Platform Management Retainer

Tech Stack & Integration Management

Tech Stack & Integration Management is a monthly RevOps retainer that keeps the systems around HubSpot connected and healthy. We monitor syncs, fix integrations when APIs change or credentials expire, manage the connected app portfolio, and advise on stack decisions. For companies whose CRM depends on data flowing reliably from ERP, billing, and product tools.

Phase
Platform Management
Engagement
Retainer
Discipline
RevOps as a Service

The problem this solves

Integrations fail on their own schedule: a token expires on a Friday, a vendor deprecates an API version, a field rename upstream silently breaks a mapping, and three weeks later someone notices deals are missing invoice data. Each connected app was set up by whoever needed it at the time, nobody holds the full map, and every incident starts with an archaeology session. The stack works right up until the moment it quietly does not.

How we work

The first cycle builds the map. Every integration touching HubSpot gets documented: direction, frequency, field mappings, auth method, owner, and failure behavior. This alone usually surfaces surprises, from duplicate syncs to orphaned apps with write access and data loops nobody designed.

Then the retainer settles into a rhythm of watching and fixing. Sync errors and API health get reviewed on a regular cadence rather than when someone complains; breakage gets repaired within the monthly hour band; vendor API changes and deprecations get tracked ahead of their deadlines. We have handled HubSpot API rate limit behavior in real migrations, so we know where the sharp edges are before they cut.

The advisory layer rides on top: when you evaluate a new tool, we assess how it will connect before you sign; when two tools overlap, you get a straight recommendation on consolidation. Net-new integration builds are scoped as separate projects, with the retainer covering their care afterwards.

Deliverables

  • Full integration and connected app inventory, kept current
  • Sync and API health monitoring on a regular cadence
  • Breakage fixes within the monthly hour band
  • Vendor API change and deprecation tracking
  • Integration assessments for new tool decisions

What buyers ask before scoping.

What happens when an integration breaks completely and needs a rebuild?

Repairs that fit the monthly hour band are handled inside the retainer. A full rebuild or replacement becomes a scoped project with priority handling, since you are already a retainer client. We tell you which case you are in within the first diagnosis, not after burning the month's hours on a lost cause.

Do you cover custom-code integrations or only marketplace apps?

Both, plus the middle layer: marketplace apps, iPaaS scenarios in Make or n8n, and custom API integrations, including ones built by other teams or vendors. The requirement is access to configurations and whatever documentation exists. Where documentation does not exist, the first-cycle inventory creates it.

We run a Polish stack: Symfonia, Baselinker, KSeF. Do you know these?

Yes. Polish B2B and e-commerce connectors are part of our regular work, not an exotic request: Symfonia, Comarch, Baselinker, Magento, GUS, KSeF. We know the constraints these systems put on data flow design, which matters more for keeping integrations alive than any generic connector knowledge.

Sounds like your situation?

30 minutes, your calendar, no slide deck. We tell you honestly whether this module fits.

Book discovery call