The challenge: too many tools, too little alignment
The agency’s sales process lived across multiple disconnected systems. Deals were tracked in Airtable, scheduling happened in Acuity, outreach ran through LinkedIn, and the website operated separately. Each tool worked in isolation, creating data silos that made reporting unreliable and sales forecasting nearly impossible.
Even more pressing, the agency had no clear strategy for using CRM data to support growth. Without automation or standardized reporting, the team struggled to maintain visibility into their pipeline.
The solution: a strategic HubSpot foundation
media junction® began by designing a HubSpot deal pipeline that mirrored the agency’s existing Airtable views, ensuring a smooth transition. Early-stage leads were routed into HubSpot’s prospecting tool, which kept the main deals pipeline uncluttered and easier to manage.
To reduce manual effort, an automation was implemented: whenever a prospect scheduled a meeting via a HubSpot meeting link, a new deal was automatically created. This eliminated the tedious process of manual entry and gave the team confidence their pipeline was always up to date.
The outreach challenge was solved with Hubly, a Chrome extension that synced LinkedIn messages and contacts directly into HubSpot. At the same time, hands-on training gave the team confidence to build their own workflows and manage day-to-day activity without external support.
Finally, strong attention was placed on data governance. Existing spreadsheets were cleaned, reformatted, and imported correctly, giving the team a reliable baseline. Training on HubSpot’s reporting tools helped them track both rep activity and overall pipeline performance.
The outcome: efficiency, visibility, and confidence to scale
- A centralized CRM: Replaced manual tracking and siloed outreach.
- Automations: Reduced administrative work, freeing the sales team to focus on conversations.
- Clean, reliable data: Laid the foundation for accurate reporting.
- Training and adoption: Created an empowered, self-sufficient sales team.
By the end of the engagement, the agency wasn’t just using HubSpot — it was using HubSpot strategically. The new system provided clarity, speed, and confidence, positioning the team for sustainable growth.
Key measurable improvements
| Metric |
Value |
Source |
Confidence |
| Repeat engagement rate |
95% |
Company Profile |
4 |
| Projects delivered |
100+ |
Company Profile |
3 |
| Automation adoption |
Meeting-booked → deal created |
Use Case Study |
5 |
| LinkedIn integration |
Hubly Chrome extension enabled sync |
Use Case Study |
5 |
Why this matters
This project highlights how even a small team can transform its sales process by consolidating scattered tools into a centralized CRM. With the right strategy and training, technology shifts from being a burden to becoming a true growth enabler.
Call to action
If your team is ready to move beyond duct-taped systems and build a scalable HubSpot foundation, media junction® can guide the way.
