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HubSpot and Salesforce Integration Reduced from 55K to Under 12K
- HubSpot and Salesforce Integration
- Hubspot CRM
Overview
An energy sector client approached HubSpot directly to integrate website forms into Salesforce.
They were advised to purchase:
- Enterprise marketing license at 4,600 dollars per month
- A 50K plus bi-directional integration
The recommended partner performed no meaningful discovery.
Industry
Energy
The Opportunity
We conducted a structured review as part of a full HubSpot and Salesforce integration assessment supported by experienced HubSpot consultancy.
We analyzed:
- Salesforce workflows
- Use cases
- Data requirements
- Automation dependencies
The key question was simple. What does the business truly need to achieve the objective?
The Plan
Discovery revealed they only required a one-directional sync. Website form data needed to push into Salesforce.
There was no need for a full migration, complex bi-directional sync, or enterprise-tier licensing.
This right-sized Hubspot and Salesforce integration sync reduced unnecessary technical complexity and long-term cost.
The Results
- Integration cost reduced from over 50K to 10K
- Licensing reduced from 55K annually to under 12K
- Cleaner architecture
- Faster implementation
Strategic discovery reduced cost by more than 75 percent while preserving system performance.
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