Integrations with HubSpot

Incredibly grateful to Martin, Elisa and Darian for their help with two projects this year:

1. HubSpot reconfiguration- Elisa guided us through how to back out of some previous CRM mistakes and how to adopt some of the native HubSpot functionality to maximise our CRM usage. I would go to Elisa with what I thought were complex scenarios and she would have visualised it and built it while I was still trying to explain what I meant. It was an absolute pleasure working with Elisa and absorbing some of her know how. Our CRM just sings now, exactly how we wanted it. I look forward to continuing our reconfiguration into the new year as we tackle

Phase 2. 2. A development project- We were re-platforming our website with another vendor and wanted to introduce some automation into our enrolment process. For this project I worked with Martin and Darian. I will admit to very much doubting Martin when he kept saying 'yep that's possible' as I outlined what we wanted to do. He had no doubt Darian could do everything we wanted and it seemed to good to be true. I wanted an individual to be able to purchase directly on our website, process their transaction on Stripe, pass their information into HubSpot creating/updating the contact, creating a deal, associating it with the correct line item, pass their transaction to our finance system and finally enrol them in the relevant course in our Learning Platform (with various rules for what they could/couldn't access immediately). I am delighted to say, that is exactly what we achieved. In fact we even did more than that and enabled automated enrolment for invoiced customers also. And, better yet all of the above is completed within 3 minutes of purchase. It's incredible. I look forward to working with PYB into the future. I couldn't recommend them more. Lovely team, so nice to deal with, reliable and their enthusiasm for 'what is possible' is infectious. The sky is the limit.

Elisa and Martin (and the rest of the PYB team) have supported us through a complicated data migration to our new HubSpot CRM and with ongoing marketing and sales team training and support to help us get the most out of HubSpot's extensive array of sales and marketing tools. They are always quick to respond, and to follow up, and are endlessly patient, calm and good humoured. Would recommend highly!

PYB was able to enhance the performance of our member portal by creating new capabilities in a smart, efficient, and effective manner! A key feature of our member portal is to provide members access to embedded dashboards / analytics. After the initial build, we realized that we had failed to plan for certain use cases and lacked the technical capabilities to address the gaps in-house. We found PYB on a recommendation from a sister company and could not have been more pleased with the engagement. They asked thoughtful questions and made insightful recommendations while scoping the project; they worked expeditiously and met a very tight deadline; they delivered technical solutions that fully satisfied our requirements on time and under budget. I will continue to use PYB as we identify additional enhancements, and I highly recommend them them to others!!

We just finished our first engagement with PYB and wanted to share this very well earned praise. Firstly, we looked at a number of providers along with PYB and chose them because they were very straightforward and transparent about hitting our needs to onboard in a pretty ambitious timeline. Very easy to work with, they really took the time to interview us and understand the unique nature of our business, so that they could focus on aspects of HubSpot that would be the most relevant. I think this is a big differentiator versus larger firms who take a much more cookie-cutter approach to all clients. From the get go, we got a proposal in fast order which detailed week to week, what was going to happen. They hit those weekly milestones without fail and we even had enough breathing room for Elisa to school us on additional features and any other integrations we were curious about. In short, the team is a pleasure to work with. They are incredibly transparent, down to earth and super responsive on slack. We will be using them for more advanced and adjacent engagements in the future!

After choosing HubSpot as our new marketing automation platform we faced a big challenge migrating our existing data, restructuring it to coincide with a new ERP system, and then learning how to make the most of out of HubSpot. Elisa and Martin were the perfect team to set us on our way with their excellent Marketing Onboarding service. Elisa took on the challenge with enthusiasm and was able to successfully set up our CRM, migrate our data and give us advice on how to get the most out of the platform. Highly recommended!