How Docyt Unified HubSpot & Salesforce for RevOps

Challenge & Solution

From Challenges to Measurable Gains

Docyt’s revenue operations were constrained by disconnected CRM systems, inconsistent records, and manual cleanup—creating delays, reducing trust in data, and limiting scalability across sales and support teams.

The Challenges

Data Inconsistencies Across Platforms

Mismatched records between HubSpot and Salesforce delayed renewals and case closures.

Manual Data Management & Deduplication

Labour-intensive cleanup processes slowed productivity and introduced errors.

Fragmented Lead-to-Cash Visibility

Sales and marketing operated with incomplete views of the customer lifecycle.

Limited Automation & Auditability

Lack of triggers and history tracking reduced trust in CRM data.

The Solutions

Seamless CRM Integration

Established a bi-directional sync between HubSpot and Salesforce ensuring accurate, unified records across both systems.

Automated Deduplication Framework

Built logic-based rules to automatically clean and reconcile leads, contacts, and opportunities.

Lead-to-Cash Migration Enablement

Shifted core revenue workflows into Salesforce to create end-to-end visibility and ownership.

Custom Salesforce Object Development

Created a dedicated object to track overlapping fields, changes, and history—ensuring audit-ready data integrity

The Challenges

The Solutions

Data Inconsistencies Across Platforms

Mismatched records between HubSpot and Salesforce delayed renewals and case closures.

Seamless CRM Integration

Established a bi-directional sync between HubSpot and Salesforce ensuring accurate, unified records across both systems.

Manual Data Management & Deduplication

Labour-intensive cleanup processes slowed productivity and introduced errors.

Automated Deduplication Framework

Built logic-based rules to automatically clean and reconcile leads, contacts, and opportunities.

Fragmented Lead-to-Cash Visibility

Sales and marketing operated with incomplete views of the customer lifecycle.

Lead-to-Cash Migration Enablement

Shifted core revenue workflows into Salesforce to create end-to-end visibility and ownership.

Limited Automation & Auditability

Lack of triggers and history tracking reduced trust in CRM data.

Custom Salesforce Object Development

Created a dedicated object to track overlapping fields, changes, and history—ensuring audit-ready data integrity

Where Growth Showed Up

A snapshot of performance improvements across priority initiatives.

Revenue Operations

Faster, more reliable lead-to-cash execution
Improved renewal readiness and opportunity tracking

Data Integrity & Trust

Clean, deduplicated CRM records
Consistent properties across systems

Operational Efficiency

Reduced manual intervention across sales and support workflows
Improved case handling and visibility

Conclusion

Docyt’s Salesforce–HubSpot integration highlights the importance of data integrity in scaling revenue operations. By unifying platforms, automating deduplication, and enabling full lead-to-cash visibility, Docyt transformed fragmented systems into a resilient, scalable CRM foundation—built for operational excellence and long-term growth.

Growth Shouldn’t Be Guesswork.

Let’s design what comes next—together.

Start Your Growth Journey

8425 NE 22nd Place, Clyde Hill, WA-98004 USA

sales@growthnatives.com

Legal Disclaimer: This case study is only for the intended recipients it has been shared with. Distribution or sharing without authorization is strictly prohibited.

From Challenges to Measurable Gains

The Challenges

Data Inconsistencies Across Platforms

Manual Data Management & Deduplication

Fragmented Lead-to-Cash Visibility

Limited Automation & Auditability

The Solutions

Seamless CRM Integration

Automated Deduplication Framework

Lead-to-Cash Migration Enablement

Custom Salesforce Object Development

The Challenges

The Solutions

Data Inconsistencies Across Platforms

Seamless CRM Integration

Manual Data Management & Deduplication

Automated Deduplication Framework

Fragmented Lead-to-Cash Visibility

Lead-to-Cash Migration Enablement

Limited Automation & Auditability

Custom Salesforce Object Development

Where Growth Showed Up

Revenue Operations

Data Integrity & Trust

Operational Efficiency

Driving Smarter Returns and Deeper Engagement

Conclusion

Growth Shouldn’t Be Guesswork.

Unifying CRM Systems to Streamline Lead-to-Cash Operations

How Docyt Eliminated Data Fragmentation and Built a Single Source of Truth Across HubSpot and Salesforce

Company Overview