CASE STUDY
How The Automation Company helped iGrafx align HubSpot and Salesforce to support scalable, insight-driven growth.
How The Automation Company helped iGrafx align HubSpot and Salesforce to support scalable, insight-driven growth.
iGrafx is a leading provider of process intelligence and business transformation software, serving enterprise organizations across highly regulated industries. With complex sales cycles and multiple stakeholders involved in the buyer journey, iGrafx relies on both HubSpot and Salesforce to support marketing execution, pipeline management, and revenue reporting.
As the company continued to evolve its go-to-market strategy, iGrafx sought a partner who could provide both hands-on platform support and senior-level RevOps guidance.
iGrafx was operating with a dual-system environment—HubSpot for marketing automation and Salesforce for CRM, without consistent alignment between the two. This created friction across teams, limited visibility into performance, and slowed execution.
Key challenges included maintaining clean and consistent data between platforms, supporting ongoing campaign execution, resolving technical issues quickly, and ensuring that marketing and sales operations were aligned to broader business goals. iGrafx needed dependable day-to-day support paired with strategic oversight to keep systems optimized as the business scaled.
The Automation Company partnered with iGrafx through a managed services engagement that combined dedicated platform support with ongoing RevOps leadership.
Jonathan Kim provided hands-on HubSpot and Salesforce administration, focusing on configuration, workflow development, troubleshooting, reporting, and campaign support. In parallel, Justin Crawford delivered strategic marketing automation and RevOps consulting, helping iGrafx evaluate performance, refine processes, and guide higher-impact initiatives.
This two-layered approach ensured that iGrafx had both the execution capacity to move quickly and the strategic direction needed to continuously improve their go-to-market operations.
With consistent optimization and strategic alignment across HubSpot and Salesforce, iGrafx achieved measurable improvements in execution, data reliability, and operational efficiency:
increase in marketing email click-through rate (CTR)
increase in form submissions from marketing campaigns
reduction in time from lead creation to first sales activity
HubSpot and Salesforce workflows rebuilt, optimized, or consolidated
These improvements helped iGrafx operate more efficiently, launch campaigns faster, and rely on cleaner, more actionable data across teams.
By combining dedicated platform expertise with senior-level RevOps strategy, The Automation Company helped iGrafx transform HubSpot and Salesforce into a tightly aligned growth engine. With improved execution, stronger system reliability, and clearer performance insights, iGrafx is now better positioned to support complex sales motions and continued expansion.
Looking for a partner who can handle both execution and strategy across your RevOps stack? The Automation Company is ready to help.
Don’t miss out on the opportunity to take your business to the next level. Contact us today to learn more about how The Automation Company can help you achieve your business goals.
