Separate the records and organize sales follow-up
- Client
- Century Systems
- Year
- 2026
- Service
- HubSpot CRM
An account containing several operations made Century’s sales work difficult to separate. The migration organized its records for the team’s follow-up.
We mapped inquiry details and attribution to lead fields and the pipeline, preserving that context through the sales process.
- Scope
- HubSpot CRM
- Technology
- HubSpot
From the form to sales follow-up
The landing page form needed to deliver inquiries to the CRM with the right details. We fixed the integration and mapped incoming data to the fields the team uses for follow-up.
Training accompanied the record migration so the team could continue working with its information.
Dedicated records and inquiries connected to follow-up.
- Data
- Record migration
- Team
- Training
- Inquiries
- Form and pipeline
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