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LISEC's HubSpot Integration Recovery: From Data Chaos to System Harmony

  • Industry: Manufacturing
  • Company Size: Large company (1001-5000 employees)
  • Services: Technical Assessment, HubSpot integrations, Solution architecture, Data governance
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Summary

LISEC overcame critical integration failures and gained reliable data synchronization with their Microsoft Dynamics system through expert HubSpot integration recovery. Now equipped with clean data flows, proper field mapping, and robust testing protocols, LISEC can operate with confidence in their integrated business systems.

Eliminate Data Duplication and Corruption
Establish Reliable System Integration
Implement Data Quality Standards

The challenge

Ambitious Growth Plans, System Integration Failures

LISEC had invested significantly in connecting their Microsoft Dynamics ERP with HubSpot to create a unified business ecosystem. However, their initial integration partner delivered a solution plagued with serious technical flaws.

Data Duplication Across Systems

The faulty integration was creating duplicate records in their CRM, fragmenting customer information and making it impossible for sales teams to maintain accurate customer relationships.

Critical Data Corruption Issues

Important business data was being incorrectly overwritten during synchronization processes, compromising the integrity of both their ERP and CRM systems and creating operational risks.

Unreliable System Performance

The unstable integration created unpredictable data flows, leaving teams unable to trust the information in either system and hampering daily business operations.

A Complete Integration Foundation, Not Just Fixes

LISEC needed more than just patches to existing problems, they required a comprehensive integration architecture that would:

  • Establish secure, reliable data synchronization between systems
  • Implement proper data governance and quality controls
  • Create testing environments to prevent future integration issues
  • Ensure only qualified leads flow between systems appropriately

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How We Made It Happen

Complete Integration Recovery with Microsoft Dynamics

1. Comprehensive System Analysis

We conducted thorough stakeholder interviews across sales, marketing, and IT teams, mapped existing processes to identify critical workflows, and developed a custom recovery roadmap aligned with LISEC's business requirements.

 

2. Parallel Environment Setup

We established an exact copy of their production environment as a dedicated testing system.

This approach allowed us to test all scenarios and changes without risking their live business operations, ensuring complete validation before deployment.

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3. Strategic Data Mapping Implementation

We carefully analyzed both platforms' field structures and naming conventions, collaborated with end-users to understand which fields required protection from overwrites, and implemented the HubSpot mashup in Dynamics to display timeline events without creating unnecessary properties.

4. Comprehensive Data Quality Program

We implemented rigorous data cleaning processes to identify and resolve invalid, missing, and low-quality information, established ongoing data governance protocols, and optimized property configurations to improve system performance and user experience.

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Main Results

LISEC now operates with a completely reliable integration between Microsoft Dynamics and HubSpot, featuring clean data synchronization, proper field mapping, and robust quality controls that prevent the technical issues that previously undermined their business operations.

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The Impact

What Success Looks Like

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