Fintech SaaS

A fintech SaaS completes its HubSpot migration from Salesforce without losing its business logic

We rebuilt the company’s sales logic in HubSpot with around 12 microservices: from daily ARR calculation to renewals, Ironclad contracts and trial provisioning in the product.

I want to leave Salesforce Custom development
~12
custom microservices connected to HubSpot
1,615
Ironclad contract workflows loaded into HubSpot
Daily
automatic calculation of ARR and account type
Industry
Fintech SaaS
Company type
B2B software with a subscription model
Systems
Salesforce (source), HubSpot, Ironclad, data warehouse and product back office
In HubSpot
Companies, deals, renewals and contracts
Duration
In phases

The challenge

Much more than moving data from one CRM to another

The company wanted to leave Salesforce for HubSpot, but its sales operation went far beyond contacts and opportunities. It had its own numbering rules, recurring revenue metrics, chained renewals and an Ironclad integration to manage contracts.

On top of that, the data team needed stage history for its data warehouse, and every new free trial had to be provisioned in the product’s back office.

Migrating only the records would have left all of that behind.

The solution

HubSpot at the core, with microservices around it

  1. Migration from Salesforce

    We moved the sales data from Salesforce to HubSpot and transferred its business rules to services connected to the HubSpot API.

  2. Numbering, account type and ARR

    One service assigns sequential numbering and another recalculates each customer’s account type and ARR every day.

  3. Automatically chained renewals

    Renewals are generated automatically and chained to the previous one, without relying on anyone to remember.

  4. Stage history for the data warehouse

    Every stage change is logged and sent to the data warehouse for the data team’s analysis.

  5. Contracts in Ironclad

    We connected the Ironclad CLM to HubSpot and ran a backfill of 1,615 contract workflows.

  6. Automatic trial provisioning

    Free trials created in HubSpot are provisioned automatically in the product’s back office.

The results

A simpler CRM with the same power

Business logic preserved

Around 12 microservices cover the company’s own business rules in HubSpot.

Reliable metrics every day

ARR, account type and stage history, kept up to date and available to the data warehouse.

Contracts with their full history

1,615 Ironclad workflows loaded into HubSpot, and new renewals that create themselves.

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