HubSpot - IntelliEvent Lightning Integration

Summary

The integration connects HubSpot CRM activity with customer, contact, project, and revenue information in IntelliEvent Lightning.

• HubSpot: CRM, customer relationships, sales pipeline and deal management

• IntelliEvent Lightning: clients, contacts, projects and project revenue calculated from associated jobs

Result:

• Reduced duplicate data entry

• More consistent customer and contact records

• Better alignment between Projects and Deals

• More accurate HubSpot Deal revenue

• Improved visibility between sales and operational teams

Key Business Problems Solved

1) Duplicate Data Entry and Inconsistent Records

Problem

Teams may maintain the same customer and contact information in both HubSpot and IntelliEvent, creating duplicate work and increasing the risk of inconsistent records.

Solution

HubSpot and IntelliEvent Lightning synchronize key CRM records, including contacts and client/company information, helping keep customer data aligned across both systems and reducing manual updates.

2) Limited Visibility Between Sales and Operations

Problem

Sales and operational teams can lose visibility when project information and CRM pipeline data are maintained separately.

Solution

IntelliEvent Projects and HubSpot Deals are synchronized bi-directionally, giving teams a more consistent view of project revenue across both platforms.

3) Manual Maintenance of Deal Revenue

Problem

Deal values in HubSpot can become outdated as the scope and revenue associated with an IntelliEvent project changes.

Solution

Revenue from jobs associated with an IntelliEvent project is automatically totaled and reflected in the corresponding HubSpot Deal, reducing manual updates and helping keep pipeline values current.

4) Manual Handoffs Between Sales and Operations

Problem

Closed deals are passed to operations with incomplete or inconsistent data.

Solution

IntelliEvent Projects and HubSpot Deals are synchronized bi-directionally. Records can be created or updated in either system, with changes reflected in both platforms, reducing manual handoffs and duplicate maintenance.

5) Fragmented Pipeline and Project Revenue Visibility

Problem

Pipeline information in HubSpot can become disconnected from the revenue associated with active projects in IntelliEvent.

Solution

The integration connects IntelliEvent Projects with HubSpot Deals and automatically updates Deal revenue using aggregated revenue from the jobs associated with the IntelliEvent Project. This gives sales and leadership a more accurate view of pipeline value without requiring duplicate updates.

Target Users and Value Delivered

Sales / Sales Operations

Value delivered

• HubSpot Deals stay aligned with IntelliEvent Projects

• Deal revenue updates automatically as associated project revenue changes

• Less manual CRM maintenance as customer and project information changes

Marketing / Marketing Operations

Value delivered

• More reliable customer and company data for segmentation and campaigns

• Improved CRM data quality across HubSpot and IntelliEvent

• More current Deal values available for reporting and campaign analysis.

Customer Success / Account Management

Value delivered

• Consistent customer and contact information across both platforms

• Better visibility into customer associated Deals/Projects

• Less time spent reconciling information between Sales and operational teams

Operations / Service Delivery

Value delivered

• IntelliEvent Projects remain connected to the corresponding HubSpot Deals

• Customer and contact information stays aligned between IntelliEvent and HubSpot.

• Better coordination with Sales without maintaining the same information in two systems

Leadership

Value delivered

• Stronger connection between HubSpot pipeline activity and IntelliEvent project revenue

• More accurate Deal values for pipeline and revenue reporting

• Better cross-functional visibility with less administrative overhead