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CASE STUDY
Probiora Health
ProBiora Health needed a better way to connect QuickBooks Enterprise, HubSpot, and ShipStation without spending hours on manual data entry. Their existing integrations couldn’t support QuickBooks Enterprise, map mismatched products and custom fields, or sync orders based on specific pipeline statuses. With Connex, ProBiora Health built a flexible workflow that connected sales, accounting, and fulfillment across all three systems. The result was a streamlined process that saved the team more than 10 hours every week.
THE CHALLENGE
Probiora Health used QuickBooks Enterprise, HubSpot, and ShipStation to manage sales, reporting, and fulfillment. They needed these systems to work together, but their workflow was too customized for standard integrations.
Their team needed to:
- Sync sales data from selling channels into HubSpot for reporting.
- Send phone and email orders entered in QuickBooks Enterprise to ShipStation for fulfillment.
- Sync HubSpot deals with QuickBooks based on pipeline and deal status.
- Map custom fields between QuickBooks Enterprise and HubSpot.
- Resolve products and SKUs that did not match between QuickBooks and HubSpot.
The biggest obstacle was that the data in QuickBooks and HubSpot wasn't identical. Products had different names or identifiers, and custom fields needed to be translated between systems.
Out-of-the-box integrations couldn't accommodate those differences. They also lacked the QuickBooks Enterprise support and flexible mapping capabilities Probiora Health needed.
THE SOLUTION
Probiora Health implemented Connex as the automation layer connecting QuickBooks Enterprise, HubSpot, and ShipStation.
Instead of purchasing and maintaining separate integrations, Probiora Health could use Connex for both its HubSpot accounting workflow and ShipStation fulfillment workflow.
Using the Connex rules engine, the team was able to:
- Map mismatched products between HubSpot and QuickBooks.
- Map custom fields between the two systems.
- Sync HubSpot deals to QuickBooks based on deal and pipeline status.
- Send orders entered directly into QuickBooks to ShipStation.
- Automate workflows that previously required manual data entry and reconciliation.
Connex's guided implementation and support team also helped configure and test the more complex parts of the workflow.
THE RESULTS
The automation eliminated more than 10 hours of manual data entry every week while allowing Probiora Health to continue using the systems its team already relied on.
Rather than forcing QuickBooks Enterprise, HubSpot, and ShipStation into a rigid integration, Connex adapted the workflow to Probiora Health's existing business processes.
“Connex is a lifesaver. Connex easily saved us over 10 hours a week in manual data entry. Connex support was phenomenal in setting up, testing, and supporting a difficult and complex workflow.”
WHY CONNEX ECOMMERCE?
Connex gave ProBiora Health the flexibility that out-of-the-box integrations couldn’t provide. With support for QuickBooks Enterprise, customizable field and product mapping, status-based syncing, and connections to both HubSpot and ShipStation, Connex brought their complex workflow together in one solution. By automating processes that once required hours of manual data entry, ProBiora Health saved more than 10 hours every week while improving the accuracy and efficiency of its operations.
Ready to simplify your ecommerce workflows?
See how Connex can connect QuickBooks Enterprise, HubSpot, ShipStation, and your selling channels—automating complex data mapping and eliminating hours of manual work every week.