wflow

A HubSpot Migration That Gave Wflow Full-Funnel Visibility

Wflow.com is a platform that helps companies automate accounting, manage corporate expenses, and simplify financial processes. Through the digitization of administration and integration with existing tools, it makes it easier for teams to keep track of their finances without the usual administrative hurdles.

HubSpot

The Challenge

Wflow approached us with the need to select a new CRM, as their existing Pipedrive was no longer meeting the demands associated with the company's growth. The goal was to:

  • Select a CRM that supports scaling and further development.
  • Connect marketing and sales activities within RevOps.
  • Streamline and unify key processes across teams.
  • Increase visibility across the entire customer journey (lead generation → sales → customer success). 
  • Improve data quality and reporting for better decision-making. 
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The Solution

  • 1. Situation Mapping and Needs Definition

    We mapped the current setup in Pipedrive and, together with the client, specified the requirements for the new CRM, taking into account the planned scaling and automation. Based on this, we prepared a brief and materials for selecting the appropriate solution. 

  • 2. Selecting HubSpot as the Target CRM

    We compared the available options and recommended HubSpot as the most suitable platform for their needs. Subsequently, we prepared a migration plan and data structure to ensure a smooth transition without losing information or connections. 

  • 3. Pipedrive → HubSpot Migration

    We migrated records and settings – contacts, companies, deals, pipelines, automations, and communication history. This also included the transfer and verification of data relationships and basic post-migration validation. 

  • 4. Setting Up Automations in HubSpot Workflows

    We designed and set up automations directly in HubSpot, such as automated emails, internal notifications, and data population across objects.

  • 5. Reporting, Support, and Team Training

    We prepared reporting dashboards for sales, marketing, and management. At the same time, we provided ongoing support, consulting, and training so the team could effectively use and further develop the new CRM. 

The Result

Wflow successfully transitioned to HubSpot CRM and gained a unified environment for managing marketing and sales activities.
Growth marketing

A CRM ready for scaling

Sales automation

Better visibility into processes

CRM Revision and Setup

Alignment of sales and marketing

GA4

High-quality data and clear reporting

Conclusion

The collaboration with Wflow demonstrated the importance of choosing the right CRM and thoughtfully setting up processes right from the growth phase. Thanks to the transition to HubSpot and the gradual fine-tuning of processes, the client now has a solid foundation for further development and better collaboration across marketing, sales, and other teams.

The project confirmed that a combination of a strategic approach, technical implementation, and ongoing support is the key to a long-term, functional CRM solution.
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