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Client Information
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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.
Lyrebird Health’s HubSpot Transformed
98% Data Accuracy & 70% Less Manual Work
Client
Lyrebird Health
Timeline
6 Months
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HubSpot Subscription
Marketing Hub Professional
Sales Hub Enterprise
Operations Hub Professional
Task
Custom Integrations, Custom Object Creation, Advanced Workflow Automation
Problem Statement
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Need for Custom Integration with Hightouch
- Lyrebird Health required a seamless integration with Hightouch to synchronize customer data in real-time.
- Their existing data flow was disconnected, leading to inconsistencies and inefficiencies.
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Lack of Custom Objects
- Standard HubSpot objects did not accommodate critical healthcare-specific data points such as Health Diagnostics and Subscription Plans.
- They needed a custom-built structure to ensure HIPAA compliance and efficient data management.
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Need for Advanced Custom Workflows
- They required custom-coded automation to handle complex data processing and API calls.
- The absence of segmentation, lead scoring, and lifecycle tracking hindered marketing and sales efficiency.
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Need for Custom Integration with Hightouch
- Lyrebird Health required a seamless integration with Hightouch to synchronize customer data in real-time.
- Their existing data flow was disconnected, leading to inconsistencies and inefficiencies.
-
Lack of Custom Objects
- Standard HubSpot objects did not accommodate critical healthcare-specific data points such as Health Diagnostics and Subscription Plans.
- They needed a custom-built structure to ensure HIPAA compliance and efficient data management.
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Need for Advanced Custom Workflows
- They required custom-coded automation to handle complex data processing and API calls.
- The absence of segmentation, lead scoring, and lifecycle tracking hindered marketing and sales efficiency.
Our Solution
Custom Integration with Hightouch
Custom Data Mapping & Sync
We designed a fully customized integration between Hightouch and HubSpot, ensuring that customer data flows in real time between the platforms.
Real-Time Data Updates
The integration allowed for instant updates on customer records, ensuring that marketing, sales, and customer service teams always had the latest information.
Automated Segmentation & Outreach
With accurate data synchronization, Lyrebird Health could now automate lead segmentation and personalized outreach based on the most recent interactions.
Custom Integration with Hightouch
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Implementation of Custom Objects
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Implementation of Custom Objects
We built custom objects tailored to store critical healthcare data, diagnostics, and subscription plans, ensuring HIPAA compliance and enhanced data security.
Advanced Association Models
Custom objects were structured to seamlessly associate contacts with relevant diagnostics and subscription plans, ensuring a more organized and efficient data flow.
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Optimized Marketing & Sales Insights
These objects provided detailed insights into customer behaviors, allowing tailored marketing strategies and personalized user experiences.
Implementation of Custom Objects
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Advanced Custom Coded Workflows
Automated Data Transformations & Deduplication
We implemented custom-coded actions in HubSpot workflows to clean, standardize, and deduplicate customer data, reducing errors.
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API Calls for External App Connectivity
Lyrebird Health needed their HubSpot system to communicate with external healthcare applications, so we developed automated API calls within workflows.
Lead Scoring & Lifecycle Segmentation
We built a custom lead scoring and segmentation system, allowing automated task allocation, lead rotation, and engagement tracking.
Advanced Custom Coded Workflows
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Results
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Seamless Custom Object Associations
Over 2,000+ contacts were accurately connected to diagnostic data and subscription plans, improving customer tracking and engagement.
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Significant Reduction in Manual Tasks
70% decrease in manual data processing for customer notifications and updates, freeing up time for strategic growth.
Enhanced Data Accuracy & Consistency
98% accuracy in record matching between Hightouch and HubSpot, ensuring a clean, reliable customer database.
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