3 days → minutes
“We finally trust the dashboards. Reporting that used to take three days at end-of-month now updates in minutes finance and growth use the same numbers.”
CRM Data Integration
One Customer. Everywhere It Needs to Be
Your CRM is the system of record for customer relationships but it shouldn't be a silo. We unify Salesforce and HubSpot data with the rest of your stack so marketing, sales, product, and finance all work from the same customer 360.
1Customer record across systems
−80%Manual data reconciliation
LiveTwo-way sync, not nightly batch
Stop reconciling. Start deciding.
If your marketing team and your sales team disagree on what counts as 'an MQL,' the problem isn't the people it's the data. We fix that by building a single customer 360 and giving every system the right view of every customer, in near real time.
- Single source of truth for customer data
- Custom objects, fields, and hierarchies mapped correctly
- Lead-to-revenue reporting that finance trusts
- Two-way sync where it makes sense, not where it's fashionable
What's Included
Customer 360, Done Right
Salesforce, HubSpot, and everything around them.
Salesforce Sync
Reliable, schema-aware sync from Salesforce into your warehouse without losing history or breaking custom objects.
- Standard and custom object mapping
- Field history tracking preserved
- Bulk and incremental loads
- Failure alerts with row-level detail
HubSpot Sync
Marketing, sales, and service data unified for attribution, lifecycle analysis, and reporting.
- Contacts, companies, deals, tickets
- Engagement events (emails, calls, meetings)
- Marketing campaign attribution
- Property mapping across portals
Customer 360 Model
A modelled customer record that joins CRM, product, billing, and support data owned by you, queryable by anyone.
- Identity stitching across systems
- Hierarchies: account, parent, child
- Activity timeline per customer
- Tests on identity and joins
Attribution Modelling
Multi-touch attribution that connects paid media, organic, lifecycle, and sales activity to closed revenue.
- First-touch, last-touch, and position-based
- Data-driven attribution where data allows
- Funnel analysis by channel and campaign
- Cost per qualified opportunity
How We Work
From Siloed CRM to Customer 360
Typically 4–6 weeks for the foundation.
01
CRM & Source Audit
We review your CRM schema, custom objects, and downstream consumers. Output: a mapping spec.
02
Pipeline Build
We build the syncs (Fivetran, Airbyte, or custom) and the customer 360 model in your warehouse.
03
Attribution & Reporting
We layer on multi-touch attribution and the dashboards your finance and marketing teams will use.
04
Hand-Off & Operate
We document the model, train your team, and either continue as a retainer or hand over fully.
Why GrowMos
More Than a Sync A Model
Tools get data in the warehouse. We give it meaning.
Customer 360 From Day One
You don't just get a Salesforce mirror in your warehouse you get a modelled customer record your whole team can trust.
Attribution Finance Trusts
Multi-touch models that connect paid spend to closed revenue, with the lineage to defend every number.
Two-Way Sync, Used Wisely
We don't push warehouse data back into your CRM by default. We do it where it actually helps sales and support and nowhere else.
Security & Compliance
PII handled per spec, audit trails on every sync, and access controls baked into every layer of the model.
Selected Outcomes
Numbers from real engagements
The metrics below come from named clients in B2B SaaS, e-commerce, and logistics. Names and figures published with their consent.
18 sources → 1 source
“They rebuilt our warehouse from scratch in 4 weeks. We went from 18 disconnected spreadsheets to one place we actually query and our finance close dropped from 10 days to 4.”
ROAS up 41%
“Our paid media decisions used to be guesses. Now we know exactly which campaigns are profitable and which to cut. ROAS up 41% in a single quarter.”
Sales–data parity, day 1
“Reverse ETL into HubSpot changed everything. Sales finally sees the same lifecycle stage as the data team no more 'whose numbers are right' arguments.”
Good to Know
Frequently Asked Questions
Which CRM do you integrate with most?
Salesforce and HubSpot cover most of our clients. We've also integrated Zoho, Pipedrive, and Microsoft Dynamics same engineering patterns, different schemas.
Can we just use Fivetran or Airbyte for this?
Yes and we use them as the first layer. The harder work is the customer 360 model on top: identity stitching, hierarchies, dedup, and the tests that keep it accurate. That's what we bring.
What about GDPR / data residency?
Both syncs and the warehouse can be region-pinned. We design access controls and retention rules to match your privacy posture, and we sign a DPA before any PII leaves its current home.
Do you build dashboards, too?
Yes see our BI & Dashboards service. Most CRM engagements also produce 2–4 executive dashboards (pipeline, attribution, customer health) as part of the work.
Get your CRM out of its
silo.
Book a free discovery call. We'll review your CRM, downstream reporting, and goals and show you what a customer 360 looks like in your warehouse in 4–6 weeks.