Client: Manufacturing Company

Services: API Integration, CRM-ERP Sync, Data Architecture, Automation 

Duration: 10 weeks

Challenge

The ERP stored invoices, payments, inventory, and order history - but none of this synchronized with HubSpot. Sales, finance, and operations operated in silos, causing delays, errors, and poor decision-making.

Solution

PENSEE executed a bidirectional integration leveraging API middleware:

• Unified data architecture with standardized IDs
• Automated syncing of invoices, payments, and inventory
• Custom API layer for data transformation and governance
• Financial dashboards directly inside HubSpot

Impact

• Real-time financial data inside HubSpot
• Seamless alignment between sales and finance
• Reduced manual entry and error rates
• Faster deal cycles with accurate information