This customer use case features our recent Bedrock Data product update to use ConnectWise's REST API, now featured in the ConnectWise marketplace as a certified partner for both Salesforce and any CRM or marketing automation
The use case below shows how Bedrock Data can enable a lead flow as below:
- Marketing manages leads from multiple lead sources within HubSpot
- Once qualified, the lead is passed to sales team using ConnectWise.
Let’s show how it works:
Step 1: New lead begins in HubSpot
Step 2: One qualfied, the lead syncs to ConnectWise and is assigned to sales rep there.
Step 3: The lead record is kept in sync with HubSpot, for a closed loop picture of the lead and the resulting outcomes (opportunity conversion, $) for HubSpot analytics
And if you are not yet a Bedrock Data customer and interested in integrating your SaaS systems, let us know and we can help.