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Real-Time Synchronization of Customer Data

Challenge

A leading company faced significant challenges due to the need to enter customer data into two different systems: HubSpot and NetSuite. This process was time-consuming and led to several critical issues:

  • Time Investment: Employees had to manually input the same customer information into both systems, resulting in substantial time spent on repetitive tasks.
  • Duplicate Accounts: The manual process often led to the creation of duplicate accounts, causing confusion and inefficiencies.
  • Inconsistent Information: Due to human error and the lack of synchronization, customer information across the two systems was often incongruent, leading to inaccurate data and poor customer experience.

Solutions

To address these issues, Softcial created a custom solution using Azure Functions to create a middleware layer to synchronize both systems. The decision was made because the existing HubSpot and NetSuite synchronization plugin had limitations that prevented the implementation of highly specific business rules.

The custom middleware was designed with the following key components:

  • Azure Middleware Development: The middleware was built on Azure Functions to leverage its scalability, reliability, and integration capabilities.
  • REST APIs: Utilizing the REST APIs of both HubSpot and NetSuite, the middleware connected to the notification systems of each platform.
  • Real-Time Synchronization: The middleware was configured to trigger a synchronization operation in real-time whenever a record was modified in either system. This ensured that any change made in one system was immediately reflected in the other.

Outcome

The implementation of the Azure-based middleware resulted in several significant benefits for the company:

  • 100% Real-Time Synchronization: The middleware ensured that data was synchronized between HubSpot and NetSuite in real-time, eliminating any delays or discrepancies.
  • Elimination of Manual Data Entry: Employees no longer needed to manually enter data into both systems. This freed up their time, allowing them to focus on higher-level tasks that added more value to the company.
  • Accurate Contact Data: With the middleware in place, customer data was consistently accurate across both systems. This improved the quality of customer interactions and overall data reliability.

Technologies:

Azure Functions, Azure Queues,  Hubspot REST API, Netsuite SuiteTalk REST API, Netsuite Suitescript, Netsuite SuiteQL, Webhooks, OAuthentication 2.0