Connector use cases

Review the following use cases for examples of how to leverage connectors to solve problems, increase efficiency, and achieve business goals. Explore Boomi Customer Stories to learn more about how organizations have achieved success using the Boomi Enterprise Platform.

Data transformation use case

A great use case for data transformation with Boomi involves transforming and enriching inventory data. Let's say a company has a dataset of books in their inventory, and they need to separate books published after 2004 while converting their profile from JSON to XML. This process could involve using dynamic process properties to hold the publication year, validating through decision shapes, and transforming data using user-defined functions for calculating prices with currency conversion. Learn more about Performing Complex Data Transformations using Boomi in our knowledge article.

Integration challenges use case

A holding company invests across multiple sectors (banking, real estate, hospitality, telecom). Faced with fragmented integrations, which caused data inconsistencies and service issues, the holding company launched a digital transformation program that would integrate internal and external systems through seamless data and API management, improving efficiency and customer experience.

The management of multiple point-to-point APIs caused data silos, poor vendor communication, and service delays. The holding company's IT team decided to integrate its ERP, CRM, and mobile apps for 24×7 customer availability and reliable vendor services.

The company wanted to centralize data, eliminate bottlenecks, and enhance customer experience through personalization and speed. Scalable infrastructure would make the business AI-ready, while streamlined processes would reduce manual effort and improve data accuracy.

How Boomi helped

The holding company chose the Boomi Enterprise Platform for its strong API management, cloud-native, and low-code capabilities. Boomi's scalability allowed deployment flexibility across cloud, on-premises, and hybrid environments, connecting 19 core systems, including Salesforce and Oracle ERP, and 200 endpoints.

With centralized integrations, the holding company enhanced operational efficiency through seamless, automated workflows that simplified processes and improved real-time communication internally and externally.

Managing data flow

Business challenge

To manage inbound and outbound marketing traffic, lead generation, and lead reporting, a mechanical company's marketers use HubSpot. Their sales team, however, uses NetSuite to process incoming leads and track prospects to be converted within the sales cycle. The two departments align through the management team, which oversees initiatives in both systems. Before the integration, an employee was tasked with manually exporting and importing data from both systems. These reports included data on contact information, lead engagement, lead scoring, prospect conversions, and more. A marketer and NetSuite specialist were required to perform this task once a week, losing precious work hours and impacting their productivity. The three-step process (HubSpot to Excel to NetSuite, and vice versa) was complex, timeconsuming, and labor-intensive. Its limitations were quickly noticeable, and errors were hard to avoid.

Solution description

The sales and marketing teams needed better, automated data flows. Both teams put in requests for their in-house cloud specialists to develop a Boomi connector between NetSuite and HubSpot. The team of cloud developers built a two-way data flow between the systems, which automatically pulls vital information from both platforms. Data is constantly synced back and forth every five minutes, discarding the need for manual data entry.

Through Boomi’s automated middleware connection, both teams saw significant improvement in lead tracking, website activity, prospect conversions, and a more mature reporting analysis. By optimizing through this automated connection, sales and marketing alignment has flourished, and employees are able to focus on enhancing business efforts, not on time-consuming manual data transfers. Last but not least, thanks to synced data, the mechanical company saw a boost in leads, prospects, and client growth.

Business benefit

The mechanical company's NetSuite to HubSpot Boomi connector is strategically designed to help businesses streamline the flow of information between marketing and sales. This integration provides potential customers with quick reach-outs and powerful warming campaigns, and enables real-time information on lead engagement. Both sales and marketing departments can revel in a stress-free environment as crucial data for companies and contacts are seamlessly integrated. Additional benefits include:

• Customizable data fields in NetSuite based on your personalized setup for easy information sharing

• Reliable lead reports synced from HubSpot to NetSuite for sales to take action on

• Increased customer satisfaction by eliminating stock-outs and speeding deliveries

The NetSuite to HubSpot integration has a sophisticated structure to develop lead activity, prospect conversion, and client growth.