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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.
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.
Cold Email Setup and
Custom IPAAS Integration
for an Acquisition Firm,
Main Street Legacy Partners
Client
Main Street Legacy Partners
Timeline
2 Months
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HubSpot Subscription
Marketing Hub Starter
Sales Hub Starter
Pabbly Connect
Task
Cold email infrastructure creation and smart data entry through Pabbly Connect
Problem Statement
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Need for Efficient Cold Email Outreach
Main Street Legacy Partners required a robust cold email infrastructure to reach potential acquisition targets and generate leads. -
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Manual Data Entry and Inefficient Lead Management
The company needed to automate data entry and streamline lead management to improve efficiency and reduce manual effort. -
Lack of Integration Between Lead Generation and CRM
Main Street Legacy Partners required a seamless integration between their lead generation efforts and their CRM (HubSpot) to ensure accurate and timely data transfer. -
Need for Efficient Cold Email Outreach
Main Street Legacy Partners required a robust cold email infrastructure to reach potential acquisition targets and generate leads. -
Manual Data Entry and Inefficient Lead Management
The company needed to automate data entry and streamline lead management to improve efficiency and reduce manual effort. -
Lack of Integration Between Lead Generation and CRM
Main Street Legacy Partners required a seamless integration between their lead generation efforts and their CRM (HubSpot) to ensure accurate and timely data transfer.
Our Solution
Cold Email Infrastructure Creation:
Infrastructure Setup
We set up a dedicated cold email infrastructure to ensure deliverability and compliance with email best practices
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Authentication
This involved configuring domain authentication (SPF, DKIM, DMARC) and setting up separate email accounts for cold outreach.
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Tracking and Reporting
We set up tracking and reporting to monitor email performance and optimize campaigns.
Cold Email Infrastructure Creation:
Smart Data Entry Through Pabbly Connect
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IPAAS Integration
We implemented a custom integration using Pabbly Connect to automate data entry from various sources into HubSpot.
Automation
We configured Pabbly Connect to parse data, standardize formats, and automatically update contact records in HubSpot.
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Custom Logic Implementation
We implemented logic within Pabbly Connect to prevent duplicate entries, and to enrich data.
Smart Data Entry Through Pabbly Connect
HubSpot Marketing and Sales Hub Starter Configuration
Configuration
We configured HubSpot Marketing Hub Starter and Sales Hub Starter to support Main Street Legacy Partners' lead management and sales processes.
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Customization
This included setting up custom properties, pipelines, and workflows to track leads and manage deals.
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Process Design
We designed sales processes and streamlined them for MSLP to use.
HubSpot Marketing and Sales Hub Starter Configuration
Results
Efficient Cold Email Outreach
The implemented cold email infrastructure enabled Main Street Legacy Partners to effectively reach potential acquisition targets and generate leads.
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Automated Data Entry and Lead Management
Pabbly Connect integration automated data entry, saving time and reducing manual effort.Lead management was streamlined, with automated lead creation and enrichment within HubSpot.
Enhanced Data Accuracy and Consistency
Automated data entry and integration ensured accurate and consistent data across all platforms.
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