HubSpot and SAP, 8X8 and Smartsheet integration for leading supplier to Wholesale Jewelers

  • January 30, 2026
  • Girikon
Background

A US-based jewelry supplies company serving both B2C and B2B markets. The business supports bench jewelers, designers, retail jewelers, manufacturers, and educators with a wide range of metals, tools, and machinery, operating from its headquarters in New Mexico.

The Challenge 

  • Siloed CRM Data: Four independent HubSpot portals prevented a unified view of customers and performance.
  • Inconsistent Data Models: Misaligned custom properties and object structures across portals.
  • Operational Inefficiency: Manual management of marketing assets, forms, and workflows in multiple portals.
  • Limited Campaign Visibility: No cross-portal insight into marketing and sales performance.
  • Complex Salesforce Integrations: Multiple portal-level integrations that were difficult to maintain and govern.
  • Governance Gaps: Lack of centralized control for permissions, reporting, and data standards.
  • External Data Sync: Vehicle and operational data required secure syncing between Salesforce and HubSpot via AWS S3.
Products Used

  • HubSpot 
  • AWS
  • SAP
  • 8×8
  • Smartsheet
Approach and Key Features

Process Mapping: Designed end-to-end sales process flows, outlining all required sales activities and system touchpoints.

Data Discovery & Modeling: Identified critical business properties and aligned data models to ensure continuity with ERP processes.

Large-Scale Data Migration: Migrated ~2 million records with required data transformations and precise SAP-to-HubSpot field mapping, ensuring zero data loss.

Custom Integrations: Built bi-directional SAP–HubSpot sync using scheduled jobs, real-time webhooks, and AWS Lambda. Integrated Smartsheet and 8×8 data into HubSpot via a Node.js custom application.

The Result

Unified Data Visibility: Improved access to accurate, consolidated data for teams and leadership.

Improved Data Quality & Efficiency: Strong error handling, cleaner data, and reduced manual effort.

ERP Process Automation: Automated key ERP-driven workflows, improving speed and reliability.

Simplified Business Operations: Streamlined processes by seamlessly integrating HubSpot with third-party SaaS platforms such as Smartsheet and 8×8.

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