Automation Tool case studies

We merged two HubSpot accounts into a single operational system without interrupting lead generation. Websites, landing pages, and forms were migrated, the lead-capture and automation logic was preserved, duplicates were removed, and the parallel CRM setup was retired.

An automated data flow from HubSpot to Orange that cuts manual work for the sales team and shortens the path from a closed deal to a paid invoice.

A connector that pushes the product catalog and quotes from Odoo into HubSpot for sales analytics, and automatically sends the full deal package back from HubSpot into Odoo the moment a deal is won.

Manual website checks are gone. HubSpot now detects whether a site runs on WordPress the moment a record is created or its URL changes, marks the verification status, and feeds the result straight into segmentation, routing, and automation.

We automated the flow from a Calendly booking → HubSpot data → an Outlook calendar event → a personalized email with the right attachments. Managers no longer handle any of it by hand — and the client stopped paying for advanced HubSpot email features.