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

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.

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  • January 30, 2026
  • Girikon

Anonymised Client Profile

Industry Jewelry Manufacturing/Supply
Years in Business 82+ Years
Client Location Albuquerque, NM
Organisation Size 500–750 Staff
Background

About the Organisation

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

Fragmented Systems, Missed Opportunities

  • 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.
Technology Stack

Products Used

HubSpot AWS SAP 8×8 Smartsheet
Our Approach

What Girikon Implemented

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.

Measurable Impact

The Results

This comprehensive transformation enabled the Client to achieve streamlined sales management, improved customer outreach, and greater efficiency across systems.

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.

Client Feedback

Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of.

Director of Marketing & Communications Global Policy Research Organisation — Washington D.C., USA

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