Gong → HubSpot Data Pipeline

§1. Abstract

At Chalice AI, the sales team's call recordings (Gong) weren't matching up with their customer database (HubSpot). This meant missing data and broken reports. I built a system to automatically match and sync these records, ensuring management could actually trust their pipeline data.

§2. Methodology & Implementation

The core problem was that Gong was capturing call data (transcripts, deal mentions, outcomes) but failing to reliably align with HubSpot, the source of truth for deals and contacts. Calls weren't linking to the correct contacts or updating the right lifecycle stages, creating missing activities and poor pipeline visibility. I debugged the integration logic, built pipelines to match Gong call records to HubSpot objects using email, contact IDs, and deal associations, and standardized the data to improve match rates. This reconciled mismatches and backfilled missing associations.

§3. Key Metrics