Equipment Rental
A regional equipment rental company
Running Texada and HubSpot, and connected with synkazo.
THE CHALLENGE
Where the two systems stopped talking
Customer, contact and opportunity information in Texada needed to be visible to teams working in HubSpot.
An early cron-based approach had no way to retry a failed sync or show anyone what had gone wrong, so a missed run could sit unnoticed for days.
Rental coordinators and sales reps were often unsure whether a given lead had ever actually become a paying renter.
THE APPROACH
How it was set up in synkazo
01
Connected Texada as a one-way source and mapped customers, contacts and opportunities into HubSpot companies, contacts and deals.
02
Added detailed logging and a manual retry option, so a failed sync surfaces immediately instead of silently dropping a record.
03
Matched records with customer numbers, email addresses and Texada identifiers before storing cross-system references for later runs.
04
Configured Texada as the source and HubSpot as the destination for the supported records.
THE OUTCOME
What changed
Sales and marketing teams can work with supported Texada customer and contact context inside HubSpot.
Texada opportunities appear as matched HubSpot deals with configured source and stage context.
Failed syncs get caught and retried instead of silently disappearing, so no lead or invoice update goes missing.
“
Before, someone had to remember to check if a lead ever turned into a renter. Now the deal just tells you.