CTP
HubSpot Implementation for CTP: From Clicks to Conversations
New Era
Brief
& goals
CTP had data and contacts split across systems (GA4, Mailchimp, website forms). HubSpot licenses were in place, but not set up or used.
Our brief: centralise lead data, make consent and tracking clean, and turn web activity into timely contact from sales reps.
How We Work
Strategy First,
Then Flows
We mapped the customer journey (awareness → consideration → retention), defined what to track, and set clear success metrics. Then we started implementing HubSpot: form routing, consent, scoring, automations, dashboards — and trained the team (CZ market + group session) so the system would actually get used day-to-day.
How We Worked
PRINCIPLES OF THE OVERHAULED SYSTEM
Clean intake & consent: Mailchimp to HubSpot migration, segmentation, double opt-in, and lawful data capture across all forms.
Sales-ready triggers: Lead scoring + notifications to business developers when thresholds are hit (“It’s time to call Mr. Smith”).
Always-on automations, such as welcome series, behaviour triggers, and website prompts for returning customers, etc.
Reporting that matters: A HubSpot dashboard tracking automation effectiveness and lead quality by source.
CRM bridge: Stronger connection between HubSpot and Dynamics 365 so web signals enrich sales records — marketing and sales finally see the same story.
CUSTOMER JOURNEYS
Example Scenarios and Triggers
“Viewed park, didn’t enquire”
→ Guided return
A visitor views a park but leaves: next visit shows a direct shortcut back to that park / pre-filtered property finder. Result: fewer dead ends, more qualified enquiries.
“Downloaded brochure”
→ Warm handoff
Auto-email introduces the relevant sales representative with a simple next step; sales rep gets a reminder if there’s no reply in 3 days. Result: faster follow-up, higher connect rate.
“New to the list”
→ Welcome series
Three concise emails: brochure → custom options → explainer on the benefits of renting vs. buying. Result: customer educates while tracking intent signals for lead scoring.
“Investor interest”
→ Identification
Minimalist investor pop-up captures email/phone; list stays current for communicating with investors. Result: segment you can act on.
THE SOCIAL LINK
Connecting outreach to real conversations
We run targeted LinkedIn outreach (by role, region, sector) and sync every touch into HubSpot—connections, InMails, replies, and clicks. When someone engages (opens an email, visits the site, uses Property Finder), HubSpot scores it, adds the LinkedIn context, alerts the right sales rep, and adds the contact into the right nurture or sales flow.
With this approach, outreach and website behaviour finally live on one timeline, so good prospects don’t get lost.
A PARADIGM SHIFT
MAKING THE CRM
WORK HARD
We didn’t just plug in software: we set up a simple way to move from interest to conversation. Data is collected the right way, scores are easy to understand, and follow-ups happen based on what customers actually do.
HubSpot stopped being a database and became a “do this next” virtual assistant for both marketing and sales.
THE IMPACT
IMPROVEMENTS EVERYWHERE YOU LOOK
All forms feed
HubSpot
With clean information and better customer profiles (less back-and-forth for sales).
Faster, warmer
follow-ups
Via notifications for sales reps and behaviour-based emails.
More signal
for decisions
Dashboards show which automations and sources actually produce qualified conversations.
Shared truth
for teams
Marketing and sales teams see the same timeline from the first click to the first call.
Our Takeaway
When you centralise data, design the flows around real customer behaviour, and let a tool like HubSpot take care of feeding your sales teams, you’ll have a lead process that learns, prioritises, and acts — not just a place where contacts are collected.
Contact Us
LET'S DO SOMETHING BIG TOGETHER
New projects, old projects, careers, press and other inquiries — reach out to us with anything.
Thank you
