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Project Overview
HubSpot Services
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Hubspot Onboarding
Seamless setup and introduction to HubSpot for effective business use.
Service Hub Implementation
Implement HubSpot Service Hub for efficient customer support management.
Hubspot Integration
Integrate HubSpot with your existing systems for seamless workflows.
HubSpot for Bangladesh
HubSpot solutions tailored to the needs of Bangladeshi businesses.
Products
Digital Services
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UI/UX Design
Design user-friendly and visually appealing websites that engage visitors.
Odoo ERP Implementation
Optimize workflows, boost efficiency, and enhance productivity with Odoo ERP.
HubSpot – Custom Integration & Data Synchronisation for
a Finance Solutions Provider
Company
Name Can’t be Disclosed
Timeline
2 Weeks
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Hubspot Subscription
Sales Hub Professional
Operations Hub Enterprise
Task
Acting as a white-label partner, we supported in optimising data processing. We fixed and enhanced their Redflag integration in HubSpot, ensuring smooth data flow and efficient client management.
Problem Statement
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Inconsistent Data Synchronisation
Client records in HubSpot were not consistently updated from form submissions. -
Redundant Notifications
Inefficient workflows led to repeated alerts, cluttering team inboxes and reducing productivity. -
Disorganized Tracking and Categorization
A lack of clear tracking hindered effective client management, making it challenging to organise and prioritise form submissions.
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Inconsistent Data Synchronisation
Client records in HubSpot were not consistently updated from form submissions. -
Redundant Notifications
Inefficient workflows led to repeated alerts, cluttering team inboxes and reducing productivity. -
Disorganized Tracking and Categorization
A lack of clear tracking hindered effective client management, making it challenging to organise and prioritise form submissions.
Our Solution
Optimizing Data Synchronization and Integration
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Identifying Core Integration Issues
We identified core integration issues between Redflag and HubSpot that caused data discrepancies and sync failures.
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Re-mapping and Optimizing the Integration Process
Our team re-mapped and optimized the integration process, configuring custom properties in HubSpot to ensure smooth and accurate data flow.
Ensuring Seamless Data Flow
As a result, client form submissions from Redflag now updated seamlessly in HubSpot, eradicating duplicate entries and ensuring data integrity.
Optimizing Data Synchronization and Integration
Streamlining Workflows and Customizing Notifications
Assessing Inefficient Workflows
We assessed the existing workflows in HubSpot and found that redundant notifications were overwhelming the team’s inbox and causing inefficiencies.
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Customizing HubSpot Workflows
To solve this, we customized HubSpot workflows to prevent duplicate alerts and organized communication by submission stage.
Enhancing Communication Efficiency
This allowed the team to manage communications more effectively, leading to smoother client interactions and enhanced team productivity.
Streamlining Workflows and Customizing Notifications
Implementing Consistent Tracking and Naming Conventions
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Identifying Tracking Inconsistencies
We observed that tracking client form submissions lacked consistency, making it difficult for the team to assess the progress of each lead.
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Standardizing Naming Conventions
To address this, we implemented standardized naming conventions for form submissions, ensuring every submission was easily identifiable by source and purpose.
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Improving Client Journey Tracking
This improvement led to more efficient client journey tracking, providing better clarity and streamlining the process for the Millbrook team.
Implementing Consistent Tracking and Naming Conventions
Results
Reliable Data Synchronisation
Integration issues were resolved, ensuring that 100% of submissions updated accurately in HubSpot.
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Streamlined Workflows
Communication processes became more efficient through customised workflows, reducing clutter and enhancing client management.
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Improved Tracking and Clarity
Naming conventions provided instant visibility into submission sources and stages, supporting effective client journey tracking.
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