Introduction
To improve visibility into sales performance and lead conversion metrics, Gantec partnered with a staffing company to implement a robust HubSpot integration. By extracting key datasets—such as contacts, companies, emails, calls, tasks, and meetings—via HubSpot’s API, we enabled daily data synchronization into a centralized data warehouse. Leveraging Databricks notebooks, the raw JSON data was transformed into structured format, powering Tableau dashboards for actionable sales and marketing insights. This end-to-end integration laid the foundation for data-driven decision-making and enhanced lead conversion tracking across the organization.
Client Profile
- Company Name: Global Staffing Company
- Industry: Professional Services
- Location: Atlanta, USA
- Size: 14,000+
IG is a leading staffing and talent solutions firm headquartered in Atlanta, Georgia. Specializing in IT, healthcare, finance, and engineering sectors, the company provides contract staffing, managed services, and direct hire solutions to Fortune 1000 clients. With a strong focus on culture, leadership development, and client partnership, Insight Global is known for its high-touch service model, nationwide presence, and commitment to delivering top-tier talent that drives business success.
Technology Stack Used
Pain Points/Challenges
Lack of Centralized Reporting: Sales and marketing data was siloed within HubSpot, making it difficult to generate unified, cross-functional reports and insights.
Limited Visibility into Lead Conversion: Without integrated metrics, tracking lead progress across stages and understanding conversion performance was inconsistent and manual.
Manual Effort in Report Building: Without automated data pipelines, teams relied on time-consuming, ad hoc processes to compile reports, leading to delays and inaccuracies.
Difficulty in Scaling Insights: As the volume of interactions (calls, emails, meetings) increased, the inability to scale reporting and analytics in real time hindered performance tracking.
Our Solution
Gantec designed and implemented an automated data integration pipeline to extract key sales and engagement data—contacts, companies, emails, calls, tasks, and meetings—from HubSpot’s API. Due to API limitations, we configured a full daily extract (Monday to Friday), converting raw JSON data into structured tables using Databricks notebooks. This data was then loaded into a centralized data warehouse, enabling unified reporting and analysis. Leveraging Tableau, we delivered intuitive dashboards that provided clear visibility into lead conversion metrics and sales performance, allowing the staffing company to make timely, data-driven decisions and optimize their outreach strategies.
The Impact
Enabled daily, automated integration of HubSpot data into the enterprise data warehouse for reliable, up-to-date reporting.
Improved visibility into lead conversion metrics across contacts, emails, calls, and meetings—empowering data-driven sales strategies.
Transformed unstructured JSON data into analytics-ready format using scalable Databricks notebooks and pipelines.
Reduced manual reporting effort, saving hours of ad hoc work and improving accuracy in sales performance tracking.
Delivered actionable Tableau dashboards, allowing leadership to monitor sales pipeline health and campaign effectiveness in real time.
Conclusion
Through the successful integration of HubSpot with the company’s data warehouse, Gantec enabled the staffing firm to unlock deeper insights into their sales and marketing performance. By automating daily data extraction, transforming complex JSON structures, and delivering intuitive Tableau dashboards, the solution empowered business users with real-time visibility into lead conversion metrics. The result was a scalable, reliable reporting ecosystem that reduced manual effort, enhanced decision-making, and laid the groundwork for data-driven growth across the organization.