A bi-directional sync layer built on n8n that keeps HubSpot, Salesforce, Redtail, Wealthbox, Clio, and 100+ other systems in lockstep. Exception queues handle edge cases; live dashboards show what’s moving and what failed.
Most modern tools do. For the ones that don’t, we use scraping, webhooks, or SMTP/IMAP email workflows to capture data. If there’s a way to get data in or out of the system, we find it.
You do. Workflows run on your own n8n instance with your credentials, your logs, and your audit trail. Cancel us at any time — the workflows keep running.
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Integrate the stack is a scenario we’ve built for ops leads buried under CRM, billing, scheduling, messaging, and email silos. Bi-directional sync across HubSpot, Salesforce, Pipedrive, Redtail, Wealthbox, Clio, and 100+ systems with conflict resolution, field mapping, and idempotency.
Every unresolved record lands in a human exception queue with full context. Grafana dashboards show throughput, health, and revenue attribution. Workflows run on the client’s own n8n instance with their credentials and audit trail. No vendor lock-in.
V
Scenario · V
Stack Integration.
ForOps leads buried under CRM, billing, scheduling, messaging, and email silos.
One brain across six tools. The worst bugs are the ones nobody notices until a client calls: sync failures, conflicting records, "why does Salesforce think this deal is won when HubSpot says it’s lost?" This is how those go away, with a hub that reconciles and an agent that triages what doesn’t.
100+systems wired, zero silent failures
Records where two systems disagreed. The pill on the right shows what happened next.
Exception queue · resolved automatically
100+ systems · bi-directional
Systems in conflictWhat disagreedAuto-resolutionStatus
HubSpotvsSalesforce
Deal stage disagrees on Acme Corp
Latest activity timestamp wins · HubSpot kept
Resolved
RedtailvsWealthbox
Client phone number differs
Prefers verified source · Redtail chosen
Resolved
StripevsQuickBooks
Invoice paid status mismatch
Stripe auto-reconciled · QB updated
Resolved
CalendlyvsGoogle Cal
Double-booked 3 PM slot
Earlier ID wins · second prospect rebooked
Resolved
The topology
One hub, every system humming through it.
Hub at the center, your systems on the edges, live two-way connections in between.
Topology · bi-directional
Each dot is a system you already run. The hub at the center is your n8n instance. Each traveling pulse is one synced record flowing between a system and the hub (or between two systems) in real time.
9 systems · 10 edges
Every edge is bi-directional. Every packet is logged. Every conflict hits the exception queue.
HubSystem
The shift
Four sources of truth become one.
Before
Four systems of truth. Daily manual reconciliation. Silent sync failures nobody notices until a client calls to complain.
↦ the shift
After
One bi-directional graph across 100+ systems.
Every conflict lands in an exception queue with context.
A Grafana dashboard where the failure used to hide.
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“Four sources of truth collapse into one.”
An ops lead, month two
A day in the life
What an ops Monday looks like now.
The old day
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The new day
Ops lead opens four tabs and cross-checks records by hand.
9 AM
Exception queue shows two overnight items. Both resolved by 9:15.
Salesforce and HubSpot disagree on a lead stage. Nobody knows which is right.
11 AM
Sales and billing agree. Grafana shows green across the board.
Client calls: their invoice is in billing but not in the CRM.
2 PM
The client call never comes. Invoice and record stayed in sync.
Ops lead stays late to reconcile the day’s failures.
5 PM
Ops lead leaves on time. No reconciliation needed.
