How Hearth installed Hubspot and turbo charged their Marketing Efforts

Hearth implemented HubSpot into a complex GTM ecosystem while leveling up their use of AI.

Before

The Need to Move Fast Without Breaking the System

Hearth had done a tremendous job of growing and scaling without a Marketing Automation tool, but it was time to implement one.

At the same time, their Salesforce environment was complex, and standing up HubSpot without thoughtful design risked introducing new technical debt.

Key challenges included:

There was no Hubspot Instance and we’d be installing one from scratch.
Unique Salesforce Architecture that would require a thoughtful integration design.
Limited lead qualification and enrichment before sales engagement.
Marketing Infrastructure was across 3 tools and was batch and blast.
Tight timeline for implementation of just a few months.

Hearth needed speed — but not at the expense of accuracy, auditability, or future growth.

Our Role

Engineering a Revenue System Built for Speed and Scale

The Sales Nerd was brought in to design and implement a HubSpot MVP in weeks — not months — while respecting the complexity of Hearth’s Salesforce architecture.

Rather than forcing a generic integration, we engineered custom handoffs and lifecycle logic that simplified inbound execution without compromising data integrity.

We:

Implemented HubSpot as a scalable marketing and inbound engine aligned to Hearth’s business model and migrated existing systems.
Designed custom Salesforce ↔ HubSpot handoffs that preserved existing architecture while simplifying lead movement
Integrated Clay with HubSpot to enrich and qualify inbound leads to a higher standard
Defined clear lifecycle stages and deal-type logic for inbound and existing-customer motions
Configured queue-based routing and Slack alerts to improve sales response time
Delivered detailed documentation and logic maps to keep the system auditable and easy to scale

After

A Clean, Auditable Revenue Engine

Clean, reliable lead flow into the correct sales queues

Faster response times through accurate routing and real-time alerts

Higher-quality inbound leads powered by Clay enrichment

Clear, consistent lifecycle stages across Sales and Marketing

High Volume outreach at scale.

Team

What the team said

“They didn’t just install HubSpot — they engineered it to fit our business model, stack, and data flows. The result is a platform that supports our next phase of growth without slowing us down.”

CEO

Misha Tsidulko

“We were able to stand up a HubSpot MVP in weeks — not months. Leads now flow cleanly into the right queues, routing is clearer, and it’s already improving rep consistency and scalability.”

Aaron Jones

How Hearth installed Hubspot and turbo charged their Marketing Efforts

The Need to Move Fast Without Breaking the System

Engineering a Revenue System Built for Speed and Scale

A Clean, Auditable Revenue Engine

What the team said

What made this project work

Ready to Build a Scalable, High-Performing Revenue Engine?