Integration of PushFar Mentoring Platform with HubSpot for CIPD

The Challenge

CIPD, a prominent professional development organisation in the UK, needed to manage mentor-mentee relationships for its Trust Initiative using PushFar while handling data, workflows, and communications through HubSpot. However, PushFar’s API was in its early stages, lacking webhook capabilities and having limitations on workflow execution times. This posed significant challenges in creating a robust system for managing mentoring relationships and programme communications.

The Solution

SpotDev undertook the project in several stages, starting with an initial assessment to understand CIPD’s requirements and PushFar’s API limitations. They created custom objects in HubSpot for programmes, mentors, and mentees, and developed custom-coded workflows to synchronise data between PushFar and HubSpot. Paging logic was implemented to ensure data sync reliability with HubSpot’s 20-second execution limits. The final data structure associated contacts with mentoring relationships and programmes for clarity and automation. John Smith, Director of Operations at CIPD, mentioned, 'The integration solution provided by SpotDev has transformed our mentoring programme management. The seamless data synchronisation and automated workflows have significantly improved our operations.'

The Results

SpotDev’s solution led to several positive outcomes for CIPD. The seamless data synchronisation ensured efficient management of mentoring relationships and programme details, while automated workflows improved communication by providing timely and relevant updates to mentors and mentees. The scalable workflow architecture allowed CIPD to manage growing programme demands without technical bottlenecks, and the clear data structure in HubSpot provided actionable insights and simplified operations. As highlighted by John Smith, the integration has significantly transformed and improved CIPD’s mentoring programme management.