Client Work
Problems Solved. Systems Built.
Every engagement starts with a real operational problem. Here's what we built — and what changed.
CRM AutomationInsurance·120 employees
Eliminated 15 hours/week of manual CRM data entry
The Problem
The sales team was spending 3+ hours per day copying lead data between their quoting tool, email platform, and HubSpot. Deals were falling through the cracks because follow-ups depended on manual reminders.
What We Built
We built an n8n automation pipeline that captured lead data at the source, enriched it via API, and pushed structured records directly into HubSpot — including deal creation, contact assignment, and follow-up task scheduling. Zero manual entry.
Results
15 hours/week of manual data entry eliminated
Lead-to-contact sync time reduced from 24 hours to under 2 minutes
Follow-up task creation automated for 100% of new leads
Pipeline visibility improved — no more missing deals
Tech Stack
n8nHubSpotREST APIsWebhooks
All engagements
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