Solutions Library

Simple Strat built a two-workflow solution in HubSpot using custom Contact properties to stage Ticket data and bridge it to CSAT survey responses, enabling rep-level attribution and performance reporting.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Simple Strat used HubSpot's External Content Integration to embed a live appraiser map directly into the recruiting dashboard, automatically delivering visual coverage data and performance metrics to the team every week via scheduled email.

Simple Strat designed an automated date normalization system using HubSpot Workflows and Zapier Formatter that standardizes prorated lease dates to the first and last of the month, triggering accurate renewal workflows 90 days out without any manual calculation.

Simple Strat configured HubSpot Datasets to automatically categorize and calculate Net Revenue Retention across new revenue, churn, and expansion, giving a SaaS finance team a live NRR engine inside HubSpot without spreadsheets or external integrations.

Simple Strat connected referral partner Contact records to referred users in HubSpot using association-based workflows and Rollup Properties — giving a SaaS company a live view of which partners drive the most referrals, trials, and revenue without leaving their CRM.

Simple Strat built a dedicated onboarding pipeline using HubSpot's Services object and Deal Line Items, automatically triggering the correct onboarding path based on products sold, giving a SaaS team clean separation between new client setup and ongoing support for the first time.

Simple Strat configured HubSpot Feedback Submissions and automated workflows to trigger post-support surveys with a built-in incentive, pushing email survey response rates from 15% to 23.4% and chat responses from 12.5% to 16% within 30 days.