Bringing the full power of agreement automation through integrations with HubSpot and Workato

Quote-to-cash platform

About the project

RevOps is a quote-to-cash platform for Software Businesses, which helps Sales close deals faster with automation in the buying process. Integrating with Salesforce and Hubspot, the platform helps streamline the sales team's workflow allowing users to efficiently manage customer agreements, billing, and quoting. More about RevOps here.

Client requirements

Native HubSpot integration and data sync
- Contacts
- Companies
- Deals
- Line-items
- SKUs.
Integrate iPaaS solution to provide users with various integrations within the platform e.g. Slack, Hubspot, Airtable, etc.
Services should be configurable for each tenant separately.

System requirements

Quality

All integrations should be tested, which requires ~80% unit tests coverage and UI coverage with Cypress tests.

Integrity

Existing integration with Salesforce should be preserved, however, new integration should reuse as much functionality as possible by creating shared adapters and data structures.

Data consistency

With HubSpot and Salesforce integrations, all data should be consistent not only inside of the app but with external systems as well.

Services

Software Engineering

Quality Assurance

Technologies

Frontend: React / Redux
Backend: Python / Flask, Kafka, ElasticSearch, Go
Cloud: GCP, Kubernetes

Product Team

4 engineers

1 solution architect

Women add customer integration on the quote-to-cash platform

Workato integration: results

Authentication

User data is synced between the platform and Workato.

Settings page

Each tenant is able to create custom recipes within RevOps in the most seamless way by using the Workato iframe. Workato routing is incorporated with RevOps routing.

Feature flags

The feature is available for testing and can be turned on and off for specific tenant.

Custom connector creation

Actions

Define how our system should react when something happens in a 3rd party system.

Triggers

Triggers creating allows defining how Workato should react when something happens within the RevOps platform.

Adjusting endpoints

In order to allow other applications to use the RevOps platform, existing endpoints are adjusted so that they can be used in the connector.

Hubspot integration: results

Settings

In order to match data correctly, each tenant is able to set correct mappings between data / multi-currency settings or sync behavior.

Data sync

Data for syncing deals/contacts/companies/line items and SKUs is consistent and synced in both ways between platforms.

Notifications

Each user is able to receive notifications when data is synced and reports in case of incidents or failures.

Tiered pricing

Advanced features from the RevOps platform like tiered pricing do not exist in HubSpot, therefore there custom recalculation logic was implemented.

Authentication

Other integrations alignment

User's data is aligned between RevOps and HubSpot platforms. The user is able to login into HubSpot from RevOps and vice versa.

The presence of other integrations like Salesforce required a seamless connection with the existing system, e.g. creation of shared deal search functionality that will work with both platforms.

As a small startup with few internal engineering resources, Radency was a great development partner that seamlessly worked alongside the rest of the team and helped us deploy new product features quickly.