CRM, MarTech & RevOps
Your CRM is a database of broken workflows your sales team does not trust.
HubSpot to Salesforce sync that drops records. Renewal logic that rewrites closed-won history. Multi-portal chaos with no master company ID. We rebuild the architecture so the data is clean, connected, and finally trusted.
Who this is for.
You own a stack that spans HubSpot and Salesforce, often multiple portals after an acquisition, and the data no longer holds together. You are the sales or RevOps leader who needs the numbers to reconcile before the next board review.
Forms do not pass source, owner, or lifecycle. Sync gaps and race conditions corrupt closed-won history. Events never mirror into Salesforce campaigns, so attribution falls apart. Sales has quietly stopped trusting the data. You do not need another admin. You need the seams fixed and kept fixed.
What we do.
Six connected capabilities, from first implementation through the integrations and reporting that make the data defensible. Start anywhere; we sequence the rest around your real sales process.
HubSpot implementation and onboarding
HubSpot built on your real sales process, not a generic template, so pipeline stages, properties, and routing match how your team actually sells.
Learn moreHubSpot apps, CRM cards and integrations
Private apps, CRM cards, and Vercel-hosted microservices that do the custom logic native workflows cannot, surfaced where reps already work.
Learn moreIntegration and migration
HubSpot to Salesforce sync and CRM migrations with historical backfill, so you connect systems and move data without breaking closed-won history.
Learn moreMarketing automation and lifecycle email
Lifecycle programs and nurture in HubSpot and Marketo, wired to lead scoring and routing so the right contact reaches the right rep at the right time.
Learn moreRevOps: lifecycle, attribution and reporting
Lifecycle logic, attribution, and dashboards that reconcile from first touch to closed deal, so marketing's revenue contribution is finally defensible.
Learn moreEnablement and managed services
Documentation, training, and ongoing operation by the same senior team, so the system stays clean and maintainable instead of becoming unowned tech debt.
Learn moreImplement, connect, then prove it.
We build HubSpot on your real sales process, connect it to the rest of your stack, then make the numbers reconcile.
Step 01
Implement
HubSpot built on how your team actually sells: pipeline stages, properties, routing, and lifecycle that match your real process, not a generic template.
Step 02
Connect
HubSpot to Salesforce sync, custom apps, and integrations with historical backfill, so data moves between systems without breaking closed-won history.
Step 03
Prove it
Lifecycle, attribution, and dashboards that reconcile from first touch to closed deal, so marketing and sales finally trust the same number.
Where this sits in your business.
A custom HubSpot app that fixed attribution at the source.
For a B2B SaaS company, we built a custom HubSpot app that synced marketing events into Salesforce with historical backfill and ROI reporting, so campaign influence finally reconciled across both systems. A separate engagement shipped a multi-portal HubSpot Multi-Account Management build through a global services firm's IT-security review, with custom line-item logic replacing brittle workflows.
Questions, answered.
- Yes. We migrate with historical backfill and build the custom logic that native workflows cannot, then reconcile the dashboards so closed-won and renewal data stay intact through the cutover.
What to look at next.
Integration and migration
HubSpot to Salesforce sync and CRM migrations with historical backfill that preserve closed-won history.
Continue Related serviceRevOps: lifecycle, attribution and reporting
Dashboards and attribution that reconcile from first touch to closed deal.
Continue For your roleFor sales and RevOps leaders
How we untangle multi-portal HubSpot and give sales data it can trust.
Continue Case studySee how we proved it
A custom HubSpot to Salesforce app with backfill and ROI reporting, in context.
Continue Free auditGet your free audit
We scope the seams costing you trust in the data, then sequence the fix.
ContinueCRM, MarTech and RevOps
Find out exactly where your CRM is leaking pipeline.
Get a free audit of your CRM, integrations, and attribution. We surface the broken form routing, the messy HubSpot, and the sync gaps, then show you what it takes to fix them.