u/Breoganhackett

Nothing clever about our setup. ERP drops a file on an SFTP server nightly, order data, 2-3k rows. It has to land on companies and a custom object so sales can see order history without opening the ERP.

That last step is me. Pull the file, fix the dates, upload through the import screen, map columns, hope the dedupe does what I think it does. Twenty minutes on a good day, more when someone on the ERP side renames a column and doesn't tell anyone.

I looked at doing it through Operations Hub, but custom code actions don't seem like a great fit for pulling a file from SFTP on a schedule. Between the runtime limits and workflows being record-triggered, it feels like I'm trying to solve it from the wrong end.

So for anyone pulling files off SFTP into HubSpot on a schedule, what's actually doing the pulling? Script on a server, middleware, a dev who owes you a favor?

The part I care about more is dedupe. Manual imports at least let me look at the mapping before I commit. Anything scheduled runs unattended and I'd rather not discover in March that we've been making duplicate companies since January.

We were paying for a separate tool at every step, prospecting, enrichment, sequencing, call notes. Now its all just connected in Claude through these different tools. Over the last few months we replaced most of it and rebuilt the workflows in Claude Code with just some MCPs connected.

What i use now:

HubSpot - CRM, source of truth for deals, contacts and pipeline reporting.

Crustdata - realtime people and company data over an api, firmographics, headcount, funding, open roles.

Fathom - call recordings, so Claude has the actual context of why deals were won or lost.

FullEnrich - email and phone waterfall, 20+ providers, verifies inline before you pay, best accuracy ive seen.

Instantly - sending and warmup, i only use it to actually send, nothing else.

One of the best use cases i've found from this, i hand Claude a closed-won export from HubSpot, it enriches every account through Crustdata, flags the attributes 70% of the closed-won accounts share weighted by deal size, and writes an ICP file. It builds a signal list off that, drafts the first touch using the call notes, and i review it before it sends the outreach.

Honest tradeoff, Crustdata is api only so you need to be ok wiring it up or letting Claude's MCP do it, theres no UI to click around in.

Most of these run for a fraction of what the equivalent tools cost. Its not perfect and im still iterating on the scoring, but im liking the customizability here.