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What We Deliver
Enterprise Platforms • Odoo​

Data Synchronization & Marketing Automation

Improving data consistency and marketing efficiency

What We Deliver
Enterprise Platforms • Odoo​

Data Synchronization & Marketing Automation

Improving data consistency and marketing efficiency

Odoo

Apollo

HubSpot

DigitalOcean

Overview

A Connected Platform For Sales And Marketing

BHSoft developed an internal platform to automate data synchronization and workflow management between Apollo, HubSpot, and Odoo ERP. The solution creates a connected operational ecosystem where sales, marketing, and customer data remain synchronized across platforms while reducing manual effort and improving process efficiency. HubSpot acts as the central integration bridge, enabling seamless data flow between Apollo and Odoo.

The platform was further enhanced with marketing automation capabilities, allowing lead nurturing, follow-up actions, email campaigns, and data management workflows to operate automatically based on business events and user activities.

A Connected Platform For Sales And Marketing

BHSoft developed an internal platform to automate data synchronization and workflow management between Apollo, HubSpot, and Odoo ERP. The solution creates a connected operational ecosystem where sales, marketing, and customer data remain synchronized across platforms while reducing manual effort and improving process efficiency. HubSpot acts as the central integration bridge, enabling seamless data flow between Apollo and Odoo.

The platform was further enhanced with marketing automation capabilities, allowing lead nurturing, follow-up actions, email campaigns, and data management workflows to operate automatically based on business events and user activities.

The Challenge

Synchronizing data  Across Disconnected Platforms

Managing contacts, companies, leads, and marketing activities across Apollo, HubSpot, and Odoo created several operational and technical challenges. Each platform used different data structures and workflows, making synchronization, consistency, and automation difficult to maintain.

Key challenges included:

  • Maintaining consistent data across multiple platforms
  • Managing complex data mapping and synchronization logic
  • Handling duplicate records and conflicting updates
  • Automating marketing and sales workflows without manual intervention

Synchronizing Data  Across Disconnected Platforms

Managing contacts, companies, leads, and marketing activities across Apollo, HubSpot, and Odoo created several operational and technical challenges. Each platform used different data structures and workflows, making synchronization, consistency, and automation difficult to maintain.

Key challenges included:

  • Maintaining consistent data across multiple platforms
  • Managing complex data mapping and synchronization logic
  • Handling duplicate records and conflicting updates
  • Automating marketing and sales workflows without manual intervention

The Solution​

The Solution​

Odoo Customization • API Integration

Two‑way synchronization between Apollo, HubSpot, and Odoo ERP

Centralized management of contacts, companies, mailing lists, and marketing activities in Odoo

Event-driven lead nurturing and follow-up automation

Automated marketing campaigns with time‑zone‑based email scheduling

Odoo Customization •  API Integration

Two‑way synchronization between Apollo, HubSpot, and Odoo ERP

Centralized management of contacts, companies, mailing lists, and marketing activities in Odoo

Event-driven lead nurturing and follow-up automation

Automated marketing campaigns with time‑zone‑based email scheduling

Highlights

Highlights

Business Value Delivered​

Better visibility into customer and sales data

Reduced manual data entry and operational effort

Automated lead nurturing and follow-up workflows

Improved marketing campaign execution and delivery optimization

Business Value Delivered​

Better visibility into customer and sales data​

Reduced manual data entry and operational effort

Automated lead nurturing and follow-up workflows

Improved marketing campaign execution and delivery optimization

More Work From BHSoft

 
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More Work From BHSoft

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Whether you are modernizing operations, building digital capability, or engineering a complex software platform-BHSoft is ready to be your long-term technology partner.