Forty-eight Salesforce and HubSpot engagements, written up and filterable by platform, industry and the kind of work. Each one names the systems involved, what we built, and the single outcome it produced. Start with the one closest to your own setup.
Trusted by 500+ organizations — Salesforce, HubSpot and CRM leaders building with Twopir Consulting across the US, UK, Canada, UAE, Australia and New Zealand.
Delivery & Partnerships
Sorted by what each engagement actually moved, the library falls into four groups. The counts are of the studies on this page, and each one sits in exactly one group. If you recognise your own problem in a group, start there.
Work a person was doing by hand — rekeying, chasing, drafting, deciding what to follow up — handed to the system instead.
Two or more platforms that were not talking, connected so a record written in one appears correctly in the other without anyone moving it.
Scattered records pulled into a single view, so the people running the business can see what is happening without asking three teams first.
The commercial end of the system — quoting, contracting, invoicing, payment and reconciliation — rebuilt so money stops waiting on admin.
Filter by platform, industry or the kind of work. Every card names the category, the systems involved and the outcome the engagement produced — the full write-up is one click away.
Get your MYOB Account right connected with Salesforce and save valuable time by automating your workflow. Eliminated manual data entry and created a seamless bi-directional sync between platforms.
Twopir 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.
Enhanced Telecommunication operations with Salesforce, automating 5G SIM management and boosting efficiency and customer satisfaction across service delivery workflows.
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.
Salesforce Einstein Next Best Action (NBA) delivers real-time, personalized recommendations on Salesforce records, helping users take the most effective next step through business rules, data insights, and AI
PDF Butler is a fast Salesforce document generation tool that creates, customizes, and automates documents such as quotes, invoices, and contracts directly within Salesforce, using an easy Word-based setup.
A growth-stage SaaS company capturing 200–300 leads/month eliminated all manual Salesforce data entry by integrating Gravity Forms with Salesforce via Zapier — enabling real-time Opportunity creation, automatic Account & Contact deduplication, and full error handling in just 5 business days.
Deployed a tailored Salesforce CRM solution for a manufacturing business, connecting sales, service, and operations to drive efficiency, reduce cycle times, and deliver full pipeline visibility across the organisation.
Built an AI-powered pipeline to automatically extract structured data from images and documents directly within Salesforce — eliminating manual data entry and accelerating processing for high-volume document workflows.
Connected Gravity Forms to Salesforce via Zapier to enable seamless, real-time lead capture and data sync. Eliminated manual imports, ensured deduplication logic, and reduced lead response time from days to seconds.
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 and eliminating double-handling of data.
Unified a multi-platform e-commerce stack by connecting Salesforce, Klaviyo, and QuickBooks — enabling automated order-to-cash flows, personalised marketing triggers, and real-time financial reconciliation without manual intervention.
Built a custom Salesforce Lightning component enabling field teams to capture, store, and compare before-and-after images directly on records — improving quality control, audit trails, and client reporting without leaving Salesforce.
Integrated WebMerge with Salesforce to automate the generation of proposals, contracts, and onboarding packs directly from CRM data — cutting document turnaround from hours to seconds and eliminating formatting errors.
Built a centralised property inventory system within Salesforce for a real estate business, enabling live tracking of listings, availability status, and ownership history — replacing fragmented spreadsheets with a fully automated CRM workflow.
Automated the generation and distribution of XML property listing feeds from Salesforce to multiple real estate portals — ensuring listings are published instantly, consistently formatted, and always up-to-date across all syndication channels.
Built a bidirectional sync between Monday.com and HubSpot, allowing project and deal data to flow in real time between platforms — giving sales and operations teams a unified view without context-switching or manual updates.
Integrated Google Drive with Salesforce to automatically create, organise, and link Drive folders to CRM records — enabling teams to access, share, and manage documents directly from Salesforce without switching tools.
Connected PandaDoc with Salesforce to streamline proposal and contract generation directly from CRM records. Enabled one-click document creation, eSignature tracking, and automatic status updates — reducing sales cycle time and manual admin.
Built a scalable BigQuery data foundation for a mid-sized asset management company, integrating CoreSignal enrichment to create a high-quality, analytics-ready data layer — enabling smarter investment decisions and eliminating fragmented reporting.
Leveraged GPT within Salesforce to automatically parse inbound emails and attachments, extract key data fields, and populate CRM records — transforming high-volume email processing from a manual task into a fully automated, intelligent workflow.
Implemented Salesforce across a transportation and hospitality business to unify booking management, customer communications, and fleet operations — unifying logistics, inventory tracking and customer service on one platform and reducing operational delays by 40%.
Twopir 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 — achieving a 100% data import success rate.
Built a colour-coded Salesforce Lightning Web Component dashboard giving manufacturing engineers real-time machine health visibility — moving beyond manual monitoring with instant alerts and a single centralised view of asset status.
Helped a 250-person North American executive forum eliminate manual data silos with a Salesforce–MeetMax integration — delivering real-time sync of attendee records and meeting schedules with zero duplicate records.
Twopir Consulting streamlined festival operations with Salesforce — automating workflows, accelerating contracts, and improving event management from ticketing to vendor coordination for higher productivity across the board.
Helped a US personal injury law firm cut accounting workload by 45% using Salesforce-to-QuickBooks automation — delivering 40% faster case-to-cash and 100% audit trail coverage across legal trust accounting.
Helped a US personal injury law firm cut manual legal workloads by 40% and accounting effort by 45% using Salesforce Advologix, AWS, and QuickBooks — unifying matter management with automated finance workflows.
Automated invoice generation and delivery directly from Salesforce records, eliminating manual finance admin and reducing invoice turnaround time from days to minutes.
Replaced manual data entry with real-time automated workflows in Salesforce, cutting processing time and eliminating human error across core business processes.
Connected the Classy fundraising platform with Salesforce NPSP to automatically sync donations, donor records, and campaign data — giving nonprofits a single view of every supporter.
Synced Salesforce opportunities with QuickBooks to automate invoice creation and payment tracking, reducing manual reconciliation and billing delays.
Integrated Shopify with Salesforce to automate order processing, customer sync, and fulfilment updates — creating one connected view of the customer journey.
Integrated LawPay eCheck payments with Salesforce to automate trust and operating account transactions for a law firm, reducing manual reconciliation and payment errors.
Connected iManage document management with Salesforce to give attorneys instant access to matter documents directly from client records, eliminating duplicate systems.
Built a secure client payment portal on Salesforce integrated with Authorize.Net, enabling law firms to accept online payments directly against matters and invoices.
Deployed Conga Composer within Salesforce to automate the generation of legal documents, pleadings, and client correspondence — cutting drafting time significantly.
Used SMS-Magic within Salesforce to send automated payment reminders and secure payment links to clients, improving collection speed for a law firm.
Connected Invoca call tracking with Salesforce to attribute inbound calls to marketing campaigns and automatically create leads for a personal injury law firm.
Integrated Stripe with Salesforce to automate subscription billing, payment capture, and revenue reconciliation across the customer lifecycle.
Implemented Pardot marketing automation for a manufacturing business, aligning marketing and sales on Salesforce to nurture long B2B buying cycles.
Rebuilt a legacy Salesforce org from the ground up and migrated Pardot marketing automation into the new environment with zero data loss.
Automated multi-entity invoice generation with Conga for a manufacturing group, standardising billing across subsidiaries and cutting processing time.
Configured Advologix on Salesforce to automate case lifecycle management, deadlines, and task assignments for a busy litigation practice.
Connected Slack Sales Elevate to Salesforce so reps get real-time deal alerts, record updates, and pipeline visibility without leaving Slack.
Built a Slack workspace connected to Salesforce for a commercial cleaning company's field teams, streamlining job dispatch, updates, and issue escalation.
Delivered a unified Salesforce CRM for a satellite broadband provider, connecting sales, provisioning, and support into a single customer record.
Connected Accounting Seed with Salesforce to unify financial and CRM data — automating time entry, invoice generation, payment tracking and trust accounting into one process, with real-time financial reporting directly from Salesforce records.
No case studies carry that category yet. Clear the filter to see all 48 — or tell us what you are trying to fix and we will point you at the closest comparable work.
Where a whole practice sits behind the studies above, the detail lives on its own page — how we scope it, what we build, and where configuration stops and custom development starts.
Each write-up covers the situation the client was in, the systems involved, what Twopir built or rebuilt, and the outcome that followed. The card on this page carries the short version — category, platforms and the single headline outcome — so you can scan 48 of them without opening any.
Mostly Salesforce: 46 of the 48 studies here are Salesforce engagements, and the other two are HubSpot-side — a revenue-intelligence build and a Monday.com to HubSpot sync. Forty-two of the 48 involve connecting at least one other system, which is why "Integration" is the second-largest filter. Use the Salesforce and HubSpot chips to split them.
The industry chips cover legal (10 studies), manufacturing (4), events (3), and two each in e-commerce, nonprofit, property and telecom, alongside finance and payments work tagged FinTech (9). If your sector is not listed, the operating problem is usually still there under another name — the four outcome patterns above are a better way in than the industry label.
Both, and the library shows the range. There are ground-up implementations, org rebuilds and migrations, configuration-led work such as CPQ and NPSP, custom development including Lightning Web Components and Apex, document and invoice automation, and point-to-point integrations. Where a whole practice sits behind the work, the practice page is linked in the "Go deeper" rail above.
Look for your connected system in the card titles. Systems that appear across the library include QuickBooks, Accounting Seed, Stripe, LawPay and Authorize.Net on the finance side; Conga, PandaDoc, PDF Butler, WebMerge and iManage for documents; and Slack, Shopify, Klaviyo, Zapier, Gravity Forms, Monday.com, MeetMax, Classy, Invoca, SMS-Magic, Google Drive, MYOB, Pardot and BigQuery elsewhere. The closest match to your stack is usually a better guide than the closest match to your industry.
Bring it to the call. A discovery conversation goes faster when it starts from a concrete example — we can say where your situation matches that engagement, where it does not, and what the difference means for scope and sequencing. If you would rather start with your own system than with ours, the revenue infrastructure diagnostic is the other way in.
These 48 write-ups are a slice of 250+ CRM deployments across 500+ clients. Tell a systems architect which one resembles your situation and you will get a straight read on what it would take — not a generic template.
Speak with a team that understands systems, architecture & revenue operations
