New deals become jobs, without anyone retyping them.

Sales worked in HubSpot and delivery ran in Synergist, the agency's job management system. Flowbird connected the two, so a new deal opens its job automatically and the job number comes back to HubSpot.

✦

AutomaticJob created from each new deal

✦

Job numberWritten back to HubSpot

✦

Human checkDeal owners fix and resend

✦

OnceEach deal update processed

UK promotions agency
HubSpot · Synergist, connected with Make

THE SOLUTION

One flow from deal to job, with a person in the loop.

When a deal is created in HubSpot, the integration finds or creates the organisation and contact in Synergist, opens the job and writes the job number back. Where data is missing, the deal owner is asked to fix it and can resend the deal themselves.

✓Organisation and contact found or created in Synergist

✓Job opened and its number stored on the HubSpot deal

✓Missing names or mismatched client codes sent back to the deal owner

✓HubSpot kept as the source of truth for deal stages

HubSpotSales

→

MakeIntegration

→

SynergistJob management

FROM DEAL TO JOB

New deal→Checks→Organisation→Contact→Synergist job→Job number back

KEY OUTCOMES

✦No retyping

✦Cleaner data

✦Stages that stay correct

✦Lower running cost

OUR APPROACH

1Connect

Build the HubSpot to Synergist flow for new deals, organisations, contacts and jobs.

2Validate

Add a human-in-the-loop check, so deal owners fix common data problems and resend.

3Protect

Stop an outdated stage in Synergist from overwriting a newer one in HubSpot.

4Optimise

Process each deal update once, even when HubSpot sends several at the same moment.

THE RESULTS

✦AutomaticJob creationSales no longer re-enter a won deal in the job system.

✦CorrectDeal stagesA failed or delayed sync can no longer move a deal backwards.

✦FewerDuplicate runsEach deal update runs once, which cuts Make usage and its cost.

✦OwnedData fixesDeal owners correct their own records and resend them.

THE LASTING VALUE

Sales and delivery working from the same deal.

A Flowbird case study for a UK promotions agency whose name is not published.

All case studies