Project Overview
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Seamless setup and introduction to HubSpot for effective business use.
Implement HubSpot Service Hub for efficient customer support management.
Integrate HubSpot with your existing systems for seamless workflows.
HubSpot solutions tailored to the needs of Bangladeshi businesses.
Design user-friendly and visually appealing websites that engage visitors.
Optimize workflows, boost efficiency, and enhance productivity with Odoo ERP.
Name Can’t be Disclosed
2 Weeks
Sales Hub Enterprise
Operations Hub Professional
Build a custom HubSpot CRM card to enable efficient fetching and filtering of line items associated with deals.
A custom HubSpot CRM card was developed to efficiently fetch and filter deal line items in real time. This white-label solution integrates seamlessly with HubSpot, enabling users to dynamically view, sort, and filter deal data. It enhances productivity by providing quick access to relevant information, reducing manual effort, and improving overall workflow efficiency.
The existing tools within HubSpot lacked the flexibility to display and filter data dynamically, preventing users from tailoring the view to match specific needs. This lack of customization impeded the ability to quickly extract relevant insights and manage deals efficiently.
The existing tools within HubSpot lacked the flexibility to display and filter data dynamically, preventing users from tailoring the view to match specific needs. This lack of customization impeded the ability to quickly extract relevant insights and manage deals efficiently.
The custom CRM card enabled seamless, real-time syncing of deal line items, making it easier for users to access and manage all relevant data directly within HubSpot, without needing external tools or manual data entry.
By implementing dynamic filtering, customizable columns, and sorting options, users could quickly organize and analyze deal information, reducing the time spent on manual processes and improving overall workflow efficiency.
The intuitive, user-friendly interface and clear table display significantly boosted user adoption. The solution provided a streamlined experience, allowing teams to focus on critical tasks and increasing productivity across the board.
Embody Wellness wanted a robust, all-in-one CRM that could handle their patient lifecycle management in one place. They preferred Go High Level (GHL) as their platform but needed expert setup to unlock its full potential. HubXpert helped Embody Wellness integrate and configure GHL end-to-end. From patient forms and bookings to automated email journeys and advanced reporting, everything was set up to help them run smoother, scale faster, and deliver a better patient experience.
Leva Medical wanted to bring their marketing and patient care operations under one roof. Their Electronic Health Record (EHR) system, Nextech, contained valuable patient data — but it wasn’t connected to HubSpot, making it difficult to personalize communications, track patient journeys, or measure true marketing ROI. With HubXpert’s integration, we created a secure, HIPAA-compliant two-way sync between Nextech and HubSpot. Now, both platforms update in real time, enabling Leva Medical to modernize their marketing while keeping patient data safe and accurate.
The enhanced chatbot to increase customer engagement rates and better satisfaction, helping PinkCube build stronger relationships with their eCommerce audience.
A custom HubSpot card using the Google Places API was developed to streamline address management. Users can enter an address or postal code, select from real-time suggestions, and automatically fill in all relevant address fields. This solution enhances data accuracy, reduces manual input errors, and improves operational efficiency.
A financial services company specialising in personalised finance solutions was experiencing challenges with their data systems. Working in collaboration with a leading provider of HubSpot solutions, renowned for expertise in marketing automation, CRM integration, and tailored financial services, the focus was on optimising data systems for improved efficiency and client satisfaction.
Struggled with inconsistent phone number formats in HubSpot, impacting communication and workflows. Our DevOps team developed a custom HubSpot app to automate phone number formatting, validate inputs, and integrate seamlessly into workflows. This solution reduced manual effort, improved data accuracy, and enhanced communication efficiency. It also scales to support future growth and ensures smooth integration with marketing tools.
Embody Wellness wanted a robust, all-in-one CRM that could handle their patient lifecycle management in one place. They preferred Go High Level (GHL) as their platform but needed expert setup to unlock its full potential. HubXpert helped Embody Wellness integrate and configure GHL end-to-end. From patient forms and bookings to automated email journeys and advanced reporting, everything was set up to help them run smoother, scale faster, and deliver a better patient experience.
Leva Medical wanted to bring their marketing and patient care operations under one roof. Their Electronic Health Record (EHR) system, Nextech, contained valuable patient data — but it wasn’t connected to HubSpot, making it difficult to personalize communications, track patient journeys, or measure true marketing ROI. With HubXpert’s integration, we created a secure, HIPAA-compliant two-way sync between Nextech and HubSpot. Now, both platforms update in real time, enabling Leva Medical to modernize their marketing while keeping patient data safe and accurate.
The enhanced chatbot to increase customer engagement rates and better satisfaction, helping PinkCube build stronger relationships with their eCommerce audience.
A custom HubSpot card using the Google Places API was developed to streamline address management. Users can enter an address or postal code, select from real-time suggestions, and automatically fill in all relevant address fields. This solution enhances data accuracy, reduces manual input errors, and improves operational efficiency.
A financial services company specialising in personalised finance solutions was experiencing challenges with their data systems. Working in collaboration with a leading provider of HubSpot solutions, renowned for expertise in marketing automation, CRM integration, and tailored financial services, the focus was on optimising data systems for improved efficiency and client satisfaction.
Struggled with inconsistent phone number formats in HubSpot, impacting communication and workflows. Our DevOps team developed a custom HubSpot app to automate phone number formatting, validate inputs, and integrate seamlessly into workflows. This solution reduced manual effort, improved data accuracy, and enhanced communication efficiency. It also scales to support future growth and ensures smooth integration with marketing tools.