After a successful onboarding to HubSpot with Struto, this client approached us to assist with a custom-coded MS Dynamics to HubSpot integration to streamline and automate their sales and marketing processes. Their challenge of manual data entry is far behind them with this seamless integration.
Background
This case study delves into a HubSpot to Dynamics integration for a UK-based delivery management company that offers a variety of services to businesses, including mailing, fulfilment, contact centres, and international delivery. Their mission is to streamline the eCommerce supply chain for businesses. They do this by providing solutions to help businesses acquire new customers, deliver products, and improve customer service.
Challenge
The company faced a profound challenge where their sales and marketing teams spent a vast amount of time manually uploading and validating customer data between their website forms, Dynamics CRM and HubSpot Marketing and Operations Hubs. This led to low productivity levels, provided a high risk of errors and left room for improved customer journeys in the handoff between sales and marketing.
They required a custom integration solution that synced their data in line with their current business processes. Another challenge was that the various businesses within the wider company group collected and sorted their data differently, which brought up compatibility issues when attempting to sync their information.
Solution
The Struto team devised a custom integration solution to feed the necessary events between their various departments and businesses; from Microsoft Dynamics CRM via an Azure service bus to sync with HubSpot.
Essentially, this bespoke integration gathers events, and stores them in an inbox-type account. The contacts, leads and opportunities are gathered from various businesses within the company group and fed into Azure.
The integration allows HubSpot to automatically fetch these events to sync and trigger their workflows accordingly. This seamless integration streamlines their operations to enhance efficiency and greatly reduces the risk of error.
"Working with the team has been a great experience. There were a few challenges along the way as is always the case with integration projects, but their clear vision and collaborative approach allowed us to tailor solutions to the challenges presented."
- Paul Sweet, Head of Platform Development at Struto
Hurdles
The client is a large, multi-faceted business with various companies that make up the larger group. With this comes multiple stakeholders who bring a multitude of processes and systems to the table, necessitating the alignment cross-department and cross-business units.
The custom integration assists in breaking down the data silos by assimilating the data from various avenues into one unified view to provide data integrity. This allows accurate and efficient workflows, to enhance the customer journey from prospect to advocate.
Results & Impact
Struto collaborated with the client to deploy a solution that streamlines their multi-faceted data into one, clean feed that triggers valuable and efficient data-driven workflows via their HubSpot portal.
This integration led to:
Increased productivity
Elimination of data silos
Automation of workflows
Reduction of manual tasks and therefore decrease in errors
Improved customer and user experience
Data integrity
Streamlined and synchronised tech stack
Enhanced reporting and data-driven decision making
Large degree of time-saving and efficiency gains
Future Scope
This collaboration highlights Struto's expertise in connecting our customers’ essential business software with bespoke integration and platform-driven solutions within HubSpot. The client continues to engage with Struto on various HubSpot services to power up their HubSpot CRM journey.
Should you wish to discuss your software stack and how to integrate efficiently with HubSpot in order to successfully streamline your business operations, feel free to contact us for an informal chat.
