Case study / Partner intake automation
Partner intake automation for HubSpot
13–21 seconds to a HubSpot record
Turn a posted partner document into a structured record, with the handoff built into the workflow.
The problem
Partner information arrived in documents and needed manual transfer into the CRM before the next person could act.
What I did
- Mapped the document fields to the CRM record.
- Connected Make, AI extraction and HubSpot, with supporting Google Apps Script work.
- Checked output against source documents and observed execution logs.
The result
- 13–21 seconds from posted document to CRM record in the observed runs.
- The reviewed sample covered two real partners and three test documents.
What the client says
Honestly, Jordan built most of how our ACH side runs today. He set up how merchants come in, how identity checks flow into our CRM, how bank statements get reviewed, and how tickets and tasks land with the right person. Our underwriting team works off his workflows every day. Whenever something broke or slowed us down, he'd just go fix it.
A better way to work.
I work with you and your team to spot repetitive tasks, missing information and awkward handoffs. Then I connect your software or build the tools to make that work easier.
Book a callEmail me to arrange a call.