House Surveys AU
HubSpot CRM Case Study
How Zippily Delivered a Seamless CRM-to-Project Management Workflow with Automated Job Creation
The Challenge
House Surveys AU came to Zippily with a clear vision for their ideal tech ecosystem. They had already mapped out how HubSpot, PandaDoc, and Abtrac should work together — they just needed the technical expertise to make it a reality.
This case study walks through how we built a seamless HubSpot–PandaDoc quoting workflow and a custom HubSpot-to-Abtrac integration, eliminating manual data entry and the risk of double-handling across their project pipeline.
Zippily delivered a custom HubSpot to Abtrac integration that automatically creates projects the moment a deal closes in HubSpot, pushing contact and job data across platforms without any manual input.
The result? A connected tech stack that eliminated double-handling and gave the House Surveys AU team more time to focus on delivering quality surveying work — not managing data.
The Solution
Partnering with Zippily:
By partnering with our team, House Surveys were able to tap into deep expertise in HubSpot CRM, Automations and Integrations immediately.
Working together brought:
● A clear roadmap and timeline for each phase of the integration.
● Prompt, transparent communication through Slack for quick iteration.
● Confidence for the client knowing they had a partner with the technical ability to bring their vision to life.
“The team at Zippily have gone above and beyond with their services. Their knowledge and expertise in CRM implementation and custom API establishment for our systems development have been superb. Responsive and pro-active; we highly recommend partnering with them.”
Ben Madden-Holmes - House Surveys
The Process.
STEP 1: Discovery Workshop
We kicked off with a collaborative session to meet the client, understand their end goals, and review their fully mapped ecosystem. By working backwards from their vision, we identified key integration points between HubSpot, PandaDoc, and Abtrac, ensuring the solution would meet their unique requirements.
STEP 2: Workflow Mapping
Next, we went a layer beneath the platforms themselves to map the processes required within each system. We identified how HubSpot, PandaDoc, and Abtrac workflows should interact, pinpointing handoff points and dependencies to create a seamless end-to-end flow.
STEP 3: Data Mapping
In this step, we identified the key data objects from each platform and began creating a property register of all required fields, detailing how they would sync across HubSpot, PandaDoc, and Abtrac. We evaluated which default fields could be leveraged and which custom properties would be needed to ensure accurate, reliable data flow.
STEP 4: Custom Integration Development
Our team built the HubSpot–Abtrac API integration, ensuring data like contact and project information synced automatically across platforms. Each workflow was tested for reliability and accuracy.
STEP 5: Collaboration & Communication
Through Slack and regular updates, we maintained transparency, enabling fast iteration, quick feedback, and consistent refinements.
STEP 6: Testing & Quality Assurance
Everything is thoroughly tested to meet Zippily’s high standards and to ensure we deliver a smooth, error-free user experience.
STEP 7: Launch & Handover
The integration went live on time and on budget. House Surveys AU received a comprehensive solution and the confidence to operate their connected ecosystem independently.
A Proven Process for Complex
HubSpot Integrations
Zippily executed the integration ahead of time, on budget and with the desired effect. The client realises their ideal tech ecosystem with minimal feedback and refinements. This HubSpot CRM case study demonstrates how the right partner can turn complex integration requirements into an efficient, automated workflow.
Conclusion
