MedTech
An American company supplying EMT and paramedic schools across the United States with clinical kits that include all the materials students need to complete their training.
Company Overview
Industry:
MedTech
Location:
United Stated
Team Size:
20+ employees
Focus:
Supplying standardized clinical kits for EMT and paramedic education
Clients:
EMT and paramedic training programs, medical education institutions across the U.S.
Challenge
LJ Merchant, the company’s founder, used HubSpot for CRM and Shopify for eCommerce and operations. Each tool worked well on its own, but its data stayed in separate systems.
HubSpot made it easy to see high-level metrics, but it was hard to:
- View all customer data in a single table
- Work with data using formulas
- Combine CRM data with Shopify metrics
Shopify, meanwhile, held important data that was not available in HubSpot.
Before resynced.io, there was no integration. Team members had to move between HubSpot and Shopify to find what they needed, which slowed account reviews and made decision-making less efficient.
Why resynced.io
LJ Merchant looked at other options but couldn’t find a tool that fit their needs.
resynced.io stood out for several reasons:
- Syncs HubSpot data directly into Google Sheets
- Supports bilateral sync (HubSpot↔ Sheets)
- Allows advanced filtering, so only relevant records are synced
- Updates data automatically every ~15 minutes
- Keeps the setup simple and focused
Most other options were too expensive or had more features than the team needed.
The Solution
With resynced.io, the company set up a live, filtered link between HubSpot and Google Sheets.
How the setup works:
- A dedicated sheet receives raw HubSpot data from resynced.io
- That sheet is locked to prevent accidental edits
- A second tab pulls the data into a formatted view for the team
- Shopify reports are added to the same table to complete the customer view
This setup keeps the sync stable and gives the team full control over formatting, calculations, and reporting in Google Sheets.
"resynced.io gave us a single, always-updated view of our customers in Google Sheets. What used to take 15 minutes per account now takes just a few minutes, allowing our team to make decisions almost instantly."
Technical Specifications
Primary Integration: HubSpot ↔ Google Sheets (bilateral sync)
Sync Frequency: Every 15 minutes
Data Synced:
- Customer account properties from HubSpot
- Engagement and account-level metrics
- Custom calculated fields created in Google Sheets
Users:
- Sales team
- Customer success team
Operations team (All team members work from a shared, formatted Google Sheet powered by resynced.io)
How We Helped the Business
resynced.io enabled MedTech to centralize customer data that previously lived across multiple platforms.
By syncing filtered HubSpot records directly into Google Sheets, the team gained a live, structured view of customer accounts that could be easily analyzed, extended with formulas, and combined with external Shopify data.
This setup made it possible for MedTech to:
- Build a custom customer scoring model
- Assign letter grades (A, B, C, F) to customer accounts
- Prioritize outreach based on real customer value
- Standardize how teams evaluate and act on account data
They did all this without exporting files, cleaning up data by hand, or managing complicated integrations.
Benefits for MedTech
After starting with resynced.io, MedTech saw clear improvements in how they worked:
- Faster decision-making: Decisions that prDecisions that used to take one or two days can now be made in less than three minutes.
- savings: Account review time dropped from ~15 minutes to under 5 minutes per account, a 60–80% reduction.
- Higher team productivity: Sales and customer success reps can now review more accounts and focus on the most valuable customers.
- Improved account prioritization: All reps were able to identify and contact their top-tier accounts within days of launch.
- Better data accuracy: Dynamic filters ensure only relevant records remain synced, keeping data consistently up to date.
Future Improvements
MedTech plans to continue expanding its use of synced data to support decision-making.
Potential next steps include:
- Automating additional Shopify data inputs
- Refining the customer scoring model as new metrics become available
- Using historical data trends to improve forecasting
- Expanding internal reporting for leadership and operations teams
Google Sheets’ flexibility and resynced.io’s sync features make it easy to make changes without redoing the main setup.
Favorite Feature: record filtering
The ability to filter which records sync into Google Sheets became one of the most valuable features.
If a record no longer meets the filter criteria, it’s automatically removed from the sync. This ensures the data in Sheets always reflects the current state of HubSpot, without manual cleanup.
Who resynced.io is best for
LJ Merchant recommends resynced.io for:
- B2B sales teams
- Customer success and account management teams
- Companies with high-value customer relationships
Teams that want to work with CRM data directly in Google Sheets.
Conclusion
resynced.io gave MedTech an easy and reliable way to bring customer data together from HubSpot and Google Sheets.
By breaking down data silos and giving real-time access to customer accounts, the team changed how they review accounts, set priorities, and make decisions.
What was once a fragmented and time-consuming process is now a centralized, data-driven workflow that scales with the business.
We are here to synchronize your data!
