Solutions Library

Simple Strat built a rollup property on a custom inventory object to give a construction equipment client a reliable, re-enrollable workflow trigger whenever a deal moves to the sold stage.

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.

Simple Strat configured HubSpot Workflows and multiple deal pipelines to automatically create renewal deals 90 days before End of Service dates and trigger equipment upgrade deals every fourth renewal cycle, replacing a manual spreadsheet process that was missing deadlines and revenue opportunities.

Simple Strat created a dedicated quote builder section directly on HubSpot Deal records and built a custom Quotes template that auto-populates from deal properties, replacing a Word-and-DocuSign workflow with a fully in-platform quoting process that gives every stakeholder real-time visibility.

Simple Strat configured HubSpot Workflows and automated emails to trigger a staged onboarding sequence the moment an employee's status is set to Active, delivering critical information on a paced schedule over the first month to avoid information overload and ensure consistent training delivery.

Simple Strat embedded custom HubSpot CTAs on each ungated content page of a WordPress site, capturing real-time view and click data at the contact level, giving the marketing team visibility into who was engaging with their content and enabling downstream nurture automation, all without adding a gate.

Simple Strat configured HubSpot Journey Analytics Reporting to track each step of an email drip sequence from SQL to booked meeting, segmented by marketing source, giving leadership a live view of conversion rates by email and a calculable forecast of upcoming conversions in each delay period.

Simple Strat configured a bidirectional HubSpot Tickets and Jira integration that automatically pushes new issues to the dev team's Jira board, syncs status changes back to HubSpot, and notifies ticket owners when a Jira issue is closed, giving CX and development teams a single, connected workflow.

Simple Strat built Calculated Properties in HubSpot that automatically compute monthly commission payouts by fund type and schedule incremental disbursements over 36 months, replacing a manual Excel process and consolidating all commission data into a single deal-level view.

Simple Strat built a Zapier-powered system that flags referral leads in one HubSpot portal and automatically creates the corresponding contact and deal record in a partner's portal, triggering instant follow-up workflows on the receiving side and eliminating all manual data entry between companies.

Simple Strat built custom HubSpot Quotes templates that replicated the look and feel of PandaDoc, embedded deal-close automation directly in HubSpot Workflows, and eliminated the Zapier integration that had been creating disruptions, consolidating the entire quoting process into a single platform the team already owned.

Simple Strat configured Custom Properties and HubSpot's Custom Report Builder to automatically tag commissioned services on deal line items and generate accurate vendor commission reports, eliminating the manual deal reviews that were costing the team 20–30 hours every quarter.

Simple Strat configured HubSpot Feedback Surveys and Workflows to automatically send a satisfaction survey every time a client meeting is marked as completed, giving a marketing agency a structured, hands-off system for capturing client sentiment after every onboarding, delivery, and success call.

Simple Strat built a HubSpot Operations Hub workflow that detects each contact's time zone, formats meeting times accordingly using a custom datetimeformat formula, and delivers branded event reminders in the attendee's local time.

Simple Strat used HubSpot Custom Events and JavaScript to track individual content downloads on a HubDB-powered gated content page, eliminating the need for manual setup each time new content is published.

Simple Strat applied campaign-based association labels in HubSpot, giving a financial services client one repeatable report for invited, registered, and attended counts across every in-person event.