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HubSpot Data Integration
A HubSpot–Arrivy integration built to surface key operational and appointment metrics directly within the CRM. The integration syncs appointment data to enable reporting on KPIs such as outcomes, close rates, and production performance.
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Gross Profit Margins
A gross profit margin tracking system built in HubSpot using a custom Bills object and a series of rollup and calculated properties. The setup automatically calculates material costs, labor costs, and overall gross profit at the deal level.
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Automated Time Off Request
An automated time-off request system built in HubSpot to replace manual PTO tracking and approvals. Behind the scenes, Zapier workflows handle PTO calculations, manage overlapping requests, add the dates to a calendar, and streamline the entire process.
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QBO x HubSpot
A repair and stabilization of the HubSpot–QuickBooks Online integration to restore accurate syncing between customer, invoice, and deal data. The project involved reverse engineering and resolved broken mappings, fixed sync errors, and improved reliability across financial workflows.
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Deal Pipeline Implementation
A commercial deal pipeline implementation built to streamline how opportunities move from initial inquiry to close. The pipeline includes clearly defined stages, automation, and supporting properties to ensure deals are tracked consistently.
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HubSpot Audit
A comprehensive HubSpot audit covering properties, workflows, reports, user setup, and overall system structure. The project identified gaps, redundancies, and optimization opportunities, and included the creation of a standardized naming convention.
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Phone AI Agent
A Phone AI Agent built to handle overflow and after-hours calls as part of a larger phone system upgrade. Each AI-handled call automatically creates a HubSpot task for the contact owner and triggers a Teams notification, ensuring nothing slips through the cracks.
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Docusign x HubSpot
A HubSpot–DocuSign integration built to streamline contract tracking and improve visibility across teams. Using HubSpot’s native connector, the setup syncs real-time signature statuses directly into CRM records.
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