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← Centric Software
CRMAutomation Project Enterprise Software

Two-way HubSpot and Salesforce sync for Centric Software

Customer and company details stay updated across Salesforce and the two HubSpot accounts. Sales teams can follow enquiries and read notes without copying records between systems.

Duration 13 months
Tasks 162
Meetings 60

This project connects the customer records used by Centric Software, Contentserv and ShoppingFeed. Changes carry across Salesforce and HubSpot automatically. Teams can follow customer activity without copying it between systems.

What was built

  • Contact and company changes carry across Salesforce and HubSpot.
  • Salesperson details stay with the matching customer records.
  • HubSpot notes appear alongside customer information in Salesforce.
  • Campaign details are preserved for marketing reports.
  • Existing Contentserv contacts and companies were brought into Salesforce.
  • Checks flag duplicates and conflicting customer details for review.

Recently touched

  • 2026-04-17 HubSpot / Contentserv Early Renewal Done
  • 2026-03-27 WG: HubSpot / Contentserv Early Renewal Done
  • 2026-02-28 Content Serv to Salesforce - Updating ids + enable sync Done
  • 2026-02-24 Enable sync for Contentserv customers Done
  • 2026-02-24 Update Salesforce IDs from sheet Done

Other projects in this case study

  • HubSpot Salesforce Planning

    This project agreed how customer details, enquiries and sales stages should carry across HubSpot and Salesforce. It gave the sales and marketing teams a clear plan before the connections were built.

    Read case study

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