Compliance Company Builds Growth Foundation With HubSpot

The challenge

A global compliance and cybersecurity company found themselves tangled in a messy tech stack. Their marketing ran on Constant Contact, Hootsuite, WordPress, and Gravity Forms, while sales operated in Salesforce—and the two worlds rarely spoke to each other.

The result? A disconnected customer journey, duplicate data, and unclear visibility into leads. To make matters harder, their primary contact had limited time for onboarding. Missed appointments slowed progress, and the team struggled to prioritize what really mattered.

This wasn’t a company lacking expertise—they’re a recognized leader in IT governance, risk, and compliance solutions with clients across industries from healthcare and finance to cloud providers. But even the most sophisticated organizations can hit roadblocks when their systems aren’t aligned.

The solution

The first step was to build a stable foundation. Rather than tackling everything at once, the onboarding consultant focused on critical infrastructure:

• Domain connection: getting emails properly connected and authenticated.
• Salesforce integration: enabling a bi-directional sync so leads could flow seamlessly from HubSpot to Salesforce, ensuring sales had complete visibility.

Knowing time was tight, the consultant shifted the approach: quick, on-call training sessions replaced long workshops, paired with documentation for independent learning. The client was also encouraged to lean on their in-house Salesforce developer for the more technical pieces. This allowed the consultant to provide strategic oversight while progress continued in the background.

An additional breakthrough came when the consultant discovered that Gravity Forms submissions were already being captured in HubSpot. By educating the client on converting to native HubSpot forms, they set the stage for a more streamlined and automated lead capture process.

The results

• Salesforce integration underway: with internal resources aligned, the critical sync between marketing and sales data began moving forward.
• Simplified lead capture: uncovering existing form connections and planning the migration to HubSpot forms provided a clearer, more scalable path.
• A roadmap for the future: instead of scrambling, the client left with an actionable plan: complete the Salesforce integration, streamline forms, and move toward automation and reporting.

Most importantly, this engagement showed how strategic onboarding makes all the difference. By focusing on foundational wins and creating a clear path forward, the client was able to transition from fragmented tools to a more unified system—laying the groundwork for long-term growth.

Why it matters

For companies with complex compliance needs, a disjointed digital ecosystem doesn’t just slow down marketing and sales—it limits growth potential. This case study illustrates that even organizations leading the way in their own industry benefit from guided, strategic implementation.

When time is scarce and the challenges are technical, it’s not about doing everything at once. It’s about doing the right things first—building a foundation that makes every next step easier, more effective, and more impactful.