Automated Dreams

Driving Efficiency Through Automation and Tech Stack Integration

How We Improved a Real Estate Firm’s Operations With Tailored HubSpot Onboarding and Implementation Processes

Client Overview

The client is a residential brokerage division of one of Massachusetts’s fastest-growing real estate firms with several offices throughout the Greater Boston area. They came to us looking to learn and start building marketing campaigns in HubSpot.

Real Estate



Company Size

14 offices

About the Case

They found that the way they were doing automations and marketing campaigns, in general, was cumbersome since they weren’t able to connect their tools seamlessly.

What We Did:

  • By tailoring HubSpot to match their specific needs and preferences, we enabled them to utilize the platform in a manner that felt expertly designed for their business processes.
  • With collaboration and a strategic approach, the client gained operational efficiency, accelerated campaign executions, and a solid foundation for further expansion using HubSpot.
  • Their transition was seamless, and they are now well-equipped to explore more advanced features, ensuring the continuous growth of their sales efforts.
  • Our successful partnership with them demonstrates the effectiveness of our tailored approach and the power of HubSpot as a versatile marketing solution.


The client was using Salesforce as a CRM, completely accustomed to how that tool works. They were also working with ActiveCampaigns and other automation tools. 

They found that the way they were doing automations and marketing campaigns, in general, was cumbersome since they weren’t able to connect their tools seamlessly. 

They wanted to migrate their CRM and Sales systems to HubSpot while keeping Salesforce to comply with the needs of their parent company.

So, they needed to create a system to onboard their Sales Team to HubSpot, put all needed systems in place, and integrate with Salesforce to keep the two platforms up-to-date.

Our Approach

Being a Hubspot Accredited Partner,  one of our service offerings, the HubSpot Onboarding Package, is tailor-made for these types of challenges. 

We met with their team to discuss the details of the onboarding process and integration with HubSpot. We went through a large number of their current processes at the time and began to design how to implement them (and improve them) on HubSpot.

After that initial meeting, we started working on the implementation. By using our documentation methodology, we were able to extract a lot of information easily and without putting pressure on their team. We also scheduled weekly meetings to be sure that we were in sync and understood their needs.

Solution Implemented

First, we gathered all the information needed to implement an initial contact and object migration, moving everything they would need to have in Hubspot without changing any external system.

Thereafter, we created some specific campaigns and automations that we knew they needed to have in place before starting to use Hubspot. This way, when their first users started to work with the new tool, they knew their way around it right away.

Since we met periodically during implementation, we were able to solve any doubts and make small modifications to the original plan, ensuring that everything was as relevant and useful as possible.

Recognizing their need for self-paced learning, we provided comprehensive resources including manuals, playbooks, and self-paced training videos. These resources empowered their team to continue learning and exploring the platform’s functionalities at their own pace.

Finally, we set up a Salesforce integration with Hubspot that allows both tools to feed information reciprocally. This was important for the client since it enabled them to separate their operations from their parent company’s system without losing information or having to manually update both systems at the same time.


In 2 months, the client had a complete system implementation ready for use and tailored to their needs. Contacts were successfully imported without muddling information and synced to Salesforce.

Campaigns, Automations, Sales funnels, and other tools and processes were implemented for the client, helping them operate in the way they needed. Most of those tools were complete overhauls to the manual processes they had before migrating to HubSpot.

We also delivered a library of documentation and videos to help them onboard any new team member to the system. We shared the recordings from our meetings with them to review details and decisions, and of course, they have the full HubSpot documentation at their disposal.

What they had to say about our services.

Quote Automated Dreams
“Thought Vince was extremely knowledgable and helpful. I was very appreciative of the team’s flexibility and extra time when we had questions. They were very patient. Liked Teamwork platform.”
Client’s Project Lead
If you are finding it difficult to connect your tools seamlessly or struggling with cumbersome automation and marketing campaign processes, we’d love to help. We are a top 50 accredited HubSpot CRM Onboarding and Implementation firm.

We’ve helped this client and other enterprise firms migrate their CRM and Sales systems to HubSpot while integrating other third-party tools without overhauling their entire operations or processes.

 We can help you too! Let’s discuss how we can create a system to onboard your Sales and Marketing Team to HubSpot and put all needed systems in place. Schedule a free call with us today.