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.
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 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.
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.
Driving Sales with Equipment Lifecycle Visibility
Simple Strat repurposed HubSpot's Listings object into a live equipment and asset tracking system, associating every unit to its customer record with ship dates, service intervals, and payoff timelines built in.
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.
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.
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.