Tested engineering playbooks & real-world case studies.

// CRM INTEGRATION & MIGRATION

Keeping Salesforce and HubSpot Data in Sync Across Multiple Locations

Salesforce REST API HubSpot API Bidirectional Sync Engine

See how a multi-location rehabilitation provider used synchronization scripts and automation to move sales and marketing data between Salesforce and HubSpot.

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// CRM INTEGRATION & MIGRATION

Migrating Approximately 50,000 CRM Records from Pipedrive to HubSpot

Pipedrive API HubSpot Migration Scripts Data Transformation Engine

Learn how a roof management company moved sales, lead, company, and opportunity records from Pipedrive to HubSpot using scripts, automation, and manual validation.

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// CRM INTEGRATION & MIGRATION

Connecting Lead Management, Quotes, Contracts, Orders, and Support in Salesforce

Salesforce Apex Triggers Custom Lightning Components PriceBook & Quotes

Explore Salesforce customization for lead and campaign management, opportunities, products, quotes, contracts, orders, reporting, and post-sale case management.

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// CRM INTEGRATION & MIGRATION

Connecting Customer Registration Forms to Salesforce and Downstream Workflows

Web Form Integration Stripe API Salesforce Lead Routing

See how web registration and signup forms were connected to Salesforce, with additional workflow automation and integrations for an insurance business.

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// CRM INTEGRATION & MIGRATION

Bringing Sales Navigator Context into a Salesforce Sales Workflow

Salesforce Apex LinkedIn Sales Navigator API Profile Permission Sets

Explore Salesforce configuration and access controls used to make LinkedIn Sales Navigator insights available within a sales team's CRM workflow.

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