Intellistack
159 Case Studies
A Intellistack Case Study
OBP Medical, a global developer of single-use, self-contained illuminating medical devices, needed better visibility between sales and marketing after implementing HubSpot. Their goal was to sync key data between HubSpot and their Zoho CRM so marketing could run more targeted campaigns and sales could see marketing interactions within Zoho.
They implemented Formstack Sync to create a no-code, bi-directional integration that keeps leads, contacts, accounts, and opportunities updated across both systems. The integration delivered clean, shared data for sales and marketing, improved email list curation and targeting, automated more HubSpot campaigns using Zoho data, and produced accurate lead lists that strengthened overall marketing and pipeline management.
Matthew Traub
CMO