Padtec - Innovative HubSpot customizations

The first step of the project was to migrate the opportunities (deals + client companies) from their on-premise obsolete system.

The old system had an ID generator that had been creating unique identifiers for over 15 years. The same pattern it used needed to be reproduced in HubSpot for the project to be possible.

Projects have dozens of components. The proposal is built initially in spreadsheets, and are later registered to HubSpot.

Due to the number of items, the work became extremely slow.

Padtec's client companies are segmented by country and their branches. Thus, we could not use automatic assotiation between a contact and company email, since each company is created and verified by a few authorized colaborators.

A Dropdown List (property) was created so client companies could be segmented correctly.

For each newly added company, an option on the list must be automatically selected.

The unique company ID (URL) could not be used for manual retroactive imports, because the number of branches in the database made it impossible to associate companies with deals.

Because we were dealing with several customizations, we created a set of aplications with distinct, specific functions to fulfill our client's needs.

Below, we have listed each one.

For each new deal, our solution generates an ID within the desired parameters: the current year + incremental counter.

The current year changes automatically, and an aditional automation formats the deal's name according to the formula: company | ID | project name

Because several branches shared the same main domain, the list of client companies needs to be restricted and segmented.

Our solution automatically adds an item to a Dropdown List while checking for duplicate items.

The proposals are developed in spreadsheets to then be migrated into HubSpot.

When projects have dozens of items (part numbers), registering an item twice, on the spreadsheet then into the CRM, becomes a lot of duplicated work.

Our solution is a button (CRM Extension) that allows for direct uploads from the spreadsheet, where part numbers are turned into line items with all the data selected by the team in just a few seconds.

To associate companies and deals, an "associator" was created. It relates data between objects through a common token.

Thus, it was possible to associate the companies and deals correctly among all the data in the database.

Data-driven operation with more fluidity

Such a successful project has inspired daily insights from our team. Our colaborators are brainstorming deeper integrations with ERPs and external requisitions, such as government agencies.

We are proud of our work and our role implementing technology, helping companies modernize and humanize by minimizing the repetitive work asked of their colaborators.