Our HubSpot Integrations Methodology for Seamless System Connectivity

How do we approach integrations with HubSpot?

We move beyond the one-size-fits-all mentality. Instead, we initiate every project with a comprehensive and strategic analysis of your existing systems and the data they hold. This involves:

In-depth Discovery 

We don't just scratch the surface. We meticulously document the flow of data, understanding its origin, destination, and transformation at each point. Ensuring bidirectional data flow is crucial, and we achieve this through detailed data maps and workflows. This process allows us to identify what’s happening in reality, and check in that the process map is truly descriptive and not just a ‘moodboard’ of what the different business functions think they have or want. We diagnose if the process is always followed in the way described, what exceptions exist and if they are manually resolved, or managed in sub-processes in shadow IT, like in apps in the marketing, sales or service teams that are not documented. This helps expose potential bottlenecks, inconsistencies, and opportunities for optimisation before we even begin the integration.

System Assessment

We conduct a thorough evaluation of your current systems and the integration methods available. This assessment goes beyond simply identifying what's possible; we aim to determine the most effective strategy for your specific needs and constraints. We consider factors like scalability, maintainability, and long-term cost-effectiveness to recommend the optimal approach. 

What is our HubSpot integration process?

Minimising disruption is top of our priority list, so we employ this proven process to ensure a smooth, fast and successful implementation:

1. System Identification

We begin by pinpointing the specific systems that need to be integrated. This involves working closely with your team to understand your business processes and identify the systems that play a key role.

The mindset shift that successful AI adopters make isn't about becoming fearless… it's about becoming curious. Instead of asking "What could go wrong?" they start asking "What could this help me accomplish?"

2. Functionality and Data Exchange Documentation

Meticulous documentation is key. We don’t simply note which systems need to talk to each other; we document how they need to communicate. We outline the precise functionalities required and the exact nature of the data exchanges that must occur. This level of detail is crucial for ensuring that the integration meets your specific business requirements.

3. Integration Architecture Design

We design a robust and scalable integration architecture tailored to your needs. This encompasses field mappings (ensuring data is correctly translated between systems), efficient workflows, secure communication methods, and stringent security measures to protect your sensitive data.

4. Tool and Technology Selection

We carefully select the most appropriate integration tools and technologies for your specific needs and constraints. Our expertise spans a wide range of technologies, and we prioritise solutions that offer reliability, scalability, and ease of maintenance.

5. Development and Rigorous Testing

We develop the necessary integration components and conduct thorough testing at every stage of the process. This rigorous testing approach minimises the risk of errors and ensures that the integration functions as expected from day one.

What methods and technologies do we employ?

To ensure seamless and efficient data flow, we leverage a range of cutting-edge methods and technologies, each chosen for its specific strengths:

• REST APIs: Representational State Transfer APIs provide a flexible and widely adopted method for systems to communicate over the web.
• ETL Processes: Extract, Transform, Load processes are essential for moving and manipulating large volumes of data between systems, ensuring data quality and consistency.
• GraphQL: A query language for your API that provides a more efficient and flexible alternative to REST APIs.
• Microsoft Azure Cloud-Based Hosting: We leverage Microsoft Azure for hosting our HubSpot Connector, utilising Azure Functions, Blobs, and scalable infrastructure to ensure reliability, security, and the ability to handle growing data volumes.
• Webhooks: These allow for real-time data updates between systems, ensuring that information is always current.
• JSON: JavaScript Object Notation is a standard format for data interchange, facilitating communication between different systems and platforms.

What do we need from you?

To make this a success, we need to work together. The more we understand your current setup, the smoother the integration will be.

This means we need a clear understanding of your current systems. We’ll need you to provide any available documentation detailing object/field specifications and existing integration methods. Once we have this,  we’ll be able to have a valuable head start and accelerate the implementation timeline.

How do we support you post-launch?

Integration isn't a one-time event - it's an ongoing journey. Our commitment extends far beyond initial deployment. 
Beyond this initial period, we offer ongoing maintenance and support, proactively addressing issues, accommodating change requests, and adapting to technology updates to ensure your integration continues to deliver optimal performance.

No two organisations are identical. Just as every person has a unique fingerprint, every business has a distinct technological DNA. That’s why, even with the process outlined above, we offer flexibility when it comes to embarking on an integration project. 
We understand that not every integration looks the same, but it should start the same - with a conversation.