How a Telecomms Business Unified Data Across Marketing, Sales, and Revenue in Just 3 Months
Client Overview
Estech Systems, Inc. (ESI) is a U.S.-based provider of cloud and on-premises phone systems. Since 1987, the company has sold 400,000+ systems and deployed 3 million phones, helping businesses communicate with confidence.
Client: Estech Systems, Inc. (ESI)
Industry: Telecommunications
Solution Delivered: Custom Rev.io-to-HubSpot integration and technical consulting
HubSpot Products Used: Marketing Hub Professional, Sales Hub Enterprise, Operations Hub Starter
Key Outcomes
Automated Rev.io ↔ HubSpot Data Integration
A seamless connection now keeps customer and billing data accurate and up to date across systems.
Elimination of Manual Data Management
Previously manual workflows were removed, reducing errors and freeing teams from repetitive tasks.
Streamlined Reporting and Cross-Team Visibility
Unified data gives every team clearer insight into performance and shared metrics.
Improved Operational Efficiency and Alignment
Better communication, faster processes, and coordinated workflows strengthened team execution.
The Challenge
Estech Systems used HubSpot for sales and marketing, but billing and revenue data lived in Rev.io. Without an integration, the team had to manually export and import data between systems. This was a slow, error-prone process that delayed outreach and disrupted operations.
Disconnected Systems and Manual Processes
HubSpot and Rev.io operated in silos, preventing sales and marketing teams from leveraging revenue data for customer communications. The lack of automation forced the team to depend on manual data handling, which was inefficient and limited real-time visibility.
Complex Object Relationships in Rev.io
Because Rev.io’s data structure relied heavily on object associations, a standard integration could not capture or sync key relationships. Estech needed a custom solution to ensure accuracy and integrity across all customer records.
High Resource Dependency
The manual sync process required significant staff time and technical oversight, diverting resources away from strategic initiatives and delaying campaign execution.
Key Deliverables
Custom Integration
Automated a one-way data sync from Rev.io to HubSpot to centralize information and remove manual updates.
Serverless Function
Connected Rev.io Customers to HubSpot Companies through a lightweight serverless process built for scale.
Data Mapping
Mapped more than sixty five HubSpot properties to ensure accurate, reliable data transfer across systems.
Testing
Created a full sandbox environment and led complete UAT to validate performance before going live.
Deployment
Managed the rollout end to end and monitored platform behavior to confirm stable post launch performance.
The Solution
Mole Street partnered with Estech Systems to design and deploy a custom one-way integration from Rev.io to HubSpot, creating a seamless flow of billing and customer data into HubSpot’s CRM. The engagement combined precise technical architecture, rigorous data mapping, and agile project management to deliver results in just three months.
Discovery and Planning
The project began with a full data and system assessment. Mole Street worked with key stakeholders to map object relationships between Rev.io and HubSpot and build a detailed integration roadmap with defined milestones and dependencies.
Custom Integration Development
A custom serverless function was built in HubSpot to associate Rev.io Customers with HubSpot Companies. The integration was engineered for continuous one-way sync, ensuring reliable data flow through a scalable, low-maintenance architecture.
Data Mapping and Property Creation
Data integrity was prioritized through careful mapping and setup. Standard HubSpot properties were aligned, and 35 custom fields were created to support Rev.io-specific data. Sync accuracy was validated throughout development.
Testing and Validation
User acceptance testing took place in a dedicated sandbox environment. Mole Street ran multiple UAT cycles with client teams, refining logic and performance based on real use cases to ensure reliability prior to launch.
Launch and Monitoring
The integration launched smoothly, with real-time monitoring in place to confirm data flow and stability. Mole Street delivered full documentation and training so the Rev.io team could confidently manage the system moving forward.
Before and After Mole Street
Data Sync
Before
Manual exports and imports
After
Automated Rev.io to HubSpot sync
Impact
Continuous real time data flow
Data Accuracy
Before
Inconsistent and delayed
After
Fully mapped and validated
Impact
Improved reliability and insight
Team Efficiency
Before
High manual workload
After
Automated processes
Impact
Hours saved weekly
Visibility
Before
Limited across revenue data
After
Unified CRM view
Impact
Enhanced strategic alignment
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