The Challenge
The agency ran sales in HubSpot, delivery in a custom tool, and finance in spreadsheets. Leads fell through cracks, reporting took a full day every week, and nobody trusted pipeline numbers in leadership meetings.
Our Solution
We mapped every handoff from lead capture to closed deal. Built a HubSpot-centric pipeline with Zapier and API integrations syncing their project management tool and billing system. Automated lead assignment, stage updates, and weekly pipeline snapshots. Migrated 4,200 contacts with deduplication.
What we delivered
- ✓End-to-end pipeline architecture
- ✓HubSpot + Zapier + custom API integrations
- ✓4,200-contact migration with deduplication
- ✓Executive reporting dashboard
- ✓Team training and 30-day support
Key results
- →100% sync accuracy between HubSpot and project tool
- →~20 hours per week eliminated from manual data entry
- →Pipeline reporting reduced from 1 day to 15 minutes
- →Lead response time dropped from 48 hours to under 2 hours
“CRM integration tied everything together. Our sales team finally trusts the pipeline again, and leadership can see real numbers without asking someone to pull a report.”
Services used
Want similar results?
Tell us about your pipeline, outreach, or CRM challenges, we'll outline a plan on a free call.
Start a Project