Custom HubSpot Integration Unlocks 80% Faster Lead Processing for Materialogic
Materialogic is a fast-growing logistics and supply chain optimization firm helping manufacturers streamline operations. As they scaled, their manual CRM processes became a bottleneck—requiring a automated, data-driven solution to fuel growth.
Disconnected Systems & Manual Work: How Data Silos Slowed Materialogic’s Growth
Materialogic relied on disconnected systems and spreadsheets to manage customer data, creating critical inefficiencies:
Manual Data Entry
Teams wasted 15+ hours/week updating spreadsheets, risking errors.
No Real-Time Visibility
Sales lacked insights into shipping milestones or inventory needs tied to deals.
Sluggish Lead Response
Leads languished due to disjointed routing and follow-up processes.
HubSpot Products Used
Marketing Hub
Sales Hub
SOLUTION
Building a Smarter Supply Chain CRM: Custom HubSpot Automation
New Breed designed a custom HubSpot integration to sync Materialogic’s logistics platform with CRM data, automating workflows end-to-end:
Unified Data Integration
We built a bidirectional sync between HubSpot and Materialogic’s order management system, automating updates for 50+ critical fields—eliminating manual data entry and ensuring real-time accuracy across platforms.
Smart Lead Routing & Segmentation
By implementing AI-driven workflows, we categorized leads by industry, shipment volume, and urgency, then auto-assigned them to the most qualified reps. This cut response times by 65% and ensured no opportunity fell through the cracks.
Real-Time Supply Chain Alerts
We created custom deal stages tied to shipping milestones (like “Inventory Confirmed”) and triggered instant alerts for sales teams during delays. This empowered proactive client communication and reduced fulfillment errors by 75%.
Predictive Forecasting Dashboard
To future-proof their growth, we deployed AI-powered models that analyzed historical data, enabling Materialogic to forecast quarterly demand with 90% accuracy—and align inventory with sales pipelines like never before.
RESULTS
Materialogic transformed operations, achieving:
80% Faster Lead Processing
Reduced manual work from 15 hrs/week to <3 hrs.
2X Increase in Sales Productivity
Reps closed 42% more deals per quarter with automated workflows.
30% Higher Customer Retention
Real-time shipping alerts reduced fulfillment errors by 75%.
