SpotDev integrates OGL Prof.IT Plus ERP with HubSpot creating sales-ready CRM for Springfield Papers

The Challenge

Springfield Papers sought a sales-centric CRM that gave account managers and sales reps a reliable, complete source of customer records plus the associated transactional history.

Their existing ERP, OGL Prof.IT Plus, is a locally hosted, SQL-based system that lacked API support, so the team needed a HubSpot-facing solution to make ERP data usable for sales. 

The Solution

The solution implemented began with the upgrade of Springfield Papers’ free HubSpot account to Sales Hub Professional and the implementation of a mono-directional OGL to HubSpot integration.

Because OGL lacked a suitable API, SpotDev used SQL extracts, formatted CSVs, middleware (Pipedream/Skyvia) and HubSpot's import/batch API, to automate data syncs on a ~15-minute cadence so HubSpot receives timely updates rather than stale batch exports.

Springfield Papers didn’t want their CRM to be just a contact list, but a rich data source integrated with their ERP.

SpotDev created HubSpot custom fields and object mappings so ERP entities map cleanly into HubSpot (i.e. Profit Plus customers became HubSpot companies/contacts, ‘quotes’ became ‘deals’ in HubSpot, and custom properties were created to capture complex pricing matrices and customer-specific prices).

The integration included a robust data-mapping document to reconcile differing naming conventions and prevent data loss. Data mapping is essential in any data migration or integration because different systems use different labels and naming conventions for the same data.

After go-live, SpotDev ran a time-boxed solution design and an integration enhancements build to add teleorder data, orders & sales tables and historic spend tables, enabling account managers to see buying behaviour, outstanding orders and customers calling off pre-paid orders.

The delivery included quality assurance (QA), full integration documentation, CSV schemas (rules for a CSV file used in an integration or migration), process workflows (a set of workflows that together make the OGL to HubSpot integration work) and training for the Springfield team so they could maintain HubSpot and the integration. 

The Results

The mono-directional OGL → HubSpot integration running on a ~15-minute cadence gave Springfield's account managers timely updates instead of stale batch exports. This delivers timely updates of customers, products, quotes, pricing, and - after the enhancement - orders/teleorders and spend, supporting automation, accurate quoting and full transactional visibility for sales and account teams.

As a consolidated source of truth, the company's HubSpot CRM also lets account managers understand customers from inside the CRM by surfacing transactional data, not just basic contact fields. And, if required, quote PDFs/attachments can be preserved by including them in the exports or having middleware upload them to HubSpot.