Practical project FLEXXI Care: Connect AWS data with HubSpot.

CRM and platform data in the same system context

FLEXXI Care GmbH operates in the field of recruiting SaaS. In the documented Systemlink project, AWS databases were connected to HubSpot. The scope also includes a common database, KPI trackers and internal tools.

This project overview describes the publicly documented scope and explains the connection between integration, database and evaluation.

Initial situation: the customer journey was not connected

In existing project materials, AWS data, marketing touchpoints, and sales information are described as separate areas. They were not connected as a common customer journey. This is the starting point for connecting the databases to HubSpot.

The documented solution includes a single source of truth along with KPI trackers and internal tools. This means that the data connection and its subsequent use are considered in the same project.

What the connection between database and CRM means

A platform and a CRM represent different parts of a company. The database can contain technical processes on the platform; Customer relationships and sales activities are processed in CRM. The FLEXXI project established the connection between these areas.

In general, such a connection needs clear assignments. The same customer must be able to be recognized in the systems involved. Which data is leading and how changes are transmitted must be determined for each case. For a new project, these questions are answered using the existing systems.

Shared data foundation and KPI tracker

The common database and the KPI trackers are expressly part of the documented scope. Their connection is essential: key figures should be based on defined initial data instead of being compiled independently from individual tables.

For similar projects, it must be clarified which period is being considered, how a status changes and what data is currently available. A clear definition helps with comparison. When planning a new tracker, this definition is therefore a separate step.

Internal tools as a supplement

In addition, internal tools were developed. The project was therefore not limited to a pure connection in the background. Data can also be made usable where employees work with them.

Which surface or function makes sense depends on the activity. A report supports different decisions than an editing view. This distinction helps to meaningfully define the scope of a new internal tool.

What this means for your company

If platform data, CRM and reporting diverge, it is worth first recording the sources and the required handovers. You can then decide whether an existing interface is sufficient or whether individual integration is required.

The FLEXXI project scope shows a combination of data integration, metrics and internal tools. It is not proof that every recruiting platform or SaaS company needs the same architecture. A sensible structure follows your data situation and the everyday work of your team.

Related to this topic: Ops automation · CRM consulting · CEO Dashboard & Reporting