The work behind the expertise
How I approach CRM architecture, data quality, integrations and record interfaces, with the decisions and limits that matter in practice.
Connecting the full customer relationship in HubSpot
I connected AIHR's customer records through a custom Account object in HubSpot, with workflows and weekly checks to keep the data linked.
September 2026 project snapshot: the core setup is live; enrichment remains in progress.
Finding data mismatches before fixing the wrong record
At AIHR, I built a detection layer that compares HubSpot with learning-platform data through Snowflake, bringing missing links and conflicting statuses into one data quality dashboard.
August 2026 project snapshot: datasets and dashboard are in place; member-count validation and source freshness still need follow-up.
From manual order entry to one-click invoicing
I connected HubSpot, WooCommerce and Exact through Zapier so order details pass between systems after Finance reviews the billing information.
Seeing the renewal status directly on the deal
I built a HubSpot sidebar card that reads the linked License and shows the renewal status on the deal, so reps can check it where they're already working.
Following the sales process from MQL to Closed Won
I consolidated several HubSpot pipelines into one, making it easier to measure conversion from MQL to Closed Won and manage internal handovers.
Questions about the work? Get in touch.