Driving Revenue Efficiency with a Unified HubSpot and Salesforce Ecosystem

  • January 30, 2026
  • Girikon
Background

A leading technology solutions provider delivering core software products and digital platforms for the Banking, Financial Services, and Insurance (BFSI) sector, along with Enterprise Resource Planning (ERP) solutions. Its portfolio spans insurance, lending, Islamic banking, anti-money laundering (AML), and asset management—helping organizations improve compliance, streamline operations, and drive efficiency.

The Challenge 

  • Data Discrepancies: Inconsistent data between HubSpot and Salesforce due to improper synchronization.
  • Limited Real-Time Visibility: No real-time data flow, hindering timely decision-making.
  • Lead Handoff Gaps: Ineffective transfer of leads from marketing to sales, causing delays and missed follow-ups.
  • Multiple System Dependency: Sales teams had to switch between platforms to track lead activity, reducing productivity.
Products Used

  • HubSpot 
  • Salesforce
Approach and Key Features

Business Process Design & Integration: Defined clear data mapping, workflows, and sync rules to ensure accurate, bi-directional data flow and eliminate redundancies.

Website & Marketing Enablement: Implemented HubSpot forms and tracking on WordPress, created custom email templates, and enabled the marketing team with hands-on training.

User Roles & Access Management: Configured roles, permissions, and team structures for secure access and simplified administration.

Reporting & Dashboards: Built custom reports and dashboards to deliver real-time visibility into marketing and sales performance.

Automation & Lead Scoring: Deployed automation workflows and a lead scoring model with positive and negative criteria to prioritize high-intent leads.

The Result

Enhanced Customer Data Visibility

A unified view of customer data across HubSpot and Salesforce improved data accuracy, consistency, and transparency. Marketing and sales teams gained real-time insights into engagement history and campaign performance, enabling better decision-making.

Improved Usability for Marketing Operations

A simplified HubSpot setup aligned to marketing workflows enabled teams to track customer activity, lifecycle stages, and engagement touchpoints with ease—without reliance on complex CRM processes.

Advanced Lead Tracking and Prioritization

Enhanced engagement tracking and automated lead prioritization helped identify high-intent prospects faster. Embedded HubSpot forms on the WordPress website ensured seamless lead capture and real-time data enrichment.

Robust System Integration and Data Governance

A stable, scalable integration ensured clean, bi-directional data sync. Controlled sync lists and clear mapping rules maintained data hygiene and optimized system performance.

Overall Business Impact

The transformation streamlined marketing and sales operations, improved cross-team collaboration, and increased operational efficiency. With accurate insights and automated processes, teams were empowered to engage prospects more effectively and drive measurable business outcomes.

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