HubSpot and IFS (Central System) Integration for a Leading Marine Equipment Company

  • November 13, 2024
  • Girikon
Background

The client is a prominent marine manufacturing company specializing in developing advanced marine technologies, such as catch control and net monitoring sensors, echo sounders, current profilers, and sonar systems. Their cutting-edge technologies are used worldwide in the fishing industry.

Their goal was to enhance customer service and increase sales efficiency by leveraging and integrating their existing CRM system with the IFS Central system. This integration facilitated the seamless transfer of product and customer data from IFS9 to HubSpot CRM, resulting in enhanced customer service, increased sales performance, and greater internal and external operational efficiency.

The Challenge 
  • Establish a seamless connection between IFS and HubSpot. 
  • Enable HubSpot Service Hub to oversee all service-related operations.
  • Transfer all Customer and Product data from IFS Central to HubSpot.
  • Set up a one-way synchronization from IFS Central to the Service Hub.
  • Schedule regular, time-based syncs between IFS Central and the Service Hub to occur every 24 hours.
Products Used
  • HubSpot 
  • IFS9 
  • Cloud Server
  • Custom component for data sync
Approach and Key Features

Business Transformation

  • Conducted an in-depth review of business needs and workflows. Configured HubSpot to centralize service operations, streamlining tasks and improving response times.

Data cleaning

  • Cleaned and de-duplicated customer, company, and product data to ensure accuracy, removing redundancies and outdated entries.

Data Migration

  • Migrated customer and product data with necessary transformations, including merging fields like Sales Part Number and Housing Category for better data organization.

Data Sync Uni-directional (IFS to HS)

  • Built a custom, cloud-hosted synchronization component using Node.js. This component pulls recent data from IFS every 24 hours and updates HubSpot’s Company and Custom Object records accordingly.
The Result
  • Enhanced visibility of customer data tied to service requests within HubSpot.
  • Improved insight into products linked to specific service requests.
  • More effective tracking of ticket statuses in HubSpot Service Hub.
  • Seamless data flow and integration between IFS (central system) and HubSpot Service Hub.
  • Better visibility and control over service-related data in HubSpot.
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