HubSpot Platinum Partner · Certified in Data Integrations

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Migration to HubSpot and integrations with ERPs, e-commerce platforms, and external platforms—all without disrupting business operations or losing data. The history remains. Processes continue. The system becomes more consistent.

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HubSpot Platinum Solutions Partner · Certified in Data Integrations.

How We Migrated

Phased migration, without interrupting business operations

Systems Audit

What exists, what connects, and what remains

Data mapping

Each field with a defined destination

Phased migration

No business disruption

Active Integrations

Bidirectional and auditable synchronization

Validation and Monitoring

The numbers add up — and they keep adding up

What We Do

Four Pillars of Integration and Migration

Connecting HubSpot to the company’s technology ecosystem isn’t an IT project—it’s a business project. Each integration must address a specific operational need: eliminating manual data entry, closing the reporting loop, or synchronizing the ordering cycle with the CRM.

Data Migration to HubSpot

Import, clean, and map data from any CRM or structured source. Deduplicate contacts and companies, normalize fields, preserve communication history, and perform post-migration quality validation. Tags: data import, deduplication, field mapping, quality validation.

Integrations with external platforms

HubSpot integration with Portuguese ERPs (PHC, Primavera, Moloni), e-commerce platforms (Shopify, WooCommerce, WordPress), BI and analytics tools (Power BI, Google Looker Studio), and any other system with an available API. The goal is a single source of truth—no manual exports, no duplicate data.

API and Custom Integrations

When there is no native connector, we build the integration using REST APIs, Webhooks, or OAuth. To automate workflows between systems, we use Make.com and Zapier as an orchestration layer. The approach is modular: each integration is documented, monitored, and replaceable without impacting the entire system.

Two-way real-time synchronization

The most critical integrations require two-way synchronization: a deal closed in HubSpot generates an order in the ERP; an invoice issued in the ERP updates the deal in HubSpot. We configure and test these workflows with conflict resolution logic, error handling, and failure alerts—so the sales team can operate without relying on IT.

Service Models

Three packages tailored to your needs

The scope varies depending on the data source, the complexity of the integrations, and the level of technical customization required. All packages include mapping, implementation, and validation.

CRM for HubSpot

Simple Migration

For companies migrating from existing tools—Pipedrive, Zoho CRM, Freshsales, the free version of HubSpot, or Excel/Google Sheets spreadsheets. Includes field mapping, pre-import data cleansing and deduplication, import of contacts, companies, and deals, preservation of notes and relevant history, post-migration quality validation, and a review session with the team. Data Integrations Certified.

Salesforce / Freshdesk / Complex CRMs · Most Requested

Advanced Migration

For migrations of systems with complex data structures, custom objects, extensive history, or multiple teams migrating simultaneously. Includes a comprehensive audit of the source system, advanced mapping with custom objects, phased migration with a rollback plan, preservation of activities, emails, and documents, equivalent properties in HubSpot, integrity testing in staging, and supervised go-live. Salesforce Integration Certified.

Custom APIs and ERPs

Technical Integration

For companies that need to connect HubSpot to proprietary systems, Portuguese ERPs, or platforms without a native connector—with continuous, bidirectional synchronization. Includes analysis of the existing technical architecture, connectors via REST API or Webhooks, Make.com or Zapier as middleware, bidirectional synchronization with conflict resolution logic, monitoring and failure alerts, technical documentation, and team training. Data Integrations + API Certified.

Integration Stack

Platforms We Work With

We integrate HubSpot with the most widely used systems in the Portuguese B2B market, from domestic ERPs to automation and BI tools. If the system has an API, we can connect it.

ERPs and PT Billing

National management systems

PHC Software, Primavera BSS, Moloni, Sage, Jasmin / TOTVS.

Source CRMs

Supported Migrations

Salesforce, Pipedrive, Zoho CRM, Freshsales / Freshdesk, Excel / Google Sheets.

E-commerce and the Web

Stores and digital platforms

Shopify, WordPress / WooCommerce, Magento, PrestaShop.

BI and Analytics

Reporting and Operational Data

Microsoft Power BI, Google Looker Studio, Google Analytics 4, Databox.

Automation and Middleware

Inter-system orchestration

Make.com (Integromat), Zapier, n8n, HubSpot Operations Hub.

Marketing and Advertising

Acquisition Channels

Google Ads, LinkedIn Ads, Meta Ads, Google Search Console.

Technology: REST API, Webhooks, OAuth 2.0, HubSpot API v3, Custom Objects, Operations Hub, Data Sync, Bulk Import, JSON/XML, FTP/SFTP.

What Customers Say

Real-life experiences from people who migrated with SmartLinks

★

J. Vicente

Everything went very smoothly; we felt supported throughout the onboarding and data migration process. — SmartLinks Client

★

A. Camilo Gomes

Excellent support, always looking for solutions. — SmartLinks Customer

★

G. Matos

A helpful and competent team. — SmartLinks Customer

Companies That Trust SmartLinks