A co-working operator that moved millions of data points to HubSpot, and gave marketing and sales one shared system

A UK operator of co-working and flexible office space.

Real Estate & Flexible WorkspacesCRM migrationData clean upReporting

19,586deals matched one by one between their own tracking and HubSpot

Millionsof data points moved into HubSpot, with every integration connected

1broken sync found and fixed, after it stopped without warning

Sound familiar?Your reports don't match your own tracking, and you only find out a sync has broken when the numbers look wrong.

The situation

A big move, then numbers that didn't add up

The business moved to HubSpot with millions of data points and several integrations. Their old CRM had logged everything as a deal, and one person could have several records, one for each form they filled in. The data was a mess, the percentages were all wrong, and prioritizing leads was close to impossible. Later, their own tracking didn't match HubSpot. Dates were stored as text or read wrong, some IDs appeared twice, and deal details like price and desks were missing for reasons nobody could see.

What we did

Moved it, matched every row, then found the cause

Moved the CRM to HubSpot

Millions of data points and the integrations around them.

Made the numbers add up

Their own tracking and HubSpot now agree deal for deal, with webhooks connecting HubSpot to their other systems, so reporting can finally be trusted.

Made the data reliable

Dates, duplicates and missing deal details fixed at the source, so every report and every AI answer starts from data the team can trust.

Found the broken sync

A Make sync had stopped without warning. Fixed it and filled the gaps.

Automated broker emails

Each broker gets an email tailored to their deal, with the right details, without anyone sending it by hand.

What changed

Before and after

Before

Sheet and CRM disagreed
Broken dates
Blank deal details
A sync failing unnoticed

After

Numbers that match HubSpot
Clean dates
Deal details filled in
The sync working and checked

The result

Reporting the team can trust

Their tracking and HubSpot now agree, and the missing deal details are back. With the data and structure this strong, the team now runs its reporting through Claude.

"It was a complex and time sensitive project, with millions of data points to migrate and a bunch of different integrations, and Alyssa was at the heart of its success."

J. FisherCCO

What this means for you

Why it matters

Numbers leadership can trust. When the CRM and the team's own tracking agree deal for deal, decisions are made on facts, and errors are caught before they cost money.

TrustReporting that matches, deal for deal.

TransparencyMissing data shows up instead of hiding.

ConnectedSystems linked, so data moves without anyone copying it.

Tools used

HubSpot Sales HubMakeWorkflowsClaude

Sounds like your setup?

Tell us what's going on. We'll show you where the quick wins are on the first call.

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