The Healthcare Technology Company
The Reality
Two CRMs fighting each other
⚠️ What Was Actually Happening
They had HubSpot. They had Salesforce. They had 314 field mappings syncing between them.
They had 873 sync errors in the integration health panel.
The CEO lost his dashboards. Marketing couldn't answer "Was this conference successful?"
Sales worked entirely in Salesforce/Gong and had no intention of touching HubSpot.
HubSpot became expensive middleware that just passed form fills along.
The two-person RevOps team was drowning.
Even if sales walks away from HubSpot, I still have to do marketing.— Marketing lead on the reality of their situation
📋 The Symptoms
- 314 field mappings between systems
- 873 sync errors in integration health
- 29 bidirectional syncs creating constant conflicts
- API rate limits exceeded before noon
- CEO lost visibility into marketing attribution
- 50%+ duplicate account creation rate
📍 Where They Are Now
✓ What's Different
- → Project paused, restarting soon
- → Radical simplification planned: Salesforce becomes single source of truth
- → HubSpot becomes read-only mirror
- → 314 field mappings dropping to ~15
- → Bidirectional sync going to zero
- → Conflicts become impossible because data only flows one direction
~ What's Still Messy
- → Three-year HubSpot contract they can't exit
- → Previous agency built workflows nobody uses
- → Executive team in Tel Aviv, customers in the US
The Pattern
Adding systems doesn't add clarity. Every integration is a potential source of chaos. Sometimes the answer is less, not more.
Quick Facts
- Industry
- FinTech for Patient Financial Assistance
- Team Size
- ~100 employees
- Status
- Paused
- Patterns Identified
- 3
Universal Patterns
This story reveals patterns seen across industries:
More Transformation Stories
Every organization is in the middle of this.
This story is anonymized. The organization is real. The challenges are universal.