Steps Overview

Step 1: Audit and Strategy

We start with an audit session to understand your current sales and marketing processes. Together, we define the CRM integration objectives and establish a clear strategy to ensure alignment with your business needs.

Step 2: Architecture and Data Mapping

We design the integration architecture, defining how the systems will communicate (e.g., HubSpot with your ERP). We perform a detailed data mapping to ensure that critical information (contacts, orders, invoices) syncs correctly.

Step 3: Development and Automation

Our team develops the custom API connectors and configures the automated workflows. We implement the business logic to streamline processes, from lead scoring to report generation.

Step 4: Testing and Go-Live

We rigorously test the integration in a staging environment to validate data integrity and automation functionality. After your team's validation (UAT), we plan and execute the go-live with minimal impact on operations.

Step 5: Training and Ongoing Support

We provide training sessions for your team to ensure rapid adoption of the new processes. We offer post-launch maintenance and support to continuously optimize the integration and respond to new business needs.

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Last updated: 30.11.2025