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Developer Case Study

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Case Study 01

Building Bridge
between HubSpot & Stella Connect with Rest API

1

Project Overview

Client


HubSpot Subscriptions

  • Marketing Hub Pro
  • Operations Hub Pro
  • Sales Hub Pro

Task

Integration of HubSpot with Stella Connect


Timeline

3 Weeks

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Client's Need

PinkCube required a seamless integration between their HubSpot CRM and Stella Connect to enhance their ticket management and review collection processes. Thegoal was to eliminate manual data transfers and improve overall efficiency.

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Problem We Faced

The main challenge was the lack of a native integration between HubSpot and Stella Connect. This gap necessitated manual data transfers, which were prone to errors,delays, and inefficiencies.

Our Solution

To solve this issue, HubXperts developed a custom REST app to act as a bridge between HubSpot CRM and Stella Connect. The app automated data transfer and communication between the two platforms, eliminating the need for manual intervention.

Automated Data Transfer

  • The app triggered workflows in HubSpot whenever a ticket or call was closed.
  • Webhook API calls containing ticket, client, and owner information were sent to our system.
  • Our app processed this data and communicated with the Stella Connect API to initiate review request emails to clients.

Real-Time Synchronization

  • The app conducted automated hourly checks for new responses received by Stella Connect.
  • Upon detecting new responses, the app identified the corresponding tickets in HubSpot and updated them with the response data.

Results

Our custom REST app streamlined PinkCube's ticket management and review collection processes, leading to:

  • Enhanced efficiency and accuracy in handling tickets and reviews.
  • Reduced manual effort and potential errors.
  • Improved customer satisfaction through timely and accurate review collection.

This integration project not only met but exceeded PinkCube's high expectations, demonstrating HubXpert's commitment to delivering top-notch solutions tailored to our clients' unique needs.

Case Study 02

Custom Integration
between HubSpot & Bubble

off

Project Overview

Client


HubSpot Subscriptions

  • Marketing Hub Professional
  • Operations Hub Starter
  • Sales Hub Starter

Task

Sync Bubble website data with HubSpot


Timeline

3 Weeks

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Client's Need

Off-Market Real Estate aimed to streamline their property listing and search request processes. Managing their website on Bubble, they needed a more functional integration with HubSpot to effectively handle property listings and search requests.goal was to eliminate manual data transfers and improve overall efficiency.

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Problem We Faced

The existing integration between HubSpot and Bubble had limited capabilities, creating challenges in automating email notifications and communication processes. Off-Market Real Estate needed a solution to seamlessly integrate their website operations with HubSpot for efficient communication among property listers, search request creators, buyers, and sellers.

Our Solution

To address these challenges, HubXperts collaborated with Off-Market Real Estate to refine their website with custom logic tailored to their specific needs. Leveraging our expertise in HubSpot API integration, we developed a robust solution to seamlessly synchronize data between Bubble and HubSpot.

Automated Data Transfer

  • Whenever a property listing is created, the lister receives an email notification. Additionally, visitors' interactions with the listing trigger email notifications to the lister. When the lister responds to messages, the sender is also notified via email.
  • When a search request is created, property listers matching the criteria receive an email notification. The search request creator also receives an email listing matching properties, providing relevant options.

SMS Notifications

  • Integrated SMS notifications to enhance the email notification process, ensuring timely communication.

Data Synchronization

  • Seamless synchronization of data between Bubble and HubSpot, eliminating manual data transfers and reducing errors.

Results

Our solution improved Off-Market Real Estate's efficiency in managing property listings, search requests, and communications, enhancing overall operational efficiency and customer satisfaction.

This case study demonstrates HubXperts' ability to deliver tailored integration solutions, ensuring seamless operations and improved client outcomes.

Case Study 03

Custom Data Deduplication
with Node.js App

3

Project Overview

Client


HubSpot Subscriptions

  • Marketing Hub Enterprise
  • Operations Hub Pro
  • Sales Hub Pro

Task

Contact and company deduplication


Timeline

2 Weeks

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Client's Need

MobileAction needed to address the issue of numerous duplicate contacts and companies within their HubSpot account. Existing deduplication tools were insufficient, and third-party solutions were cost-prohibitive for managing over 400,000 records.

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Problem We Faced

The volume of duplicate records in MobileAction's HubSpot account posed a significant challenge. HubSpot's native deduplication tools were inadequate, and third-party services were too expensive for MobileAction's extensive data requirements.

Our Solution

To address Mobile's needs, we developed a custom deduplication app using the HubSpot Merge API. This app was designed to identify duplicate records based on the criteria provided by the client and merge them accordingly. By leveraging the capabilities of the HubSpot Merge API, we were able to create a tailored solution that effectively managed Mobile's large dataset without the need for expensive third-party services.

Custom Deduplication App

  • Developed a bespoke deduplication application using the HubSpot Merge API.
  • Designed to identify and merge duplicate records based on MobileAction's criteria.
  • Leveraged the HubSpot Merge API's capabilities to manage MobileAction's large dataset effectively.

Streamlined Deduplication Process

  • Automated identification and merging of duplicate contacts and companies.
  • Improved data accuracy and efficiency, enhancing MobileAction's CRM operations.
  • Provided greater control and flexibility over deduplication efforts, enabling seamless adaptation to changing data needs without excessive costs.

Results

Our deduplication app streamlined the process of identifying and merging duplicates within MobileAction's HubSpot account. By automating this process, we improved data accuracy and efficiency, ultimately enhancing CRM operations and reducing the risk associated with duplicate records.Our solution provided MobileAction with greater control and flexibility over their deduplication efforts, without incurring excessive costs.

Case Study 04

Optimizing Campaigns
with Historical Data

4

Project Overview

Client


HubSpot Subscriptions

  • Marketing Hub Pro
  • Sales Hub Pro
  • Service Hub Starter
  • Operations Hub Enterprise
  • CMS Hub Enterprise

Task

Historical data sync


Timeline

1 Week

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Client's Need

Vestaboard aimed to closely monitor campaign performance and trigger specific workflows based on collected data. They required custom properties to track essential metrics tailored to their specific business needs.

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Problem We Faced

Accessing and organizing historical campaign data for all contacts involved posed a challenge. While HubSpot provided extensive data capabilities, retrieving and organizing historical campaign data through the API presented complexities.

Our Solution

We addressed Vestaboard's needs by leveraging the HubSpot API to comprehensively retrieve historical campaign data. This involved gathering various metrics such as engagement, conversions, and interactions from past campaign activities.

Comprehensive Data Retrieval

  • Leveraging the HubSpot API, we collected historical campaign data, including engagement, conversions, and interactions.

Custom Property Population

  • Meticulously populating HubSpot with relevant data for all campaign-associated contacts ensured Vestaboard had a complete dataset for performance monitoring.

Actionable Insights

  • By harnessing the HubSpot API's capabilities, we provided Vestaboard with actionable insights, empowering informed decision-making and future campaign optimization.

Results

Our solution empowered Vestaboard with actionable insights derived from historical campaign data. They could now make informed decisions, optimize future campaigns, and drive better results for their business.

Case Study 5

Custom Chatbot
with HubSpot Chat API

1

Project Overview

Client


HubSpot Subscriptions

  • Marketing Hub Enterprise
  • Operations Hub Pro
  • Sales Hub Enterprise

Task

HubSpot - Customized Chatbot


Timeline

3 Weeks

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Client's Need

PinkCube, an ecommerce website utilizing HubSpot CRM, aimed to enhance customer interaction by adding logic conditions and delays to their live chatbot. Default chatbot capabilities did not meet their requirements, necessitating a custom solution.

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Problem We Faced

Integrating logic conditions and delays into the HubSpot chatbot, lacking native support for such customizations, was challenging. PinkCube required dynamic interactions and message scheduling based on user behavior and specific criteria.

Our Solution

We devised a solution combining HubSpot's chatbot functionality with custom workflows and code

Chatbot Integration with Workflows

  • Conversations initiated through the chatbot were automatically enrolled in custom workflows.

Custom Workflows and Code Actions

  • Multiple delay triggers and custom code actions were implemented within workflows to introduce logic conditions and delays based on user interactions and specific criteria defined by PinkCube.

Leveraging HubSpot Conversation API

  • Orchestrated necessary logic and message delivery for a seamless and personalized user experience.

Utilizing HUBDB

  • Incorporated dynamic messages to enhance the chatbot's capabilities.

Results

By combining HubSpot's features with custom workflows and code, we successfully enhanced PinkCube's chatbot functionality. This provided them with greater flexibility and control over customer interactions, ultimately improving engagement and satisfaction levels.

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