SAP integaration with Hubspot

This case study explores the features & challenges of migrating from Azure Dataverse to Azure blob Storage under Microsoft Dynamics Support.

Technologies

Integration
SAP

Project Types

Integration

Industries

Implementation

About Client

Since 2015 BAC has been instrumental in evolving and simplifying the customer experiences of forward-thinking organizations across Asia Pacific, Europe, North America, the UK, and Ireland. BAC helps organizations unify their people, processes, and technologies to deliver industry-leading customer and employee experiences. BAC enables you to leverage technology to align your sales, marketing, and success teams, so you can make the most of every interaction, even as you grow. We supported the client with SAP Integration with Hubspot.

Project Background

This case study has details about how we designed and developed the integration of SAP with
HubSpot system. In this case study, we list the APIs we used and how we enabled initial and
delta load, including the configuration we did in HubSpot. Overall, a new DB instance needs to be created (DB-2) that will take data from DB-1 (based on some pre-defined business rules) and feed selective data into the HubSpot CRM instance.

This new database must be created from the client’s existing SAP Central Management System (CMS) instance. The new database needs to comply with the existing pre-defined entity-relationship model. The initial data dump will happen from the CMS to the new database (as shown below).

Also required is syncing batch routines to sync to the said database with SAP post-dump. Finally, this new database needs to be integrated into HubSpot. To list down the objectives:

Ability to send initial and delta load in the Hubspot system
Send Contacts, Organizations, and deals data to Hubspot

Scope & Requirement

SAP Integration with Hubspot APIS
Integrate solution design to match the requirement
Make it configurable to run for multiple clients on Hubspot
Integrate it via a scheduler to run as a Batch Job can be done via Logic Apps, Cron Jobs etc.
Get the data synced to Hubspot daily for contacts, Companies and Deals

Implementation

Technology and Architecture

Technology

Security & Compliance:

Backup and Recovery

Network Architecture

Site to Site VPN Architecture using Transit Gateway
Distributed Azure Network Firewall
Monitoring with Cloud Watch and VPC flow logs.

Cost Optimization

Alerts and notifications are configured in the Azure cost

Code Management, Deployment

Cloudformation scripts for creating stacksets and scripts for generating Azure services was handed over to the client

Challenges

We encountered some issues as below:
Ensure the data is correct as the Contact, company and deals may have mandatory fields which needs to be filled in to ensure that it does not fail when creating the record via API Example name is mandatory for Person
Ensure the Daily Quota Limit for the API is within the threshold if there are more records to be created it would need to be spaced out.
Since the calculated field value was dependent on todays date so even if there was no update on the customer but the last order date remained the same we had to run a delta load as a script to update all Contacts records because days since last sale would have been T+1 each day.
The integration was placed in VPN so we were not sure if It is going to run unattended or not it initially kept crashing but later we were able to move it to a stable zone within the network so it could run 24*7

Project Completion

Duration

Deliverables

Support

We helped Customer to get the systems integrated using which they could do better lead management based on analytics in HubSpot
The integration ran without any issues after Go live and we provided support of 2 weeks
Same code based was used by the client to integrate multiple other similar customers they had

Testimonial

building Manager Bacpartners

Next Phase

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Testimonial

Edward Yarashev

Product Manager | Tonkin + Taylor

Peritos is a team of highly skilled developers, technical experts, and delivery managers. We’ve been very impressed with their commitment. Their developers and delivery managers have conducted themselves with professionalism and diligence at all times, and the quality of the work they have performed has been excellent. Many times, they proposed better solutions, which resulted in better and faster products. Peritos is a reliable AWS Partner. You can trust and be satisfied.

(For services and support)

Richard Canny

Ultimation industries | President

“We are very happy with the results of this major IT project with Peritos Solutions. Their staff gained a good knowledge of our business and processes. They were able to work with many of our diverse team members and launch Business Central ERP on time and on budget according to our requirements. We will be using them again for future projects and additional development actions. Thank you!”

(For services and support)

Grant Peterson

Software Development Manager | Insight Software

The project was completed on time and as per the agreed budget. The communication was excellent, as was the dedication to quickly turning around the required report development. The overall experience was good, and I would definitely work with the Peritos Team again.

(For services and support)

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SAP integaration with Hubspot