Platform Integration

One revenue picture, even when the data lives in five systems.

We map your systems, decide what HubSpot should own versus mirror, and build the integration with the least moving parts that still does the job.

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Who this is for

You will recognise yourself in at least one of these

  • Billing, product and CRM disagree about who is a customer.
  • Recurring revenue lives in an ERP and never reaches HubSpot reports.
  • Reps re-type data that already exists somewhere else.
  • You are choosing between a connector, an iPaaS and a custom build.
What we do

The work, step by step

Systems map and requirements

What each system owns, how records match across them, and which direction data should flow.

Build, buy or iPaaS decision

Native HubSpot connectors and Data Sync first. n8n or an iPaaS when logic is needed. Custom API builds only when nothing else fits.

Data model for integration

Custom objects, association labels and unique identifiers designed so the integration stays stable when the business changes.

Integration build

Field mapping, transformation rules, error handling, retries and logging. Monthly maintenance scripts where sync has to be scheduled.

Revenue time series

Turning one-off deals and line items into monthly recurring revenue records so MRR, ARR and forecasts report correctly.

Monitoring and documentation

Runbooks, sync reports and alerts, so someone other than us can keep it running.

What you get

Deliverables you keep

Engagement shape: Three to ten weeks depending on systems. Scoped after a short technical discovery.

  • Systems map and integration requirements document
  • Working integration with error handling and logging
  • Field mapping and transformation documentation
  • Runbook for operations
  • Monitoring reports and alerts
Related case study

What this looked like for a real client

AI SaaSinsurance verticalpartner-led sales

Showing sales directors which partner can help close a deal

An AI company selling into insurers through partners like Microsoft and LexisNexis needed deal owners to see partner coverage without asking around.

1glance to see partner coverage
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Situation

Partner relationships lived in a spreadsheet. When a sales director opened a deal, nothing in HubSpot said whether a partner already had that account as a client or prospect.

What we did

  • Modelled partner coverage as company-to-company association labels, maintained by the partner manager in the HubSpot UI, so the source of truth stays where people work.
  • Built a custom-coded deal workflow that reads the labels off the deal's company and writes a coloured relationship tag plus the partner names onto the deal.
  • Reconciled and imported the partner account list, flagging duplicates and ambiguous matches for the client instead of guessing.

Result

Every new deal now shows its partner relationship on the board, and the client owns the mechanism without touching code.

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FAQ

Questions we get about this service

Which tools do you integrate with?

Recently: NetSuite, Stripe, WooCommerce, custom booking systems, Google Sheets, Slack, data warehouses and AI services. The method matters more than the logo.

Do we need HubSpot Enterprise for custom objects?

Custom objects require Enterprise on at least one hub. When that is not justified, we design around standard objects, association labels and HubDB, and we tell you the trade-off.

Ready to make HubSpot run your revenue?

Book a 30-minute discovery call. We look at your portal together and tell you what we would fix first.

  • 30 minutes, no slides
  • You leave with three concrete next steps
  • If we are not the right fit, we say so

Pick a time with Daniel

Discovery calls are free and go straight into the calendar.