Fractional CMO is now RevX  |  Learn more
Schedule Call
Company Overview Colorful Concrete Solutions is a concrete coatings provider, serving commercial and residential environments.
Industry Manufacturing
Headquartered Waukesha, WI
JUMP TO SECTION
1. situation 2. action 3. results
SITUATION

HubSpot integration requirements

Colourful Concrete Solutions wanted to integrate HubSpot with multiple platforms to complete tasks that seemed daunting to accomplish via native integrations.

workflow 1
ACTION

Zapier integration

Zapier was successfully implemented to fulfill custom data flow requirements. As a result, data from other platforms like Quickbooks, Google Calendar, and NiceJob is now visible on HubSpot.

Vector (1)
RESULTS

Seamless sync between HubSpot and other tools

Seamless sync was achieved between HubSpot and the platforms - Quickbooks, Google Calendar, and NiceJob, effectively.

Achieved custom data flow

They're able to achieve the following custom requirements with Zapier integration:
Criteria Action
New contact in the list on HubSpot Created "Customers" on QuickBooks
"Person" creation /updating on NiceJob Created "Contact" on HubSpot
New contact in the list on HubSpot Created detailed "Event" on Google calendar
7126104_computer_device_monitor_gadget_desktop_icon 1

SNAPSHOT

Workflows to optimize sales next steps