Multi-CRM Synchronization
Many large organizations use HubSpot for marketing but keep Salesforce or Dynamics for sales. Keeping these two systems in sync is a major engineering challenge.
The Challenges of Bidirectional Sync
- Race Conditions: What happens if a record is updated in both systems at the exact same millisecond?
- Data Mapping: Mapping custom objects and complex relationships across different schemas.
- Rate Limits: Managing high-volume updates without hitting API caps.
Our Approach
We build custom middleware using serverless functions (AWS Lambda or HubSpot Serverless) to handle the heavy lifting. This allows for:
- Custom Conflict Resolution: Logic-based rules for which system wins in a conflict.
- Batch Processing: Grouping updates to stay within API limits.
- Error Logging: Detailed logs of every sync attempt for full transparency.
Don't settle for "good enough" sync. Engineer a source of truth.