Simpler Data Management Thanks to a Custom Daktela and HubSpot Integration

At the beginning, we clarified the client's needs with them and decided whether two-way synchronization was required or if a one-way data transfer from Daktela to HubSpot would suffice. After evaluating the complexity, costs, and future maintenance, we mutually decided on a one-way integration.

At the same time, we discussed whether the Daktela team could handle the implementation directly, but the client ultimately opted for our solution due to our extensive experience with HubSpot. 

Together with the client, we reviewed all the data points to be transferred to HubSpot and defined their format in the target system. We identified which standard HubSpot properties could be used and where custom properties needed to be created. The result was a clear mapping table that served as a definitive foundation for development and data accuracy verification. 

Based on the approved data map, we developed the integration logic and set up secure communication between Daktela and HubSpot. The solution also included logging and basic error reporting for easier monitoring.

Once a functional version was ready, we created a demo with sample data and presented to the client step-by-step how records are created or updated in HubSpot. The client provided feedback, which we used to fine-tune the details. 

After finalizing the integration, we prepared technical documentation, including a description of the process, integration logic, and recommendations for long-term management. We handed the solution over to the client's IT team, who deployed it to the production environment with our support.

After verifying its stability and functionality, we opened a discussion with the client about further collaboration opportunities, which they can now pursue, partly thanks to the new integration.