The Challenges

The pathivy’s reliance on a fragmented tech stack—centered around Pipedrive and supplemented by multiple third-party tools—led to rising costs, workflow disruptions, and a lack of technical control. Automation heavily depended on Zapier, which frequently failed and required troubleshooting the team couldn't support in-house. This complexity hindered operational efficiency and limited collaboration between sales and marketing.

Solutions

To streamline operations, the client transitioned to a unified CRM system with HubSpot. The move eliminated unreliable external tools, reduced costs, and enabled better alignment and productivity across teams within a single platform.

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Unified CRM:

Centralized all customer data, communication, and automation within HubSpot, enabling streamlined processes and eliminating data silos across teams.


 

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Increased Sales Operation Efficiency:

Improved deal tracking, lead management, and reporting through automated workflows and standardized processes, reducing time spent on manual tasks.


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Consolidated Tech Stack with Built-in Functionality:

Replaced multiple external tools like Zapier with native HubSpot functionalities, resulting in lower costs, fewer points of failure, and easier system maintenance.


99 %
sync accuracy post-migration, ensuring real-time, reliable data flow.

95 %
HubSpot usage across sales, marketing, and operations for better collaboration.

50 %
cost reduction by using HubSpot’s native automation and integration.

The Result

Success Story Shaped by Straight Growth.

01.

Reduced operational costs by eliminating multiple third-party integrations:

Streamlined the tech stack by removing tools like Zapier and GoDaddy integrations, cutting software expenses and reducing maintenance overhead.

02.

Enhanced workflow reliability with native HubSpot automations:

Replaced fragile, failure-prone automations with robust, built-in HubSpot workflows, resulting in more stable and predictable processes.

03.

Improved collaboration between sales and marketing teams:

Centralized data and activities in a shared platform, enabling better alignment, visibility, and coordination between departments.

04.

Established a scalable CRM infrastructure aligned with the client's growth objectives:

Built a future-ready system in HubSpot that can support increasing customer volumes, new team members, and evolving business processes without technical friction.

Interested in achieving similar success?

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