Bedrock Data
6 Case Studies
A Bedrock Data Case Study
MRI ProLease Direct needed a way to connect HubSpot with NetSuite so sales and marketing teams could work from the same customer data. The company wanted a bidirectional setup that would sync leads and contacts between the two systems and keep records aligned for marketing automation and sales follow-up.
Bedrock Data provided the integration, using workflows to control which records synced and which fields stayed current in both directions. The setup let MRI ProLease Direct update lead source, status, and sales rep owner data between HubSpot and NetSuite, while filtering out HubSpot subscribers and records without email addresses. The company said Bedrock Data helped it get much more value from HubSpot by creating a seamless integration with NetSuite.
Amber Newman
VP of Marketing