Streamlining Lead Management for International Freight Shipping with Custom HubSpot Sales Hub Integration

Smartmates provided a customised HubSpot Sales Hub integration for an international logistics company, enhancing lead inquiry handling and improving data accuracy with Gravity Forms.

Efficiently managing lead inquiries is vital for the international freight shipping and logistics industry, where timely and accurate responses can significantly impact client relationships. A prominent logistics company approached Smartmates, a HubSpot certified solutions partner, to develop a seamless integration between their custom web forms and HubSpot Sales Hub. Previously created using Gravity Forms, their web forms required customisation and close collaboration to ensure optimal functionality within the HubSpot ecosystem. Through strategic integration and tailored workflows, Smartmates transformed their lead management process, enabling consistent and efficient data handling.

Challenges in Lead Management and Form Integration

The logistics company encountered several hurdles in managing their web-based lead inquiries:

In-house Limitations with HubSpot Integration

While their in-house developers were proficient in web development, they lacked HubSpot experience, making it challenging to manage custom integrations effectively.

Loss of HubSpot Expertise

The departure of a key staff member familiar with HubSpot created a knowledge gap, making it harder to navigate the platform’s capabilities.

Manual Lead Handling

With no integration, each lead inquiry required manual data entry, increasing the risk of error and leading to slower response times.

Recognising the need for a reliable integration to streamline their lead management, the company sought Smartmates’ expertise in HubSpot customisation.

The Smartmates Solution: Custom HubSpot Sales Hub Integration

To address these needs, Smartmates leveraged HubSpot Sales Hub to implement a custom solution tailored to the logistics company’s requirements:

Customised Object Configuration and Sales Pipeline

We adapted HubSpot’s object structure to align with the complex form data, building a dedicated sales pipeline to guide each form submission through a structured inquiry process.

Gravity Forms Integration with HubSpot

Using custom functions, we developed a seamless integration with Gravity Forms, ensuring data from each submission flowed accurately into HubSpot, maintaining consistency and reducing manual input.

Collaborative Testing and Hypercare Support

Working closely with the company’s in-house developers, we facilitated multiple rounds of meetings and testing sessions to verify data accuracy and address any integration issues. Post-implementation, we provided hypercare support to ensure smooth operation and troubleshoot any potential issues.

Outcome: Efficient Lead Management and Enhanced Data Flow

The custom integration by Smartmates yielded immediate improvements in the company’s lead handling processes:

Improved Response Time

With automated lead entry and tracking, the company could respond to inquiries faster, improving client interactions.

Consistent Data Handling

Automated data flow from Gravity Forms to HubSpot reduced manual errors, ensuring data accuracy across all stages of the sales pipeline.

Streamlined Workflow

The custom pipeline provided a structured process for managing inquiries, enabling the team to focus on high-priority leads and achieve greater efficiency.

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Why Choose Smartmates? Trusted HubSpot Solutions Partner

Smartmates, a certified HubSpot partner, specialises in custom integrations that bridge the gap between web-based systems and the HubSpot platform. With extensive experience in custom solutions and post-implementation support, we ensure that your lead management processes are optimised for speed, accuracy, and efficiency. When you partner with Smartmates, you receive industry-specific expertise and dedicated support tailored to your business needs.

Elevate your logistics company’s lead management and experience the benefits of seamless integration with Smartmates. A partner focused on driving efficiency, accuracy, and growth within your unique industry.

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