How to Build a Customer 360 Dashboard Using Salesforce, HubSpot, and Stripe Data with a CRM API

Creating a Customer 360 dashboard involves integrating data from various platforms like Salesforce, HubSpot, and Stripe to provide a complete view of a customer's journey, from initial interaction to ongoing revenue. The challenge lies in the disparate data schemas and authentication models across these systems, making direct integrations costly and complex. Unified addresses this by offering APIs that standardize data across CRM, payments, and accounting platforms, enabling real-time retrieval of customer, deal, invoice, and subscription data through a consistent interface. These dashboards are crucial for products like customer analytics platforms, revenue intelligence tools, and AI sales copilots, as they combine sales pipeline data with billing information to deliver comprehensive customer insights. Unified's approach simplifies the integration process by providing normalized objects, consistent webhook events, and reusable authorization flows, allowing product teams to focus on enhancing the user experience and analytics capabilities without the overhead of maintaining multiple connectors.