Seamlessly integrating various platforms is vital for businesses seeking to optimise operations and boost productivity. One of Struto's clients operating in the IT space successfully integrated their ConnectWise and HubSpot software through their innovative strutoIX middleware solution.
By navigating the complexities of hybrid environments, the company has streamlined its sales and accounting processes, setting a standard for effective integration solutions within the industry.
Background
This UK-based IT managed service provider has been in operation for over two decades, specialising in assisting organisations with managing complex hybrid environments. The company offers expertise in cloud migration, Microsoft 365 support, data governance, and compliance solutions. Serving thousands of customers across diverse sectors, the organisation has completed over 1,000 cloud migration projects and maintains a 97.9% customer satisfaction rate.
As a medium-sized enterprise, it has earned recognition from Gartner as a notable third-party support provider for Microsoft and holds the Microsoft Solutions Partner Designation for Modern Work (Enterprise) and Azure Infrastructure.
Challenge
This client sought to enhance its operational efficiency by integrating ConnectWise with HubSpot, aiming to optimise both sales and accounting processes. With the desire to streamline their sales capabilities without sacrificing the robust accounting functionalities embedded in ConnectWise, they reached out to Struto to leverage our integration expertise. The company needed a swift and non-disruptive solution capable of bridging these two powerful platforms.
Solution
Enter strutoIX, Struto’s advanced integration middleware. Charged with facilitating this critical integration, our team crafted specialised connectors within strutoIX to support a full two-way sync between HubSpot and ConnectWise.
This complex initiative demanded custom add-ons and an expanded utilisation of the ConnectWise API, tailored to meet the company's specific requirements. The implementation of strutoIX ensured seamless synchronisation of companies, contacts, and sites, maintaining a cohesive product list across both systems. This integration empowered the marketing and sales teams to leverage HubSpot’s superior functionalities, ensuring efficient workflows and precise data management.
Hurdles
Throughout the project, some unexpected complexities emerged, presenting challenges to the initial timeline. Struto's team, however, proved to be instrumental, swiftly engaging in detailed conversations with the company's ConnectWise administrator and key stakeholders to navigate these hurdles. Our proactive communication and troubleshooting skills ensured that the unforeseen issues were addressed efficiently, allowing us to adapt timelines and deliver this successful integration.
Results
The project has fundamentally transformed the company's internal operations. By capitalising on our HubSpot connector add-ons, the sales team now enjoys HubSpot’s user-friendly interface and sophisticated marketing tools, while ConnectWise remains integral to their financial operations. This dual-benefit solution has simplified daily operations, bridged departmental gaps, and fostered enhanced transparency and collaboration.
Impact
While comprehensive data is forthcoming post-launch, the projected impact is significant. The company is set to experience accelerated sales cycles and improved customer relationship management. The integration has introduced a singular source of truth for their sales team, bolstering productivity and communication.
"Our ConnectWise connector allows us to effortlessly build pipelines between HubSpot and ConnectWise, truly unlocking value for companies seeking integration excellence."
- Marc Howell Product Owner of strutoIX
Future Scope
There appears to be no immediate expansion foreseen for this integration, as the company has secured the functionalities they initially sought. Nevertheless, the robust framework in place offers the foundation for potential future enhancements or integrations, supporting potential organisational growth.
This project exemplifies Struto's capability to deliver customised solutions that enhance operational efficiencies for medium-sized enterprises. As the company leverages this integration's power, organisations in similar sectors may consider adopting comparable solutions to optimise their processes through expert SaaS platform integration.
Technologies Used
- strutoIX middleware
- ConnectWise API
- HubSpot Connect
