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Project Overview
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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.
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.
Formatted Phone Number Using Our
Hubspot App
Company
Name Can’t be Disclosed
Timeline
Retainer
Hubspot Subscription
Phone Number Format
Task
Using our custom HubSpot app, now formats phone numbers efficiently, ensuring consistency and improving customer outreach.
Problem Statement
-
Inconsistent Phone Number Formats
The client was dealing with inconsistently formatted phone numbers in their HubSpot CRM, causing challenges in communication and automation workflows. -
Manual Workload
The team spent significant time manually standardizing phone numbers, leading to inefficiencies. -
Data Integrity Issues
Incorrect formatting impacted their ability to integrate with third-party tools and marketing systems, affecting outreach efforts.
-
Inconsistent Phone Number Formats
The client was dealing with inconsistently formatted phone numbers in their HubSpot CRM, causing challenges in communication and automation workflows. -
Manual Workload
The team spent significant time manually standardizing phone numbers, leading to inefficiencies. -
Data Integrity Issues
Incorrect formatting impacted their ability to integrate with third-party tools and marketing systems, affecting outreach efforts.
Our Solution
Custom Phone Number Formatting App
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Automated Formatting
Developed a custom HubSpot app that automatically standardizes phone numbers into a consistent international format.
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Country Code Recognition
The app supports both country names and short codes to ensure accurate phone number recognition.
Data Integrity
By cleaning and validating phone number inputs, the app ensures accurate, reliable phone data in HubSpot.
Custom Phone Number Formatting App
Real-Time Processing and Automation
Workflow Integration
Integrated the app into HubSpot workflows, ensuring real-time phone number formatting during data entry.
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Automated Data Update
Automated the process of reformatting existing phone numbers in the CRM to ensure consistency.
Efficiency Boost
The automation reduced manual work, making the process more efficient and less error-prone.
Real-Time Processing and Automation
User-Friendly Configuration Options
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Easy Setup
Provided a user-friendly configuration panel to adjust formats, country codes, and validation rules.
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Regional Customization
Allowed easy adjustments to match regional preferences and evolving requirements.
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Scalability
The solution was designed to scale, supporting growth into new markets without manual intervention.
User-Friendly Configuration Options
Results
Improved Communication Efficiency
With standardized phone numbers, The client saw significant improvements in client communication through calls and SMS campaigns.
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Time Savings for the Team
Automating phone number formatting saved hours of manual data entry, allowing the team to focus on more strategic tasks.
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Scalability for Future Growth
The solution supports The client's expansion into new markets, maintaining data consistency and scalability without additional manual effort.
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The project aimed to address challenges related to fragmented file management, manual processes, and limited HubSpot integration. Files and folders were previously stored externally, causing inefficiencies in accessing and organizing data. Manual steps in file management slowed productivity, and existing tools lacked direct integration between HubSpot and Azure. This led to the creation of a custom HubSpot card that seamlessly integrated Azure file storage, enabling efficient file uploading, folder creation, and real-time data synchronization, enhancing overall workflow efficiency.
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