HubSpot is a leading CRM for small-to-medium-sized businesses (SMBs), especially those with a focus on marketing automation. Here at RPM, we began using HubSpot in 2024 to streamline our marketing and sales operations (more on this here). Through our customer success reviews, we've noticed a growing number of our subscribers are also using or migrating to HubSpot.
One of those RPM subscribers is OneConnect. OneConnect was founded in 2001 with a mission to help companies navigate critical technology decisions and support them by finding the right solutions to meet their business goals. OneConnect has successfully managed thousands of Supplier implementations and supports clients globally in all industries.
OneConnect procured HubSpot to track every stage of the sales motion in greater detail. Our goal is to have granular data of every sales cycle in order to be able to make informed decisions for the future. We also wanted to have a customer database that provided more details on our customers and all communications with them. HubSpot provides visibility into every single customer interaction automatically.
Malcom Smack – Vice President of Operations
OneConnect has used RPM to manage its opportunities, orders, and commissions since 2012. To improve data flow and operational efficiency, OneConnect partnered with us to build a custom integration between HubSpot and RPM.
Before any integration can happen, you must first assess the state of your data. This is a critical step for RPM, OneConnect, and anyone else embarking on an integration project. You need to identify where your data lives and how it will be related across systems.
Because commissions are managed in RPM, customer data in RPM served as the source of truth. This data was matched and related to company data in HubSpot. We handled the matching by name, and any inconsistencies were resolved manually.
For OneConnect, contact data in HubSpot was the source of truth. We created a one-time push from HubSpot to RPM, generating new contact forms and relating the new RPM form IDs back to HubSpot. We used an RPM contact process to ensure each contact could be referenced with the correct customer and opportunity.
Once the data was created and related in both systems, we used webhooks to keep it in sync, ensuring that any edits made in one system are automatically reflected in the other.
At OneConnect, sales operations are managed in HubSpot. When a deal is marked “Closed Won”, key deal properties are automatically sent to an RPM opportunity process. The opportunity process is used to gather information, such as customer contact information and other relevant data the sales rep gathers during the cycle, which then flows directly to the order. The OneConnect team then tracks the order's installation progress to determine when commissions will start and ultimately reconcile revenue.
To make it easier to navigate between the two systems, we created URL links to related records in HubSpot and RPM forms, allowing users to jump between the two platforms with a single click.
This integration has created a powerful, unified system. OneConnect's sales team manages its operations in HubSpot, and once a deal is won, the data flows seamlessly to RPM. The commissions team then reviews the opportunity, creates an order, and manages all commission-related operations.
By connecting HubSpot and RPM, OneConnect now has a complete, end-to-end view of the entire customer cycle from the first interaction to the final commission payment.
Having HubSpot and RPM synced gives complete visibility into all aspects of the cycle, from initial customer interaction to commission received. This project filled all the gaps we had previously and increased efficiencies. Do not get coerced into paying for HubSpot 3rd party partners; there’s no way we would’ve been able to roll out HubSpot without the RPM team. Their knowledge of both platforms made the transition easy and seamless. Having a team that knows both systems intimately is invaluable. The RPM team went above and beyond with their communication and responsiveness. I truly can’t recommend them enough.
Malcom Smack – Vice President of Operations
If you are using or considering HubSpot and you're also using RPM, we can help you integrate the systems. Whether it’s syncing Contacts, Companies, or streamlining Deals to Orders in RPM so you can reconcile commissions with confidence, our team can help you build an end-to-end system tailored to your operations.
Fill out this integration interest form , and we’ll get back to you.