Revolutionizing Integration

How a Customized HubSpot - STAR Integration increased growth for HBK

Before engaging Mole Street, HBK faced challenges with its existing integration between HubSpot and STAR. The manual processes and lack of synchronization led to inefficiencies, duplicate data entry, and poor user adoption.

HBK recognized the need for a more robust and automated solution to align its sales and operations teams effectively.

In addition to grappling with technical integration hurdles, inefficient sales processes inundated the outreach teams, leading to misalignment across the organization.

Despite having access to HubSpot’s comprehensive Sales Enterprise suite, the rudimentary integration and sub-optimal sales processes prevented HBK from maximizing the potential of both HubSpot and their practice management software. Ultimately, achieving widespread and seamless adoption of their technology stack would never be possible until the integration and sales process issues were taken head-on.

Solution

Technical HubSpot Consulting

Mole Street proposed a comprehensive solution to overhaul HBK's CRM workflow. By creating a custom integration solution tailored to HBK's specific needs, Mole Street aimed to eliminate manual tasks, improve data accuracy, and enhance overall efficiency.

Consolidating multiple HubSpot deals into a unified job structure
Implementing automated data validation and synchronization processes
Developing custom HubSpot CRM cards and forms for seamless data entry
Establishing scheduled workflows for ongoing data maintenance and updates

Hear From Our Team

"HBK is a great example of why integrations need to be process-led."

While there was an existing bidirectional integration between HubSpot & STAR, it didn't align how HBK actually sold and resourced projects. This meant that necessary checks and balances were missing, and led to unreliable and low integrity data between systems. Having a process-led integration ensures the correct guardrails are in place to support the revenue operations of HBK's business, while still enabling the teams that use both tools.