Integrations
HubSpot connected to the ad order system, the ERP, the subscription platform, and the reporting layer, so a deal is entered once.
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Code, when it earns its place.
Most HubSpot problems are configuration problems. The rest are real: a rule the workflow builder cannot express, an external record a rep needs on the deal, an application that belongs inside the CRM. We build those, and we build them so the next admin can read them.
When this is the right engagement
- A workflow needs logic the builder cannot express
- Sellers need data from the ad server, the ERP, or the subscription platform on the record, without a full sync
- A recurring process needs a small application and the CRM is where it belongs
- A previous developer left code with no documentation and no tests
- Indigo DataSync or a similar mover needs to be adapted to your stack
What you get
- Custom-coded workflow actions with tests and logging
- CRM cards that surface external data on contact, company, and deal records
- Private apps for processes that need their own interface inside HubSpot
- Serverless functions for scheduled and event-driven work
- Custom quote templates when the standard editor cannot produce your proposal
- Source control, documentation, and a handoff your team can maintain
How it runs
- 01
Confirm configuration will not do it
The cheapest code is the code you do not write. We check first.
- 02
Specify the behavior and the failure modes
What it does, what it does when the other system is down, and who finds out.
- 03
Build in source control
Your repository, our commits, tests included.
- 04
Test with real records
The advertisers, orders, and edge cases that will actually hit it.
- 05
Deploy, monitor, document
Released in stages, watched, and written up for whoever comes next.
Questions we get
Will custom code lock us in?
Not if it is done properly. Everything we build lives in your source control, uses HubSpot’s public APIs, and comes with documentation. You can hand it to any developer.
Work and news
Notes from HubSpot engagements.
Case studies from HubSpot engagements are being prepared for publication. The announcements above are the public record in the meantime.
Start with the stuck point
What should HubSpot be doing that it isn’t?
Bring the workflow, handoff, or report that keeps resurfacing. We will tell you whether it is a HubSpot problem, a data problem, or a systems problem, and what to do about it.