<img src="//salesviewer.org/LE-005096-001.gif" style="visibility:hidden;">

Elixir's HubSpot Integration Challenge: Custom Solutions for Freshbooks & Freshdesk

  • Industry: Technology Services
  • Company Size: Mid-sized company (25-100 employees)
  • Services: Technical Assessment, HubSpot Engineering, HubSpot integrations, Solution architecture
Case study cover - template-1

Summary

Elixir overcame the limitations of standard integrations and gained comprehensive revenue visibility with custom HubSpot integrations for Freshbooks and Freshdesk. Now equipped with advanced financial reporting, unified customer support data, and complete departmental alignment, Elixir can deliver superior client service while maintaining operational excellence.

Advanced Revenue Reporting Capabilities
Unified Customer Support Integration
Complete Marketing-Sales-Service Alignment

The challenge

Pursuing Excellence, Meeting Integration Limits

As a leading HubSpot Solutions partner specializing in complex integrations, Elixir understands firsthand the limitations companies face with standard software integrations. When we decided to integrate our own Freshbooks accounting software and Freshdesk support platform with HubSpot, we discovered why custom solutions are often necessary.

Standard Integration Revenue Tracking Gaps

Elixir needed comprehensive revenue reporting capabilities beyond basic contact synchronization. The standard Freshbooks integration only synced specific client types and displayed invoice information, but couldn't transform invoices into deals or create line items for detailed financial analysis.

Limited Support Ticket Management

Another challenge was their underutilization of HubSpot. They were only using it as a basic mailing tool with little to no automation, missing out on the platform's powerful commercial capabilities that could streamline their operations.

Departmental Data Silos

The final issue was maintaining separate systems for accounting, support, and sales activities. Without proper integration, our marketing, sales, and service teams worked with fragmented customer information, limiting our ability to provide cohesive client experiences.

Advanced Integration Architecture Beyond Standard Connectors

Elixir needed more than basic software connections, we required sophisticated integration architecture that would:

  • Transform accounting data into actionable sales intelligence within HubSpot
  • Enable bidirectional ticket management for comprehensive customer service workflows
  • Create unified customer timelines across all departmental touchpoints
  • Generate custom financial reports filtered by multiple business dimensions
How We Made It Happen

Custom API integrations delivering advanced functionality beyond standard platform limitations

1. Comprehensive Requirements Analysis

We conducted detailed analysis of our internal workflows to identify specific integration requirements that standard connectors couldn't address. This included mapping our unique reporting needs and customer service processes that required deeper system connectivity.

2. Custom Freshbooks Integration Development

We engineered a sophisticated integration that transformed invoices into HubSpot deals and invoice lines into line items.

This custom development enabled advanced revenue reporting capabilities, allowing us to generate filtered reports by month, country, and specific products or services while creating timeline events for payment tracking.

3. Advanced Freshdesk Integration Architecture

We built comprehensive bidirectional integration enabling ticket creation and updates directly within HubSpot. This solution provided complete customer service workflow management, ensuring support activities integrated seamlessly with our sales and marketing processes.

 

4. Unified Customer Experience Platform

We implemented integrated timeline functionality across all systems, ensuring every customer interaction from accounting to support appeared in unified HubSpot records. This comprehensive approach enabled our teams to deliver consistent, informed customer experiences across all touchpoints.

Custom Integration Solutions for Complex Business Requirements

We developed sophisticated API-based integrations that overcame the inherent limitations of standard platform connectors. These solutions addressed specific business requirements that off-the-shelf integrations couldn't support.

  1. Advanced Financial Intelligence: Complete transformation of accounting data into actionable sales intelligence with custom deal and line item creation.
  2. Bidirectional Service Management: Full ticket lifecycle management within HubSpot, enabling comprehensive customer service workflow integration.
  3. Unified Customer Timeline: Complete integration of all customer touchpoints across accounting, support, and sales activities in single HubSpot records.

This custom development approach demonstrates how businesses can overcome standard integration limitations through strategic technical architecture, enabling advanced functionality that drives operational excellence and superior customer experiences.

Screenshot 2025-09-03 at 23.07.44

 

Main Results

Elixir now operates with a fully integrated business ecosystem where accounting, support, and sales data flow seamlessly through HubSpot. Our custom integrations provide advanced reporting capabilities and unified customer management that standard integrations simply cannot deliver.

 

Screenshot 2025-09-03 at 23.07.16

The Impact

What Success Looks Like

Take the next step

Ready to unify your commercial operations?

Book a free consultation with our integration specialists to discover how custom HubSpot integrations can overcome standard platform limitations and unlock advanced business capabilities.
SUCCESS STORIES

Read more customer reports:

cases images-Apr-10-2024-09-45-00-7970-AM
Salesforce integration

Coordinating marketing and sales with the native HubSpot Salesforce integration while streamlining processes

Optimization of global processes at Knauf thanks to HubSpot/Salesforce integration for coordination between sales teams, improvement of lead management and operational efficiency.

Learn more
Pictures of cases 2
Salesforce integration

Salesforce Rip-out & HubSpot integration with Salesforce for the back office

ION migrated core marketing and sales operations to HubSpot while retaining Salesforce for back-office use, resulting in streamlined processes and improved team collaboration.

Learn more
cases images-Mar-26-2024-10-27-32-3472-AM
Merkato integration
MS AX integration

Migration from 3 Hubspot portals to 1 with integration into Microsoft AX

In close cooperation with HYTORC Netherlands, we consolidated 3 separate sales portals into one HubSpot portal. By seamlessly integrating AX Microsoft ERP, we strengthened HYTORC's sales team and overcame data silos.

Learn more