Systems integration
Up-to-date opportunities in HubSpot and AWS Partner Central.
Cloudfianz connected HubSpot with AWS Partner Central so sales opportunities update automatically across both platforms.
Connected opportunities
Sales CRM
Partner CentralSales information updates in both directions.
- Cloudfianz's work
- Two-way integration
- Connected platforms
- HubSpot and AWS Partner Central
- Scope
- AWS opportunities and benefits
The challenge
Two platforms that needed to work together
Before the project, opportunity management relied on AWS Partner Central, AWS's partner portal. While it handled the commercial relationship with AWS, it did not cover comprehensive sales management in a dedicated CRM.
Digifianz began implementing HubSpot, and the need to connect both systems emerged. AWS-generated opportunities in Partner Central had to reach the sales team in HubSpot. Conversely, opportunities created by Escala24x7 needed to appear in AWS without another manual entry.
Without that connection, keeping both platforms aligned required team intervention and left room for incomplete or outdated information.
The solution
Two-way opportunity synchronization
Escala24x7's sales and operations teams can work with shared information without manually duplicating every opportunity.
How opportunities move
Partner Central- Created by sales
Opportunities created by sales in HubSpot are automatically sent to AWS Partner Central.
HubSpotAWS Partner Central - AWS-generated opportunities
AWS-generated opportunities arrive in HubSpot for sales management.
AWS Partner CentralHubSpot - Pipeline updates
Changes keep both platforms' pipelines updated without manually duplicating information.
HubSpotAWS Partner Central
HubSpot fields are mapped to the structure AWS Partner Central requires.
Cloudfianz built an integration using AWS APIs that connects HubSpot and AWS Partner Central opportunities in both directions. The solution also synchronizes the benefits AWS grants its partners.
Compatible data, automatic synchronization.
The main challenge was standardizing information. HubSpot properties were created to match AWS Partner Central's required fields, so each system receives data in the structure it needs.
Triggers were also designed inside HubSpot to start synchronization. This handled the workflow without adding external licenses or tools for that function.
The results
A shared view of the pipeline
Sales can track AWS opportunities from HubSpot. Client and project information flows between platforms, and both sales and operations teams use the integration in their daily work.
Less manual entry
Opportunities synchronize in both directions without someone having to duplicate them.
Unified sales information
Tracking can be done from HubSpot with data coming from AWS.
Less reliance on manual updates
There is less risk of an opportunity failing to appear in the other platform.
Better coordination
Sales and operations share current information to manage opportunities and respond to clients.
Next steps
An integration that keeps evolving
After two years of collaboration, work continues on extending benefits automation from HubSpot to an internal Escala24x7 system. This expansion is in development and deepens the connection between the CRM and the company's tools.
Does your team need to keep multiple systems aligned?
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