Retool Dashboards Integration: Enhancing Business Development with HubSpot and QuickMail

About the project

Challenges

Our client has limited experience with low-code tools like HubSpot and Retool.
Future application must be secured due to KnapSack's adherence to SOC2 compliance.
There was no data connection between Retool and Hubspot, and users' data from Hubspot should be manually added to the Retool dashboards each time.

Requirements

Integrate Retool with HubSpot, QuickMail, and Clay.com to synchronize and populate data on the platform.
Develop a user-friendly interface in Retool with parent rows for companies and tabs for contacts, deals, and other activities.
Enable advanced filtering and sorting capabilities for data like company name, industry, and last contact date.
Implement notifications and bi-directional syncing with HubSpot to alert team members and update real-time records.

Key Deliverables

Retool integration with HubSpot, QuickMail, and Clay.com to aggregate and display account and contact activity. Retool dashboards should include functionality for sorting, filtering, and viewing detailed records of companies, contacts, and deals.
The new app should provide real-time notifications and customizable Retool reports based on specific metrics such as contact frequency, deal status, and industry-specific data. Retool app should also support bidirectional data synchronization with HubSpot to ensure data accuracy and timeliness.

Main tool

Retool

Additional tools

Hubspot, Quickmail

Project Timeline

50 hours

Akveo’s team, who was working on the project

Aleh Krauchanka

Retool Developer

Solution

In just 50 hours, our team successfully delivered the finalized application to the client. The Retool application enables Knapsack’s sales team to search for companies and access related contacts and deals. Users can filter the list based on contact date, industry, priority, and company size. Furthermore, users can search for companies within specific time frames. The application also provides a link to HubSpot for more comprehensive company details.

Learn more about scaling startups with Retool

Scope of work

Integrated Data Platform:

Our team has developed a Retool platform with parent rows for companies and separate tabs for contacts, deals, and other activities. Retool Integrated with HubSpot, QuickMail, and Clay.com to pull and synchronize data such as last contacted dates, deal notes, and company records.

Customized Functionality:

Implemented sortable Retool database columns for company name, last contacted date, and more. Created subcategories/dropdowns for detailed views of individual contacts associated with company records from HubSpot.

Advanced Reporting and Notifications:

Developed custom reports summarizing key metrics such as number of contacts per company, conversation rates, and deal closures. Established a notification system to alert users about significant activities, including non-contact with target companies over predefined periods.

Explore how to generate and send email reports with Retool

Bidirectional Data Synchronization:

Our Retool developers enabled real-time bidirectional syncing of the Retool app with HubSpot, allowing updates to be seamlessly reflected across both platforms.