HubSpot Pipeline & Zapier Setup
PROJECT SUMMARY
Refined and automated the sales pipeline for a Georgia-based Medicaid home-care agency using their existing four-seat HubSpot account. The HubSpot pipeline automation project aligned deal stages with real-world intake and onboarding steps while connecting ancillary apps through Zapier. It was built to help the agency's team move faster with fewer manual handoffs.
The agency's HubSpot foundation was in place, but pipeline stages didn't reflect actual intake and onboarding workflows, and client, prospect, and referral-partner data still needed cleanup and migration. Without proper automation and app syncing, deals risked stalling and records could fall out of sync across systems.
The HubSpot pipeline was restructured to mirror real intake and onboarding stages, with cleaned client and referral-partner data migrated into the correct deal positions. Email sequences, task reminders, and lead-scoring automations were configured to trigger at the right pipeline moments, while Zapier integrations synced ancillary apps bidirectionally without creating duplicate records.
Deals now progress smoothly through clearly defined pipeline stages with historical data correctly reflected across contact, company, and deal records. Automated emails, task reminders, and lead scoring fire reliably, and Zapier logs confirm accurate two-way data transfer between connected apps. The client gained a faster, more reliable sales process with significantly reduced manual tracking.
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