Custom CRM (HubSpot) and ERP (Scoro) Integration for a Global Marketing Agency

The Client

A global marketing and production agency delivering large-scale activations for leading consumer brands. With a distributed team and complex deal workflows, they needed better visibility and control across core systems.

The Problem

The business used HubSpot as its CRM and Scoro as its ERP, but off-the-shelf connectors couldn’t meet the specific integration needs. Each stage of the deal lifecycle required custom logic to transfer and update fields. Without a reliable sync, teams faced duplicate data entry, inconsistent reporting, and growing operational friction.

The lack of integration between CRM and ERP platforms also made it harder for the business to manage project timelines, track financials, and generate insights across deals.

The Solution

Pentify Insights designed and delivered a custom CRM to ERP integration, built specifically for HubSpot and Scoro. This included:

• Mapping and documenting field-level logic across each stage of the sales and delivery lifecycle

• Building a secure two-way integration that automated workflows between HubSpot and Scoro

• Ensuring the data transfer met specific business rules, including conditional triggers and custom field updates

• Performing full-system testing to validate integrity, reduce data risk, and ensure real-time sync

• Supporting rollout with user training and continuous performance monitoring

This custom solution aligned systems with real business workflows and ensured that critical data was captured and actioned at every step.

The Outcomes

• A single source of truth across CRM and ERP systems

• Over 80 percent reduction in manual data entry and admin effort

• Streamlined quote-to-invoice processes with faster project handover

• Improved forecasting and deal tracking through real-time sync

• Reliable, structured data that supports deeper business insights and reporting

Contact us at www.pentifyinsights.com