Case Studies

Capture intelligence for analysis. If you knew what works for your customers, you would do more of it - and that's where we help to build your understanding and the routes available to establish customer relationships

Case studies-2

Case Studies

Capture intelligence for analysis. If you knew what works for your customers, you would do more of it - and that's where we help to build your understanding and the routes available to establish customer relationships

HubSpot Zoho Integration

What did the client want?

ZOHO CRM was connected to HubSpot using Zapier to sync-up data. This setup had to be audited and troubleshot. Zaps were to be tested out to ensure that it was working properly between the two systems. Zapier is a one-way data transfer tool and such setup are ridden with circular data references.

What did we do?

We created zaps with custom filters, if/else logic to avoid zap looping (continuous transfer of data when conditions are met). Data were formatted using custom zap formatters/look-up values to pass various values in the same format. This solution required some serious creative thinking and analytical skills considering that we were constrained with no option to use a straightforward two-way sync-up tool.

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