The best of both worlds
WeClapp ERP is deeply integrated into internal tools and processes. However, the WeClapp CRM functionalities for Sales and Service are not enough:
The first major task of the project is to understand the client's internal processes.
The method of choice here is a joint workshop on imports and integrations. There are also separate workshops for sales and other teams. This leads to questions and answers on the following topics:
From the workshop, we can draw up a precise project plan in which all the threads come together at the end:
1. The Creation of a Mapping Document
This contains all the properties and objects that are transferred from the old CRM and the form in which they are imported into HubSpot. Desired data manipulations are also recorded in this document. This creates a clear and transparent work order.
2. Preparation of the Coded Script
Our scripts use either CSV exports or API interfaces. Scripts allow us to optimally prepare the export so that we only have to execute them before the final onboarding day.
3. The Test Import
To ensure that everything meshes as desired when importing the data to HubSpot, a test import is carried out in a HubSpot test environment beforehand. This allows all project participants to view and check the imported data in detail in HubSpot.
4. Final Data Import
In the last step, the final import is carried out on the evening before onboarding - the official start of the team in HubSpot. Due to the proximity in time, the most up-to-date data is imported from WeClapp. This increases the acceptance of HubSpot in the team.
The aim of the integration is to automatically transfer HubSpot offers to WeClapp after acceptance by the customer. There they are to be listed as orders, products are to be transferred and the corresponding contact is to be transferred from WeClapp.
As the existing native link between HubSpot and WeClapp does not do this, we rely on a workflow including custom code. The decisive factor here is the "HubSpot offer accepted" trigger required for the process. This triggers the workflow, the heart of which is a custom code element. In this case, a Python script that performs several API operations and transfers the order to WeClapp in the final step.
If the transfer was not successful, the HubSpot CRM manager will be notified. If the transfer is successful, some data is transferred to the corresponding HubSpot deal. This allows the correct transfer to be tracked directly in the deal pipeline.
„We worked with made2grow for the migration to HubSpot. Here, complex operational processes were successfully transferred, questioned in meaningful places and rethought so that we got off to a successful start with HubSpot. The daily collaboration in the teams was always professional and friendly.“
Martin Göbert
CEO at studddy
„Friendly, accessible and competent, even for last-minute requests. Solutions are not only found, but also prepared in a detailed and comprehensible manner - in-house knowledge is therefore growing as a result of this collaboration, clear added value! Another positive aspect is that the status quo is compared with the possibilities offered by HubSpot. In this way, future-oriented scaling is not lost in the process.“
Lea Almer
Senior Performance Manager at Planted
Do you have a similar case or want to find out whether HubSpot and custom code workflows could be something for you?
Get in touch with us for an initial, no-obligation discussion and we'll see together how you can generate new leads with HubSpot. In person in Cologne or digitally!
Thanks to our many years of experience as a HubSpot agency in many small and large projects, we will know which solution is right for your company. Book an appointment for a no-obligation discovery call and we'll see together whether and how you can become successful with HubSpot 🤓
