Track the Why Behind Every Opt-In and Opt-Out
Simple Strat built a HubSpot workflow system that automatically stamps the date and source onto contact records at the moment of every subscription or unsubscribe event, turning raw opt-in behavior into reportable data the team can actually act on.
Equipment Lifecycle Management Made Easy
Simple Strat configured HubSpot's Listings object as a custom equipment record, building associations to Company, Deal, and Contact records so a manufacturing team could track serial numbers, payoff dates, and service history entirely within HubSpot.
Easily Bring Data from HubSpot into Google Sheets
Simple Strat built a HubSpot workflow integration that automatically pushes deal data into Google Sheets every time a record is updated, giving leadership a live, formula-driven report of tours, memberships, and deals won.
Automating Spanish Translations for Clearer Client Communication
Simple Strat built a Smart Content solution inside HubSpot that automatically delivers Spanish-language email content to contacts segmented by a custom language property, removing the need for separate email versions or manual translation workflows.
From Equipment Records to Revenue Triggers
Simple Strat built HubSpot workflows on top of the Listings object that automatically alert sales and service teams when a customer's equipment hits a payoff or service milestone, turning asset data into a repeatable upsell motion.
Designing a Capacity-Based Deal Distribution Model
Simple Strat configured a capacity-based deal routing system in HubSpot using custom user properties and workflow automation, ensuring inbound deals are assigned based on rep availability rather than round-robin defaults.
Turning Web Activity into Sales Conversations
Simple Strat embedded custom multi-object reports directly on Company records in HubSpot, giving sales reps real-time visibility into account-level web activity and product research without leaving their CRM workflow.
470 Leads Qualified Automatically in HubSpot with Zero Manual Research
Simple Strat built a lead qualification agent inside HubSpot using Breeze Studio and workflow automation, processing inbound contacts against scoring criteria and writing structured qualification notes directly to each contact record.
Turning a Broken Salesforce Sync Into a Structured Referral System
Simple Strat built a HubSpot Custom Object architecture with calculated referral URL properties to give a healthcare client clean, trackable referral data across their HubSpot-Salesforce integration.