Integration · CRM
CRM integration: HubSpot and Salesforce
Customers, orders and carts from your store in HubSpot or Salesforce, so sales and marketing see what each account buys, with segments flowing back to the store.
- Kinds of data synced
- 4
- Systems
- 2
- Retries and alerts built in
- Queued
What moves, which way
Sales and marketing seeing what every customer actually buys. Each kind of data has one system of record, so nothing gets overwritten.
- Customers and companiesBoth waysHow often: On changeAgreed per project
- Orders and order valueStore → CRMHow often: On orderStore
- Abandoned cartsStore → CRMHow often: After a set delayStore
- Segments and account ownersCRM → storeHow often: On changeCRM
How we connect it
- 01ConnectionOne agreed owner per field, so the CRM and the store never overwrite each other.
- 02OwnershipConsent is respected: marketing data only moves for customers who agreed to it.
- 03TraceabilityB2B accounts map to CRM companies, so account managers see every buyer's orders in one place.
When something fails
Integrations fail in predictable ways. These four rules keep a failure from reaching a customer.
Queued
Every change travels as an event on a queue, so nothing waits on a slow or offline system.
Phase 1 of 4
Safe to retry
Each message carries an ID, so a retry never creates a duplicate order or double stock movement.
Phase 2 of 4
Visible
Messages that keep failing move aside and alert a named engineer, with the reason attached.
Phase 3 of 4
Reconciled
A nightly check compares key numbers between systems and flags any drift before customers notice.
Phase 4 of 4
Questions
Can sales reps order on behalf of customers?
Yes, for B2B: reps can see an account's prices and history and place orders for them, with the CRM showing the result.
Book an architecture review
A 60-minute session with a senior architect. We review your current platform, integrations and growth plans, then send a written summary of risks and options.
- For companies with a real platform decision coming up
- NDA signed before we talk details
- The written summary is yours to keep