Seamless Integration of Navision with HubSpot for Optimal Sales and Marketing

Tausch, a leading company in its sector, worked locally with Navision for its internal calculation and quote module. This system was custom developed, fully tailored to Tausch's business processes. At the same time, HubSpot was used for sales and marketing activities, which was crucial for their customer relationships and lead generation.

Although both systems functioned well individually, there was a major challenge in the field of data integration. Sales and marketing teams didn't always work with the same up-to-date customer information, leading to inefficiencies and communication errors. Manually transferring data from Navision to HubSpot was time-consuming and error-prone, making it difficult to keep the data stream consistent and reliable.

BrandGang, as a HubSpot Platinum Partner and HubSpot Custom Integration Certified specialist, was brought in to develop a solution that would allow both systems to communicate seamlessly with each other.

The solution? A customized proxy that acts as a “gatekeeper” between Navision and HubSpot. This advanced link ensures that every quote or revision created in Navision is automatically sent to HubSpot within five minutes. The proxy finds the right customer in HubSpot and links the quote data to the correct profile. Does the customer not exist in HubSpot yet? Then the administrator will immediately receive a notification and the customer can be added with a few clicks, after which the data will still be linked correctly.

Thanks to this solution, Tausch now has a stable and reliable data flow between Navision and HubSpot. This means that sales and marketing teams always work with up-to-date customer information, which increases efficiency and prevents errors. The link is continuously monitored and fully complies with the AVG requirements, so Tausch does not have to worry about data security.

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