Connecting Sales Data Effortlessly with Retool, HubSpot, and QuickMail

Knapsack was new to using low-code platforms like Retool and HubSpot. They also needed to make sure the platform met SOC2 security standards. On top of that, since Retool and HubSpot weren’t connected directly, users had to manually enter data, which made their workflow slower.

In just 50 hours, our team delivered a comprehensive MVP that empowered Knapsack’s sales team to significantly improve their workflows.

The Retool app now lets users search for companies, view related contacts and deals, and filter data by things like industry, priority, or company size. It works smoothly with HubSpot, syncing data in real time between both platforms. The interface is simple and not complicated to navigate, with the focus on making things accessible for the team. We also added advanced sorting and filtering options, so they can quickly manage and view data across different categories, making everything run more efficiently.

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Scope of work

Our main goal was to create a strong, efficient data platform that fits Knapsack’s business development needs. This platform connects key tools like HubSpot, QuickMail, and Clay.com, all while offering an easy-to-use experience for the sales team.

Here’s what we focused on:

1. Integrated Data Platform

Our Retool developers created a comprehensive interface that organizes data into parent rows for companies. It has separate tabs dedicated to contacts, deals, and other key activities. Syncing data from HubSpot, QuickMail, and Clay.com ensured a single access point for all essential information. This integration not only consolidated data but also facilitated the real-time retrieval and display of up-to-date details, eliminating the need for manual data input.

• Syncing company records, contacts, and deals across platforms.
• Automatically pulling activity and email data from QuickMail and Clay.com for seamless access in the Retool dashboard.

2. Customized Functionality

The platform was customized to provide an intuitive user experience. Sales team members were able to locate and organize data quickly. We also implemented sortable database columns, including company name, last contact date, deal status, and more — to allow users to filter easily and sort records based on their needs. Additionally, we created dropdown menus and subcategories that provided detailed views of individual contacts, enabling the team to drill down into specific information related to companies and their associated deals.

• Sorting capabilities for key data points (e.g., contact date, company size, deal stage).
• Detailed views for deeper insights into contacts and deal history.

3. Advanced Reporting and Notifications

Next, we built custom reports to track key metrics like the number of contacts per company, conversation rates, and deal progress. We also set up a notification system to keep the team updated on main events.

• The reports are fully customizable, so the team can filter them by important things, for example, industry, company size, deal value, etc.
• Automated notifications were set to alert users actions that need the attention. These include overdue follow-ups, missed contacts, and others.

Explore how to generate and send email reports with Retool

4. Bidirectional Data Synchronization

A key goal of the platform was to keep data consistent across all systems. To make this happen, we set up real-time syncing between Retool and HubSpot.

Any changes made in one platform were automatically connected to the other. For example, if a deal status is updated in Retool, it instantly updates in HubSpot, and vice versa.

This connection ensures the sales team always has the most accurate, up-to-date information.

• Real-time syncing of contact details, deal stages, and company information between Retool and HubSpot.
• Ensuring updates are reflected immediately across both platforms to prevent discrepancies in data.