Idegy built automated workflows and achieved data consistency between HubSpot & CommonSKU with RevX

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. 

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. 

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.