Operational stories from CRM builds, integrations, and automation systems engineered for measurable revenue performance.
Using HubSpot’s API, Google Workspace, and Mortgage Automator, we developed a custom solution that automates complex processes, eliminating the need for costly upgrades. Overview Our client, a private money lender specializing in loans for real estate investors, relied on both HubSpot and Mortgage Automator to manage their business operations. They used HubSpot (with Marketing Starter […]
Implemented a comprehensive integration with HubSpot by enabling customer journey tracking and migrating email communications to HubSpot’s robust platform. Overview Our client, a B2B SaaS company, offered a free trial registration through a native form integrated directly with their internal database. They previously relied on SMTP services for customer email communication, which required substantial tech […]
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 […]