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Case Studies

Operational stories from CRM builds, integrations, and automation systems engineered for measurable revenue performance.

Custom SMS Integration for Streamlined Communication

Developed a custom workflow using HubSpot’s API and GoTo’s API to allow seamless SMS messaging from within HubSpot. Overview The client, a sales-driven organization, relied on GoTo for voice calls and SMS communications with prospects. While GoTo’s call features could integrate with HubSpot, sales reps had to use the GoTo dashboard separately to send SMS […]

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