RevOps Connect

Build a Complete Customer 360 View

Unify customer data from sales, support, billing, and product usage in HubSpot for a complete picture of every customer.

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The Problem

Customer data is scattered across systems. Sales doesn't know about support tickets. Support doesn't see billing status. Success doesn't know product usage. Teams waste time switching systems and miss critical context.

The Solution

We integrate HubSpot with your support, billing, product analytics, and other customer systems. All customer interactions, transactions, and behaviors are visible in one place, giving every team the context they need.

Benefits

Complete customer context - see support, billing, and usage in HubSpot
Smarter conversations - reps know customer health before calls
Faster issue resolution - support sees sales context and account history
Proactive success - identify at-risk customers from usage data
Better segmentation - target customers based on complete behavior data
Unified reporting - report on customer health from one system

How It Works

1

Data Source Inventory

We identify all systems with customer data and what data is valuable for the 360 view.

2

Data Model Design

We design how data will be stored in HubSpot - custom properties, objects, and timelines.

3

Integration Build

We build integrations to sync relevant data from each system to HubSpot.

4

Timeline & Activity Sync

Key events appear on the HubSpot timeline so teams see the complete customer journey.

5

Views & Reports

We build custom views and reports that surface the most important customer insights.

Frequently Asked Questions

What systems can you integrate for a 360 view?

We integrate support systems (Zendesk, Intercom, Freshdesk), billing (Stripe, Chargebee, Zuora), product analytics (Mixpanel, Amplitude, Segment), and more.

How do you handle large amounts of data?

We sync summary data and key events rather than raw data dumps. This keeps HubSpot performant while providing actionable insights. Raw data stays in your data warehouse for deep analysis.

Can CSMs see customer health scores in HubSpot?

Yes. We can sync health scores calculated in other systems or help you build health scoring in HubSpot based on the integrated data.

Ready to get started?

Let's discuss how we can help solve your integration challenges.

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