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HubSpot and Salesforce Integration Discovery Saves 45K Annually
- HubSpot and Salesforce Integration
- Hubspot CRM
- Inbound Marketing Assessment
- Integrations
Overview
A Crown Corporation used Salesforce for CRM and were looking to integrate HubSpot MarketingHub. They needed a certified partner to lead a proper HubSpot and Salesforce integration discovery process before implementation.
The internal assumption was that enterprise licensing would be required to support custom object complexity.
Through expert HubSpot and Salesforce integration analysis and structured HubSpot consultancy, we identified significant cost inefficiencies before contracts were finalized.
Industry
Crown Corporation
The Opportunity
Before implementation, we performed a deep workflow and object analysis to determine:
- What data was truly required
- Where automation complexity was unnecessary
- Whether enterprise licensing was genuinely justified
The discovery phase revealed structural inefficiencies that would have locked the client into unnecessary spend.
The Plan
Discovery revealed a key insight. Custom Salesforce object data had been inserted into email body content and this was the sole driver forcing enterprise-tier licensing.
By restructuring workflows and rethinking automation logic through strategic HubSpot consultancy, we eliminated the need for enterprise licensing and simplified the integration architecture.
The Results
- $45,000 in annual licensing savings
- Reduction in projected integration cost
- Simplified integration architecture
- More efficient long-term automated email structure
This case proves that thorough HubSpot and Salesforce integration discovery protects both budget and long-term system performance.
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