← Heckner | weclapp and HubSpot two-way sync
CRM Projekt Sonstige

Heckner | weclapp and HubSpot two-way sync · WeClapp + HubSpot Sync

Wie Metawork ein weclapp-ERP und HubSpot-CRM automatisch synchron gehalten hat — inklusive Produkten aus gewonnenen Deals als auswählbare Werte. ~180 Stunden geliefert.

Dauer 6 Monate
Tasks 26

What was built

A two-way sync between weclapp, the ERP Heckner runs its commercial operations in, and HubSpot, where sales happens. The hard part was never the connection; it was the mapping between two systems that model companies, contacts and products differently, in a business that cannot afford a record to exist twice.

Area Description
Field mapping Full mapping and import configuration between the two data models, worked through in several rounds with the client
Company & contact sync weclapp companies and contacts kept in step with HubSpot in both directions, including the HubSpot-side updates that were previously lost
Product write-back Products on a won HubSpot deal written into weclapp as selectable dropdown values, closing the loop between the sale and fulfilment
Update logger Every change made by the integration recorded, so an unattended sync stays traceable after the fact
Deployment & handover Scenarios deployed to Heroku, then moved onto the client's own account with a written installation and deployment guide

Record history was a known limitation: weclapp does not expose a change log the way HubSpot does, so the sync compares against the HubSpot deal first and writes only what actually differs.

Tech stack

Technology Role
HubSpot CRM, deals, products
weclapp ERP, system of record for commercial data
Make.com The sync scenarios, hosted on Heroku

Project stats: 26 tasks, ~180h over 6 months.