Case Study: Seamless Integration between Total Expert and HubSpot

The Challenge

The client was using Total Expert, a CRM designed for mortgage and financial services. They faced significant difficulties in tracking lead sources and analyzing campaign performance. They were running ads across various platforms (Google, Facebook, LinkedIn), which were connected to HubSpot. However, the leads captured through their Total Expert forms were being directly pushed into Total Expert, bypassing HubSpot. This disconnect prevented the client from accurately tracking conversion rates and campaign attribution, making it challenging to optimize their marketing strategies.

Our Solution

To address this issue, we proposed a comprehensive solution:

Replacing the Total Expert Form with the HubSpot Form:

We replaced the existing Total Expert form on the client’s website with a HubSpot form. This change ensured that all leads would be captured directly in HubSpot, enabling seamless tracking and analysis of ad campaign performance.

Custom API Integration:

To bridge the gap between HubSpot and Total Expert, we developed a custom integration using APIs. This integration was designed to create a new contact in HubSpot upon form submission and then create a corresponding lead in Total Expert, including the source information.

Implementation Process

Step 1: Replace the Total Expert form with a HubSpot form on the client’s website. This ensured that all lead data was captured directly in HubSpot.

Step 2: Install a private app within HubSpot to enable the custom integration. This private app provided the necessary medium to write and manage the API, ensuring compliance with the limitations of the free HubSpot account.

Step 3: Develop a custom API integration to act as the intermediary between HubSpot and TotalExpert. This API was configured to trigger whenever a new contact was created in HubSpot.

Step 4: Utilize the custom API to create leads in Total Expert. The API captured new contact details from HubSpot and used this information to create corresponding leads in Total Expert, including the source information.

Results

Enhanced Campaign Tracking: With leads now flowing into HubSpot, the client could accurately track the performance of their Google, Facebook, and LinkedIn ad campaigns.

Improved Lead Management: The integration ensured that the team’s workflow remained unchanged, as leads were created in Total Expert in the same manner as before.

Cost Efficiency: By leveraging existing API capabilities, we delivered a cost-effective solution without requiring significant changes to the client’s systems.

Conclusion

This project demonstrates our ability to provide innovative and cost-effective solutions to complex integration challenges. By seamlessly integrating Total Expert with HubSpot, we enabled our client to gain valuable insights into their ad campaign performance and streamline their lead management process. Our expertise in custom coding and API integration ensured a successful and efficient implementation, tailored to the client's specific needs.

As a HubSpot Platinum Partner, Amwhiz is here to help you unlock the full potential of HubSpot integrations and achieve your digital goals. Contact us today to learn how we can support your business with seamless and effective HubSpot solutions.