Connect your critical platforms into one trusted system of record so your teams can work smarter and faster with data they trust.
WHY IT MATTERS
Most companies are awash in disconnected systems: CRMs, ERPs, financial platforms, field service tools, and other platforms that don’t talk to each other. The result? Inefficiencies, data gaps, and frustrated teams. Pyxis builds integrations with HubSpot at the core, ensuring your systems align to support growth.
WHAT THIS CAN INCLUDE
- ERP integrations → Power quoting and inventory management
- Financial integrations → Loan origination and core processor connections for mortgage and financial institutions
- Sales and marketing tools → Orchestrate ABM and outreach workflows
- Field service tools → Connect scheduling, payments, and appointments
- Custom integrations → Including AI-powered use cases to enable new workflows
HOW WE DO IT
Our process ensures integrations that support systems and people:
1. Discovery and architecture
- Map your objects, processes, and data flow
- Use integration templates where appropriate
2. Integration design
- HubSpot Operations Hub when possible
- Partner solutions for complex needs (Zapier, Celigo, MindCloud)
- Custom builds when required
3. Implementation
- Deliver secure, scalable integrations with documentation
- Optimization
- Ongoing refinement available through RevOps retainers
WHAT IT SOLVES
With systems integrated, your teams can:
- Work from a single source of truth
- Enable quote-to-cash workflows
- Align sales, marketing, and service handoffs
- Eliminate duplicate data entry and bottlenecks
- Make decisions with confidence in their data
WHY PYXIS?
We combine the deep technical expertise of a HubSpot Diamond-level organization with the personalized customer experience of a smaller consultancy. And unlike in-house hires, we deliver tested playbooks and faster execution. With Pyxis, you get a boutique, hands-on team that balances technical depth with pragmatic guidance, always focused on driving sustainable growth.
