Real systems we've built
We build HubSpot systems, automate sales operations, and integrate tech stacks that don't talk to each other. Then we stick around to run them. Here's what that looks like.
Legal Services Firm: End-to-End HubSpot + MyCase Integration
Three practice areas (criminal defense, estate planning, personal injury) using disconnected systems. No native integration between HubSpot and MyCase. Manual data entry everywhere. Legal documents sent manually.
Single unified CRM with bidirectional sync between HubSpot and MyCase via Zapier. Automated legal document generation via Portant. Full client journey automated from lead capture through case creation.
Global Leadership Community: Membership + Events Automation
Running memberships and high-end adventure events through manual processes. No integration between HubSpot and Outseta (membership portal). Tier-based pricing varied by event. Billing contacts needed separate payment routing.
Two automated pipelines (memberships + events) in HubSpot. Custom API integration with Outseta. Tier-based Stripe payment link automation. Full lifecycle from application to onboarding without manual touchpoints.
Remote Staffing Company: SDR Sales Automation Stack
SDR team manually routing leads, manually enrolling sequences, no dialer integration. Sales Hub Pro doesn't support auto-enrollment on contact creation. 9 different call dispositions triggering different next steps.
Four-tool sales engine: SalesIntel → HubSpot → Zapier → Nooks. Intelligent round-robin + company-match routing. Auto-enrollment workaround using Zapier. Call disposition automation. 45-day recycle loop for soft-no contacts.
Need something like this built?
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