbox environment for approval before migrations and integrating the data to the actual Company XYZHubSpot account.

• Two-way sync from Sage Intacct to HubSpot
• Once off data migration from Salesforce to HubSpot
• Two-way integration from Canvas to HubSpot
• One-way integration from Disciple to HubSpot
• Two-way integration from Company XYZ website to HubSpot
• Two-way integration from Stripe to HubSpot

Do you want a solution like this?

1. Stripe: Payment Processing and Recording:

   • Company XYZ will be able to receive payments through HubSpot.
   • Payments made in Stripe will be recorded in HubSpot and associated with the responsible contact and deal.
   • Integration will ensure synchronization of payment data between Stripe and HubSpot.

2. Adobe: Certificate Creation and Distribution:

   • The Adobe to HubSpot integration will enable the Company XYZ team to generate graduation certificates for students.
   • A simple process will allow relevant course completion information to be compiled into a certificate template.
   • Certificates will be automatically sent to students via email from HubSpot.

3. Sage Intacct: Customer and Sales Order Updates:

   • Sage Intacct and HubSpot integration will allow Company XYZ to update or create Customers and Sales Orders in Sage Intacct.
   • All necessary details belonging to a HubSpot deal will be accurately reflected in Sage Intacct.

4. Zoom Meeting Enrollment and Attendance Tracking:

   • Contacts meeting specific criteria will be enrolled in Zoom meetings using the HubSpot to Zoom integration.
   • Attendance information from Zoom meetings will be sent back to HubSpot.
   • Company XYZ will be able to create reports on meeting attendance rates and other relevant metrics based on the data captured.

5. Avalara: Payment Plan Options and Tax Rule Accommodation:

   • The Cartfuel integration will empower the Company XYZ team to create payment plan options.
   • Integration will accommodate various tax rules seamlessly.

1. Evaluation and Planning:

   • Upon receiving an integration request, the HubSnacks integration team assesses the requirements, feasibility, and optimal implementation strategy.
   • The team researches potential integration paths and proposes a solution to the customer, including a detailed data flow overview.
     
     
2. Integration Kick-off:
   
   
   • A kickoff meeting with the customer is scheduled to understand their current software setup.
   • The HubSnacks team conducts a live demo/walkthrough of the customer's software, leading to the creation of a Scope of Work (SOW).
   • A Full Tech Stack Audit is conducted to streamline the integration process, involving consultation with HubSpot's elite support team and a review of best practices.

1. Integration Execution:

   • The SOW document, detailing the integration plan, is finalized and agreed upon.
   • Subsequent meetings are held to present data mappings and discuss any custom requirements for successful integration.
   • The final meeting involves a live demonstration of the completed integration to the customer.

This successful Integration was  completed on time and in Budget, enabling HubSpot's customer to achieve: 

1. Payment Processing and Recording:

   • Company XYZ can now seamlessly receive payments through HubSpot and record transactions made in Stripe and HubSpot. This integration ensures that each payment is accurately associated with the responsible contact and deal, providing a comprehensive view of financial transactions.

2. Certificate Automation:

   • The Adobe to HubSpot integration empowers the Company XYZ team to automate the creation and distribution of graduation certificates for students. By simply pushing a button, relevant course completion information is compiled into a certificate template and promptly sent to the student via email, enhancing efficiency and reducing manual efforts.

3. Customer and Sales Order Management:

   • Integration between Sage Intacct and HubSpot enables Company XYZ to efficiently update or create Customers and Sales Orders in Sage Intacct with all the necessary details linked to a HubSpot deal. This seamless synchronization ensures accuracy and consistency across both platforms, streamlining the order fulfillment process.

4. Zoom Meeting Enrollment and Attendance Tracking:

   • Through the HubSpot to Zoom integration, Company XYZ can enroll contacts meeting specific criteria in Zoom meetings. Attendance information is seamlessly sent back to HubSpot post-meeting, allowing Company XYZ to generate insightful reports on meeting attendance rates and other relevant metrics, facilitating data-driven decision-making.

5. Payment Plan Options and Tax Rule Accommodation:

   • The Cartfuel integration provides Company XYZ with the capability to create diverse payment plan options and accommodate various tax rules, enhancing flexibility and compliance in financial transactions.

Overall, these integrations have significantly enhanced Company XYZ's operational efficiency, customer engagement, and data management capabilities, positioning it for sustained growth and success in the future.