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The Problem

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The Impact

Website: https://www.knightis.com
Industry: Facilities Services
Location: USA
Technology: Power Automate, Power Platform

Knight Industrial Services Case Study

HubSpot and Sage Intacct Integration using Power Automate Flow

Introduction to Knight Industrial Services

Since 1980, Knight Industrial Services has strived to deliver the best multi-craft services – sandblasting, painting, insulation, fireproofing, soda blasting, and scaffolding for several industries.

Thier Challenges with Manual Data Collection Process

Earlier, when the industry size was small, it was easy to maintain all the customer details and invoices manually. Whereas when the market size gradually expanded, it gave rise to problems such as manual data collection, too much information, reporting, invoicing, visualization, and forecasting, to name a few. Knight Industrial Services used HubSpot as their CRM to maintain their customer details and Sage Intacct for invoicing needs. With new technologies, earlier problems were addressed, but they paved the way for new ones.

Their current challenge was adding customer details manually to HubSpot and then separately adding the points for pre-job deals to the invoicing process. This manual process was hectic, time-consuming, and had room for mistakes.

Solving Manual Data Collection Issues with Power Automate Integration

Our team of experts suggested leveraging Power Automate Flow to integrate HubSpot and Sage Intacct; furthermore, to extract data automatically from HubSpot for pre-job phase deals and directly add them to their invoicing system – Sage Intacct.

What was the Impact of Power Automation on Sage Intacct’s Performance

The API will collect the metadata for all the pre-job phase deals and copy it directly to their invoicing software, Sage Intacct.

All this happens when the HubSpot flow is triggered, and it sends an email notification to trigger the Power Automate flow.

Once there is a trigger, it creates a new ID in Sage Intacct with the help of an XML query.

This automation brought down their hours to minutes with zero chances of error and doubled their overall efficiency.

Maintaining the invoices was now more manageable than before.

Key Performance Metrics Improvement

100+

Users Benefitted

65%

Faster Processing

94%

Fewer Errors