--- title: Case study - Idegy description: Learn how Idegy improved operational efficiency by integrating HubSpot and CommonSKU and enhanced data visualization with a robust dashboard. image: https://success.gorevx.com/hubfs/Idegy%20-%20Case%20Study%20Thumbnail.webp --- ![](https://success.gorevx.com/hs-fs/hubfs/theme-revX/images/case-inner-banner.jpg?width=1635&height=383&name=case-inner-banner.jpg) ![Idegy - Case Study Logo](https://success.gorevx.com/hs-fs/hubfs/Idegy%20-%20Case%20Study%20Logo.png?width=226&height=94&name=Idegy%20-%20Case%20Study%20Logo.png) Case Study MarTech Stack **Hubspot | CommonSKU | Zapier** # Idegy built automated workflows and achieved data consistency between HubSpot & CommonSKU with RevX **Company Overview** Idegy creates contemporary branded merchandise with great recall value, backed up by watertight logistics that work round the clock.  **Industry** Advertising **Headquartered** Columbus, Ohio **JUMP TO SECTION** [1. situation](https://success.gorevx.com/case-study-idegy#situation) [2. action](https://success.gorevx.com/case-study-idegy#action) [3. results](https://success.gorevx.com/case-study-idegy#results) ![](https://success.gorevx.com/hubfs/theme-revX/images/icon-magnifine-glass.svg) SITUATION #### Duplication of effort Idegy’s sales team had to perform double the manual work to maintain data on HubSpot and CommonSKU.  #### Lack of streamlined processes There was no streamlined process in place to update deals in HubSpot. Additionally, tasks that could be automated with workflows were being done manually, requiring more human effort.  #### Manual reporting Idegy was keeping track of and reporting its progress manually.  ![workflow 1](https://success.gorevx.com/hubfs/theme-revX/images/workflow%201.svg) ACTION #### Integrating CommonSKU and HubSpot After analyzing their existing processes and system, we decided to integrate their CommonSKU and HubSpot using Zapier. This ensured consistent data flow between the two platforms. #### Built a reporting and dashboard structure We built an dashboard structure for comprehensive reporting and data visualization. #### Established automated workflows Created automated workflows for existing processes to reduce manual workload and improve operational efficiency.  #### Set up notification flow Set up a robust notification flow for project owners that enabled automatic notifications for new projects and deals.  ![Vector (1)](https://success.gorevx.com/hubfs/theme-revX/images/Vector%20(1).svg) RESULTS #### Reduced work duplication  We successfully reduced the duplication of work by building an effective integration between HubSpot and CommonSKU that allowed for consistent data flow.  #### Improved reporting By building a dedicated dashboard structure, we ensured that Idegy no longer needed to manually update their data. This enabled improved, data-backed decision-making and lowered the risk of lost or missing data.  #### Less manual workload By automating several important manual processes, we were able to reduce manual workload for professionals at Idegy. #### LIVE updates Our notification flow allowed relevant parties to receive LIVE, on-the-go updates for important projects and deals.  ![7126104_computer_device_monitor_gadget_desktop_icon 1](https://success.gorevx.com/hs-fs/hubfs/7126104_computer_device_monitor_gadget_desktop_icon%201.png?width=35&height=35&name=7126104_computer_device_monitor_gadget_desktop_icon%201.png) ## SNAPSHOT ## Data sync between HubSpot and CommonSKU, automated notification flow for projects and deals Click here for large view ![Deal notification workflow](https://success.gorevx.com/hs-fs/hubfs/Deal%20notification%20workflow.png?width=1311&height=794&name=Deal%20notification%20workflow.png) Click here for large view ![Notification screenshot](https://success.gorevx.com/hs-fs/hubfs/Notification%20screenshot.png?width=718&height=754&name=Notification%20screenshot.png) Click here for large view ![Data pushing from CommonSKU to HubSpot](https://success.gorevx.com/hs-fs/hubfs/Data%20pushing%20from%20CommonSKU%20to%20HubSpot.png?width=1370&height=602&name=Data%20pushing%20from%20CommonSKU%20to%20HubSpot.png) ![Deal notification workflow](https://success.gorevx.com/hs-fs/hubfs/Deal%20notification%20workflow.png?width=1311&height=794&name=Deal%20notification%20workflow.png) ![Notification screenshot](https://success.gorevx.com/hs-fs/hubfs/Notification%20screenshot.png?width=718&height=754&name=Notification%20screenshot.png) ![Data pushing from CommonSKU to HubSpot](https://success.gorevx.com/hs-fs/hubfs/Data%20pushing%20from%20CommonSKU%20to%20HubSpot.png?width=1370&height=602&name=Data%20pushing%20from%20CommonSKU%20to%20HubSpot.png) × ![Logo](https://success.gorevx.com/hubfs/Logo.svg) ###### Follow Us [![](https://success.gorevx.com/hubfs/theme-revX/images/social-linkedIn.svg)](https://www.linkedin.com/company/go-revx/) [![Clutch Widget](https://success.gorevx.com/hs-fs/hubfs/Clutch%20Widget.png?width=184&height=64&name=Clutch%20Widget.png) ](https://clutch.co/profile/revx) [![download 1](https://success.gorevx.com/hs-fs/hubfs/download%201.png?width=127&height=64&name=download%201.png) ](https://www.g2.com/products/fractionalcmo/reviews#survey-response-7799744) ###### Services ###### Platforms ###### Insights ###### Company © 2024 RevX (A unit of Kudzu Business Consultancy Private Limited) | [Privacy Policy ](https://gorevx.com/privacy-policy?hsLang=en) | [Terms of Service](https://gorevx.com/terms-of-service?hsLang=en)