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HubSpot, Built to Align.

We turn tangled CRM data into a clean, automated system that marketing, sales, and service actually trust. Structured objects, audit-ready fields, and dashboards that keep revenue ops in sync.

Learn how Ironhide fixes broken CRM logic, automates handoffs, and connects HubSpot to Airtable, SQL, and BI tools—without breaking attribution or reports.

Where HubSpot fits (revenue clarity)

  • Marketing → Sales → Service: full-funnel data flow tracked end-to-end.
  • Unified view: no more duplicate contacts or ghost companies.
  • Automation layer: nurture, renewals, and follow-ups with context.
  • Reporting bridge: sync to Power BI/Tableau for true KPI visibility.

Common pitfalls we fix

  • Duplicate, orphaned, or unlinked records between Contacts/Deals/Companies.
  • Workflows that trigger twice or overwrite key data fields.
  • Unusable attribution—no consistent definitions for MQL/SQL or stages.
  • Disconnected reporting between marketing and sales dashboards.

HubSpot services we deliver

CRM Cleanup & Schema Governance
  • Audit and dedupe across Contacts, Companies, and Deals.
  • Standardize properties, field types, and picklists for reporting.
  • Mapping to external systems (Salesforce, Airtable, SQL).
  • Rules for lead ownership, lifecycle, and source consistency.
Workflow Automation
  • Lifecycle and pipeline automations with fail-safes and alerts.
  • Lead scoring and assignment logic tied to sales SLAs.
  • Renewal, upsell, and NPS sequences that actually fire reliably.
  • Error handling & logging via Slack/Teams or Airtable sync.
Integrations & Data Sync
  • Bidirectional sync with Airtable or SQL warehouse.
  • Zapier/Make automations for notifications, billing, and tickets.
  • Marketing form + landing page data validation & enrichment.
  • Data pipeline design for BI tools (Power BI, Tableau, Snowflake).
Reporting & KPIs
  • HubSpot custom reports and dashboards aligned to exec KPIs.
  • Power BI dashboards blending HubSpot + CRM + finance data.
  • Lifecycle velocity, stage conversion, and revenue attribution tracking.
  • Weekly or monthly automated reporting with snapshots.
Governance & Enablement
  • Role-based permissions and visibility rules.
  • Documentation for fields, automations, and processes.
  • Loom handoffs for admins and frontline users.
  • Ongoing QA plans and change control workflows.

How we work (fast)

  1. Discover — audit CRM data, workflows, and KPIs.
  2. Design — new schema & automation plan aligned to revenue ops.
  3. Rebuild — properties, pipelines, and automations.
  4. Integrate — connect to BI, billing, and service systems.
  5. Enable — Loom training + dashboards that drive action.

Typical outcomes

40–70%

reduction in duplicate or bad records

2–3×

faster sales cycle visibility

↑

workflow reliability & trigger accuracy

1

shared CRM that marketing & sales both trust

Proof it works

“Ironhide re-engineered our HubSpot pipelines and automations. Now our reports actually match revenue—and nobody argues over whose data is right.”

— Director of Growth, SaaS (case study coming soon)