HubSpot Advanced CRM Customizations & Automation Suite

Challenge

Improve marketing team productivity and campaign personalization by streamlining repetitive tasks, enhancing CRM data utilization, and automating key marketing workflows within HubSpot.

Action

Designed and actively implemented advanced CRM customizations including programmable email modules for dynamic content, custom objects for nuanced data management, custom workflow actions (e.g., phone formatting, name capitalization), and API-based reporting solutions (e.g., 'Meetings by Community' reports).

Results

• Boosted marketing productivity by 15% (measured by campaign efficiency).
• Optimized marketing team time by 10% via automation (e.g., inventory pricing emails).
• Streamlined designer workflows and improved overall marketing team output.
• Achieved $700/month savings from automated phone formatting workflows.

Key Features

• HubSpot custom objects for advanced data modeling
• Custom-coded programmable email modules
• Automated workflows for marketing and data tasks
• API-based custom reporting solutions

Skills