Case studies — EarlyRev

The challenge

A Better Business Bureau federation ran its sales and operations on a legacy ERP and CRM with no public API. Because it could not connect to modern tools, departments were stuck in outdated software and manual work, and they needed to move to HubSpot without losing the system of record the organization depended on.

What we did

We built custom middleware for a two-way sync between their legacy ERP and HubSpot, migrated millions of records, and kept both systems syncing at 100,000+ records per hour across Sales Hub and Marketing Hub. Alongside the technical build, we designed their HubSpot data model and pipelines and trained 40+ sales reps and staff across departments.

The result

The entire sales team moved onto HubSpot while keeping the legacy system intact, eliminating thousands of hours of manual work and cutting ramp time for new reps.

The challenge

Interstaff, a healthcare recruiting firm in Austin, was running on an older HubSpot setup that did not match how their team actually sold and marketed. Their pipelines did not fit their process, they had no reliable way to rank leads, and their marketing outreach could not scale.

What we did

We rebuilt their setup across Sales Hub and Marketing Hub with new pipelines, a lead scoring model, and audience segments. We also built automated workflows for their marketing emails and nurture sequences, and set up the sales team to prospect and dial directly inside HubSpot with every call logged to the record.

The result

Reps now work and call from HubSpot every day as their system of record, automated campaigns run at scale with open and click-through rates above industry benchmarks, and the partnership has run for more than 12 months.

The challenge

Owner 1st, a small business brokerage in Austin, had no standard process for running deals in one place. Sourcing buyers and sellers, managing each deal to close, and sending opportunities out to prospective buyers all ran on manual, separate steps that capped how many deals the team could handle at once.

What we did

We set up HubSpot from the ground up and built their deal system on top of it, with custom pipelines and workflow automations for buyer and seller acquisition, deal management, and multi-channel deal distribution. We also connected Make for cross-platform automation and tied in Instantly and lemlist so outbound deal outreach stays synced with the CRM.

The result

Their entire revenue and sales operation runs on HubSpot as a single system of record, and the brokerage closes multiple M&A deals every month after more than 2 years working together.

The challenge

Button ran its revenue operations across two separate systems, Salesforce and NetSuite. Customer and account records overlapped and duplicated across both platforms, leaving reps working from conflicting data with no single source of truth.

What we did

We designed and built MuleSoft integration flows that sync customer and account records between Salesforce and NetSuite in real time, in both directions. We mapped a wide set of fields, properties, and metadata so reps can read and update records in either system knowing the rest of the team sees the same thing.

The result

Delivered in 3 months, the two-way sync removed duplicate and conflicting records and put a 20+ person sales team of account executives and SDRs on the same real-time data.