StepUp Scaffolding
The Challenge
StepUp Scaffolding, a growing construction equipment provider based in Maspeth, NY, faced a common enterprise challenge: their HubSpot CRM was disconnected from critical business data in NetSuite. Their sales team working in HubSpot had no visibility into real-time financial data, inventory levels, or customer invoicing history.
The disconnected systems created several pain points:
- HubSpot users couldn’t access customer financial data or invoice history during sales conversations
- Sales teams manually searched NetSuite for inventory availability while building quotes in HubSpot
- Management struggled to get consolidated reports combining HubSpot’s sales pipeline with NetSuite’s financial data
- Duplicate data entry between HubSpot and NetSuite led to errors and inefficiencies
The HubSpot-Centered Solution
Pyxl designed a two-phase integration strategy that positioned HubSpot as the central hub for StepUp’s sales operations:
Phase 1: Building the Data Foundation
While the first phase focused on NetSuite to Power BI reporting, it laid crucial groundwork for the HubSpot integration by:
- Establishing clean data structures in NetSuite
- Creating standardized reporting metrics
- Setting up the technical infrastructure needed for Phase 2’s HubSpot integration
Phase 2: HubSpot Enterprise Integration Excellence
The second phase transformed HubSpot into a comprehensive sales command center through sophisticated NetSuite integration:
HubSpot Custom Objects: Pyxl leveraged HubSpot Enterprise’s custom object capabilities to create:
- Invoice Records: Complete invoice history visible directly in HubSpot
- Proposal/Estimate Records: Active quotes and estimates accessible during sales conversations
- Custom Properties: Tailored fields matching StepUp’s unique business requirements
Bidirectional Data Sync: The integration ensures HubSpot remains the single source of truth for sales teams:
- Companies and contacts created in HubSpot automatically sync to NetSuite
- Updates in either system reflect across both platforms within minutes
- Customer financial data flows from NetSuite into HubSpot for complete visibility
HubSpot Workflow Integration: The middleware solution triggers HubSpot workflows based on NetSuite events, enabling:
- Automated follow-ups when invoices are overdue
- Sales alerts for large estimate approvals
- Customer success notifications for order fulfillment
Technical Innovation in HubSpot
Pyxl’s HubSpot implementation showcased several advanced features:
HubSpot API Optimization: Custom middleware efficiently manages HubSpot’s API limits while maintaining real-time sync performance for thousands of records.
Association Management: Complex relationships between contacts, companies, invoices, and proposals are maintained automatically within HubSpot’s data model.
HubSpot Reporting Enhancement: Sales teams gained powerful new reporting capabilities combining:
- HubSpot’s native pipeline and activity data
- NetSuite invoice and payment history
- Custom calculated properties for comprehensive sales metrics
Results: HubSpot as the Sales Hub
The HubSpot-centered integration delivered transformative results:
- Sales Productivity: HubSpot users save 5+ hours weekly by accessing all customer data in one platform
- Deal Velocity: Sales cycles shortened by 30% with complete customer context available in HubSpot
- Data Quality: Automated sync eliminated duplicate entry, improving HubSpot data accuracy by 95%
- Revenue Intelligence: HubSpot dashboards now show real-time revenue metrics combining pipeline and actual sales data
Why Pyxl + HubSpot
- HubSpot Enterprise Expertise: Deep understanding of custom objects, workflows, and enterprise features
- Integration Excellence: Sophisticated middleware solutions that maximize HubSpot’s capabilities
- Sales-First Approach: Solutions designed around HubSpot users’ actual workflows
- Scalable Architecture: Built to grow with StepUp’s expanding HubSpot implementation
The Future of HubSpot at StepUp Scaffolding
The foundation Pyxl built opens exciting possibilities for StepUp’s continued HubSpot expansion:
- Marketing Hub integration for closed-loop reporting
- Service Hub implementation with NetSuite case sync
- Advanced HubSpot automation based on financial triggers
- AI-powered sales insights combining HubSpot and NetSuite data
By making HubSpot the command center for sales operations while maintaining seamless connections to NetSuite and Power BI, Pyxl helped StepUp Scaffolding achieve true digital transformation. Sales teams now work entirely within HubSpot while having access to comprehensive business data, driving efficiency and growth.
About Pyxl: As a certified HubSpot Solutions Partner with over 18 years of experience, Pyxl specializes in HubSpot implementations, custom integrations, and digital transformation. Our expertise in connecting HubSpot with enterprise systems like NetSuite and Power BI helps clients maximize their HubSpot investment and achieve measurable business outcomes.