Connects MYOB to Salesforce and saves time by automating the workflow. Eliminated manual data entry and created a seamless bi-directional sync between platforms.
Outcome Workflow Automated
Read the case study
Trusted by 500+ Companies building and scaling revenue operations with Twopir Consulting
Client Success Stories
Every engagement, with the outcome attached.
This is the full record of what Twopir Consulting has built — integrations, automations, migrations and custom development across Salesforce and HubSpot. Filter by the work you need done and read what it changed for the client. Every card names its result before you click.
- 52 Engagements
- 15 Categories
- 4 Continents
500+
12+
40+
15+
Six engagements that moved a number
Most of the work below changes how a business runs rather than what it can count. These six moved something countable — and each figure belongs to the single engagement it is quoted from, not to Twopir as a whole.
+35% Pipeline growth FinTech firm. Salesforce CPQ with Outreach and Apollo.io, unified into one revenue engine across teams. −45% Accounting workload US personal injury firm. Salesforce-to-QuickBooks trust accounting, with 40% faster case-to-cash and full audit trail coverage. 3 days → 2 hours Quote turnaround Mid-market manufacturer. Salesforce CPQ automating product configuration and pricing rules, with pricing errors eliminated. −60% Manual touchpoints Healthcare provider. Health Cloud automating patient onboarding, care coordination and follow-up. 100% Import success rate US nonprofit. NPSP data model rebuilt from the ground up, with every bulk import failure resolved through structured cleaning and validation. −80% Manual work AI SaaS platform. One HubSpot event framework replacing a 14-day free trial nobody could measure.
Every project, filterable by what it solved
Filter by the kind of work rather than the platform — nearly all of it runs on Salesforce, so "Salesforce" was never a useful filter. Pick the problem you have.
Filter by type of work
Streamlined festival operations with Salesforce — boosting productivity, accelerating contracts, and improving event workflows from ticketing to vendor management.
Outcome Productivity Boosted
Read the case study
Optimised sales operations for a FinTech firm, driving 35% pipeline growth using Salesforce CPQ, Outreach, and Apollo.io — creating a unified revenue engine across teams.
Outcome +35% Pipeline
Read the case study
Enhanced telecommunication operations with Salesforce, automating 5G SIM management and boosting efficiency and customer satisfaction across service delivery workflows.
Outcome 5G Automated
Read the case study
Centralised matter management, billing, and document workflows inside Salesforce. Configured to match how the firm actually works — not how the default template assumes you do.
Outcome End-to-End Legal Ops
Read the case study
Automated complex product configuration and pricing rules for a mid-market manufacturer. Reduced quote turnaround from 3 days to under 2 hours and eliminated pricing errors.
Outcome 3 Days → 2 Hours
Read the case study
Rebuilt Salesforce for a transportation and hospitality business — unifying logistics, inventory tracking, bookings and customer service on one platform and reducing operational delays by 40%.
Outcome -40% Delays
Read the case study
Automated patient onboarding, care coordination, and follow-up workflows for a healthcare provider. Reduced manual touchpoints by 60% and improved patient satisfaction scores.
Outcome -60% Manual Work
Read the case study
An AI-driven SaaS platform running a 14-day free trial had no structured way to track what users actually did — or why some converted and most didn't.
Outcome -80% Manual Work
Read the case study
Einstein Next Best Action delivers real-time, personalised recommendations on Salesforce records, helping users take the most effective next step through business rules, data insights, and AI.
Outcome -90% of follow-up decisions now system-driven
Read the case study
PDF Butler is a fast Salesforce document generation tool that creates, customises, and automates quotes, invoices, and contracts directly within Salesforce using a Word-based setup.
Outcome Documents in Under 1 Second
Read the case study
A growth-stage SaaS company capturing 200–300 leads a month eliminated all manual Salesforce data entry — real-time Opportunity creation, automatic Account and Contact deduplication, and full error handling, live in 5 business days.
Outcome Zero Manual Entry · 5 Days
Read the case study
Deployed a tailored Salesforce CRM for a manufacturing business, connecting sales, service, and operations to drive efficiency, reduce cycle times, and deliver full pipeline visibility.
Outcome Full Pipeline Visibility
Read the case study
Built an AI-powered pipeline to automatically extract structured data from images and documents directly within Salesforce — eliminating manual data entry for high-volume document workflows.
Outcome Zero Manual Data Entry
Read the case study
Connected Gravity Forms to Salesforce via Zapier for real-time lead capture and data sync. Eliminated manual imports, ensured deduplication logic, and cut lead response time from days to seconds.
Outcome Real-Time Lead Sync
Read the case study
Integrated Salesforce with MeetMax to synchronise event registration data, attendee records, and meeting schedules in real time — giving event teams a single source of truth.
Outcome Single Source of Truth
Read the case study
Unified a multi-platform e-commerce stack by connecting Salesforce, Klaviyo, and QuickBooks — automated order-to-cash flows, personalised marketing triggers, and real-time financial reconciliation.
Outcome Automated Order-to-Cash
Read the case study
Built a custom Lightning Web Component letting field teams capture, store, and compare before-and-after images directly on records — improving quality control, audit trails, and client reporting.
Outcome Improved Quality Control
Read the case study
Integrated WebMerge with Salesforce to automate proposals, contracts, and onboarding packs directly from CRM data — cutting document turnaround from hours to seconds.
Outcome Hours → Seconds
Read the case study
Built a centralised property inventory system in Salesforce, enabling live tracking of listings, availability, and ownership history — replacing fragmented spreadsheets with an automated CRM workflow.
Outcome Live Inventory Tracking
Read the case study
Automated the generation and distribution of XML property listing feeds from Salesforce to multiple real estate portals — listings publish instantly, consistently formatted, across every syndication channel.
Outcome Instant Multi-Portal Publishing
Read the case study
Built a bidirectional sync between Monday.com and HubSpot so project and deal data flows in real time between platforms — one view for sales and operations, no context-switching.
Outcome Real-Time Bidirectional Sync
Read the case study
Integrated Google Drive with Salesforce to automatically create, organise, and link Drive folders to CRM records — teams access and manage documents without switching tools.
Outcome Unified Document Access
Read the case study
Connected PandaDoc with Salesforce for proposal and contract generation straight from CRM records — one-click document creation, eSignature tracking, and automatic status updates.
Outcome Faster Contract Closure
Read the case study
Built a scalable BigQuery data foundation for a mid-sized asset management company, integrating CoreSignal enrichment into an analytics-ready data layer — ending fragmented reporting.
Outcome Analytics-Ready Data Layer
Read the case study
Connected Accounting Seed with Salesforce to automate legal billing — matter management, time tracking, invoicing and trust accounting in one process, ending manual billing cycles and reducing errors.
Outcome Automated Trust Billing
Read the case study
Used GPT within Salesforce to parse inbound emails and attachments, extract key fields, and populate CRM records — turning high-volume email processing into an automated workflow.
Outcome Intelligent Email Processing
Read the case study
Configured Salesforce as a full practice management platform — client intake, matter tracking, billing, document management, and client communications in one compliant, connected environment.
Outcome Full Practice Management
Read the case study
Rebuilt a US nonprofit's Salesforce NPSP data model from the ground up, automated donor workflows with Flow, and resolved every bulk import failure through structured cleaning and validation.
Outcome 100% Import Success
Read the case study
Built a colour-coded Lightning Web Component dashboard giving manufacturing engineers real-time machine health visibility — instant alerts and one centralised view of asset status.
Outcome Real-Time Machine Health
Read the case study
Helped a 250-person North American executive forum eliminate manual data silos — real-time sync of attendee records and meeting schedules with zero duplicate records.
Outcome Real-Time Sync · Zero Duplicates
Read the case study
Helped a US personal injury law firm cut accounting workload by 45% using Salesforce-to-QuickBooks automation — 40% faster case-to-cash and 100% audit trail coverage across trust accounting.
Outcome -45% Accounting Work
Read the case study
Helped a US personal injury law firm cut manual legal workloads by 40% and accounting effort by 45% using Salesforce Advologix, AWS, and QuickBooks — matter management unified with automated finance.
Outcome -40% Legal · -45% Accounting
Read the case study
Automated invoice generation and delivery directly from Salesforce records, eliminating manual finance admin and reducing invoice turnaround from days to minutes.
Outcome Faster Invoice Turnaround
Read the case study
Replaced manual data entry with real-time automated workflows in Salesforce, cutting processing time and eliminating human error across core business processes.
Outcome Real-Time Automation
Read the case study
Connected the Classy fundraising platform with Salesforce NPSP to automatically sync donations, donor records, and campaign data — one view of every supporter.
Outcome Unified Donor View
Read the case study
Synced Salesforce opportunities with QuickBooks to automate invoice creation and payment tracking, reducing manual reconciliation and billing delays.
Outcome Automated Invoicing
Read the case study
Integrated Shopify with Salesforce to automate order processing, customer sync, and fulfilment updates — one connected view of the customer journey.
Outcome Connected Order Flow
Read the case study
Integrated LawPay eCheck payments with Salesforce to automate trust and operating account transactions for a law firm, reducing manual reconciliation and payment errors.
Outcome Automated eCheck Payments
Read the case study
Connected iManage document management with Salesforce to give attorneys instant access to matter documents directly from client records, eliminating duplicate systems.
Outcome Unified Document Access
Read the case study
Built a secure client payment portal on Salesforce integrated with Authorize.Net, enabling law firms to accept online payments directly against matters and invoices.
Outcome Secure Online Payments
Read the case study
Deployed Conga Composer within Salesforce to automate legal documents, pleadings, and client correspondence — cutting drafting time significantly.
Outcome Faster Document Drafting
Read the case study
Used SMS-Magic within Salesforce to send automated payment reminders and secure payment links to clients, improving collection speed for a law firm.
Outcome Faster Client Collections
Read the case study
Connected Invoca call tracking with Salesforce to attribute inbound calls to marketing campaigns and automatically create leads for a personal injury law firm.
Outcome Automated Call Attribution
Read the case study
Integrated Stripe with Salesforce to automate subscription billing, payment capture, and revenue reconciliation across the customer lifecycle.
Outcome Automated Revenue Reconciliation
Read the case study
Implemented Pardot marketing automation for a manufacturing business, aligning marketing and sales on Salesforce to nurture long B2B buying cycles.
Outcome Aligned Marketing & Sales
Read the case study
Rebuilt a legacy Salesforce org from the ground up and migrated Pardot marketing automation into the new environment with zero data loss.
Outcome Zero-Loss Org Migration
Read the case study
Automated multi-entity invoice generation with Conga for a manufacturing group, standardising billing across subsidiaries and cutting processing time.
Outcome Standardised Multi-Entity Billing
Read the case study
Configured Advologix on Salesforce to automate case lifecycle management, deadlines, and task assignments for a busy litigation practice.
Outcome Automated Case Lifecycle
Read the case study
Connected Slack Sales Elevate to Salesforce so reps get real-time deal alerts, record updates, and pipeline visibility without leaving Slack.
Outcome Real-Time Deal Alerts
Read the case study
Built a Slack workspace connected to Salesforce for a commercial cleaning company's field teams, streamlining job dispatch, updates, and issue escalation.
Outcome Streamlined Field Dispatch
Read the case study
Delivered a unified Salesforce CRM for a satellite broadband provider, connecting sales, provisioning, and support into a single customer record.
Outcome Unified Customer Record
Read the case study
No case studies match that filter yet.
+43 more
Fifty-two projects, one delivery model
The stacks differ. The sequence does not. Every engagement in the library above ran through the same four stages — which is why a law firm's trust accounting build and a manufacturer's CPQ rollout read like they came from the same team.
Map the operating model
Before any platform work, we map how the business actually captures demand, does the work and gets paid. What gets built reflects that operation, not a default template.
Architect the data flow
Which system owns which record, what moves in which direction, and what happens when two of them disagree. Most of the integrations below exist because that question was never answered.
Build, integrate, test
Configuration where configuration holds; Apex, Lightning Web Components and middleware where it does not. We say which one a requirement needs before the work starts, not after.
Measure what changed
Every card in the library names an outcome because we agree at the start what the system should move. A build with no measurable result is a build nobody can defend at renewal.
Looking for something more specific?
What the library says about us
Fifty-two engagements is not just a count. Read across them and four things show up in almost every one.
The work is nearly always integration
Twenty of the fifty-two are integrations, and most of the rest depend on one. The recurring problem is not a missing platform — it is two systems that were never taught to agree.
We go past configuration when the requirement needs it
Lightning Web Components, Apex, AI extraction pipelines and XML feed generation all appear below. Where the platform stops, we build — and we say which side of that line a requirement falls on before quoting it.
Depth in a sector, not one project in it
Twelve legal engagements covering intake, matters, trust accounting, e-payments, call attribution and document management. Sector depth is what stops the second project repeating the first one's mistakes.
Finance is treated as part of the CRM
Eleven engagements connect billing, invoicing, trust accounting or payments back to the customer record — QuickBooks, Stripe, LawPay, Authorize.Net, Accounting Seed, Conga. Revenue systems that stop at the opportunity stage are only half built.
- Salesforce Partner
- HubSpot Partner
- Salesforce CPQ
- Nonprofit Cloud & NPSP
- Health Cloud
- Mitratech CaseCloud
- Accounting Seed
- AI Delivery
Answers before the first call
It depends entirely on how much of the work is configuration and how much is custom build. At the fast end, the Gravity Forms to Salesforce automation in the library went live in five business days — a single form, one object mapping, deduplication and error handling. At the other end, a full org rebuild with a Pardot migration, or a law firm's matter-to-trust-accounting architecture, is a multi-month engagement with phased releases.
The honest answer at enquiry stage is that we can size it in one call once we know how many systems are involved and who owns which record.
Configuration covers objects, fields, page layouts, validation rules, Flow automation and most standard integrations through managed connectors — the majority of the work in this library. Custom development starts where the platform has no declarative answer: the real-time machine monitoring dashboard was a Lightning Web Component, the image comparison tool was a custom component, and the AI extraction pipeline needed Apex.
We tell you which side a requirement falls on during scoping, because the two carry very different costs to maintain.
Both, and the library reflects the real balance: most engagements are Salesforce, with HubSpot work covering revenue intelligence, event frameworks and platform-to-platform sync such as Monday.com to HubSpot. Twopir Consulting works as a Salesforce and HubSpot partner rather than specialising in one and reselling the other.
It is the result that engagement reports, scoped to that engagement only. "−45% accounting work" belongs to one US personal injury firm's trust accounting build; it is not a figure Twopir claims across clients. Where an outcome is a capability rather than a number — "unified donor view", "zero duplicate records" — that is because the engagement changed what the business could do rather than a metric it was already tracking. We would rather name the capability honestly than invent a percentage for it.
Yes, and several engagements here started that way. The NPSP rebuild began with a data model that could not complete a bulk import; the Pardot migration was a legacy org rebuilt from the ground up with the marketing automation moved into the new environment. Inherited orgs usually start with an audit, because the fastest way to make an existing build worse is to add to it before understanding why it was built that way.
Not necessarily. This library is published work, and it is a subset of what has been delivered across 500+ clients — the filter shows the categories with enough published case studies to be worth filtering by. Transportation, supply chain, field services, satellite broadband and commercial cleaning all appear in the grid without having a chip of their own.
The more useful question is usually not "have you done my industry" but "have you connected my systems" — and that filter is right there.
Start Here
Your systems, on this list next year
Bring the workflow that is costing you the most time. We will tell you which of the engagements above it resembles, what it would take, and whether it is a configuration job or a build — on the first call, before any proposal.
Serving: US | Canada | UK | UAE | Australia | New Zealand
