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Ultra Consultants' Two-Way Salesforce to HubSpot Integration

Ultra Consultants

Industry

Consultancy

Challenge

The firm’s tech stack created unnecessary friction between sales and marketing. With Salesforce isolated from HubSpot, data was fragmented and reporting unreliable. Marketing couldn’t demonstrate campaign impact effectively, while sales lacked real-time visibility into lead engagement. A stronger RevOps foundation was needed to connect systems, unify strategies, and improve overall efficiency.

Services

RevOps, Integration

ultraconsultants.com
44%
reduction in manual work
25%
increase in forecast accuracy
ultra-business-transformation-1

About Ultra Consultants

Ultra Consultants is a leading ERP consulting firm specializing in manufacturing and distribution. With decades of industry expertise and a proven methodology, they assist businesses in maximizing their operational potential by offering objective ERP software recommendations tailored to their unique requirements.

 

Challenge

Ultra Consultants relied heavily on Salesforce for sales operations but lacked seamless integration with HubSpot for marketing. This created silos that limited visibility across departments. Campaign reporting was inconsistent, and teams struggled to align around a unified revenue strategy. Without a connected system, leadership couldn’t fully measure performance or make data-driven decisions.

Solutions

Peddle delivered a comprehensive solution to meet Ultra Consultants’ objectives. Salesforce was integrated with HubSpot through a two-way data sync, ensuring data integrity and visibility across both platforms. HubSpot Sales Hub was implemented and connected with Aircall to streamline sales communications, capturing all calls and interactions directly in HubSpot. A RevOps strategy was developed to align marketing, sales, and service, supported by unified dashboards and KPI reporting. Finally, tailored training and documentation equipped the team to manage both platforms confidently and maximize adoption.

Impact

  • Seamless Data Synchronization: Two-way integration ensured continuous data flow and eliminated silos between Salesforce and HubSpot.
  • Sales Efficiency Gains: Sales Hub and Aircall integration streamlined communications, improving lead management and reducing manual work by 44%.
  • Unified Revenue Strategy: RevOps framework aligned departments and improved cross-functional collaboration, resulting in a 25% increase in forecast accuracy.

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