A leading auto repair insurance provider serving customers through multiple national automotive brands. The organization operates distinct sales motions supported by multiple HubSpot portals and Salesforce orgs, and initiated a strategic consolidation to unify CRM operations and enable scalable data integration via Amazon S3.
Anonymised Client Profile
A leading auto repair insurance provider serving customers through multiple national automotive brands. The organization operates distinct sales motions supported by multiple HubSpot portals and Salesforce orgs, and initiated a strategic consolidation to unify CRM operations and enable scalable data integration via Amazon S3.
Designed a unified CRM data model with a new Policies custom object. Consolidated properties from all portals into a single HubSpot instance while leveraging Business Units to preserve brand separation.
Migrated ~22 million records across standard and custom objects (Contacts, Companies, Deals, Vehicle Policies) with rigorous deduplication, validation, and zero data loss.
Rebuilt and standardized emails, landing pages, forms, and CTAs, enabling centralized governance while maintaining brand-specific configurations.
Enabled HubSpot S3 exports to AWS S3, used Census for real-time data synchronization with Salesforce, and structured vehicle data in S3 with selective, performance-optimized mapping into HubSpot.
Measurable Impact
This comprehensive transformation enabled the Client to achieve streamlined sales management, improved customer outreach, and greater efficiency across systems.
A single HubSpot environment improved efficiency across sales and marketing teams.
Consolidated properties, workflows, and templates eliminated duplication.
Improved insights into customer journeys and cross-brand campaign performance.
Streamlined S3- and Census-based integrations improved sync accuracy between HubSpot and Salesforce.
Reduced manual effort through standardized processes and automated data flows.
Client Feedback
Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of.
Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours.
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