Built integration workflows that connected CRM, ERP, and accounting platforms so business teams could work with consistent customer and transaction data across NetSuite, HubSpot, Zoho Books, and Zoho CRM.
Skills
Integration Scope
- Connected NetSuite records with CRM and accounting workflows
- Synchronized HubSpot contacts, companies, deals, and lifecycle updates
- Integrated Zoho Books customers, invoices, payments, and financial records
- Coordinated lead and customer data between Zoho CRM and downstream systems
- Automated scheduled and event-driven synchronization with n8n
Technical Approach
- Developed REST API clients and reusable service adapters for each platform
- Implemented OAuth and token-based authentication flows
- Normalized records through explicit field mapping and validation rules
- Used webhook handlers for near-real-time updates where supported
- Added idempotent upserts to prevent duplicate contacts, invoices, and events
- Designed retry, reconciliation, and logging workflows for failed synchronization
Outcome
The integration layer reduced manual movement of information between sales, finance, and operations tools while creating a clearer, more reliable flow of business data across systems.