Case Study: Calvin Company keeps PandaDoc contracts linked while deduping HubSpot with Insycle

Calvin Company - Customer Case Study

Calvin Company, a marketing technology firm, faced a significant challenge with duplicate company records in their HubSpot CRM, which hindered their account-based marketing and sales efforts. The situation was critically complicated by their PandaDoc integration; merging duplicates using HubSpot's native tools would break the vital link between company records and their associated contracts in PandaDoc, and there was no bulk method to re-establish these connections.

Using Insycle, the company implemented a multi-step solution. They first identified all PandaDoc contract associations and then used Insycle’s Merge Duplicates module to preview duplicates and tag the synced records as master records before merging. This ensured the correct company record was preserved, keeping all contract links intact. The result was a clean, reliable CRM with no broken integrations, which improved operational efficiency for marketing, sales, and support teams by providing a single source of truth for all company data and its associated contracts.