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CRM E-Learning

Intugrace | Elopage and HubSpot

Intugrace is a German online-course business that sold and billed through Elopage. Metawork migrated the whole operation from Zendesk and ActiveCampaign onto HubSpot, built sync of subscriptions and payments in Make.com, moved support off ZenDesk, and automated the nonpayer process from the first failed charge to the lawyer handover.

Tracked hours
1,114
Tasks
436

Tracked hours by project, as a share of the client total

Tools used

  • HubSpot
  • Make
  • Elopage
  • ActiveCampaign

What we built

  1. 01

    Elopage

    Every Elopage product and subscription plan synced into HubSpot

  2. 02

    Invoice edge cases

    Chargebacks, failed payments, retries - everything handled in Make.com and saved into custom objects in HubSpot

  3. 03

    HubSpot CRM

    Deals, contacts and deal-stage logic aligned to the new payment model, including the fix that marked completed subscriptions Closed Won instead of Closed Cancelled

  4. 04

    Landing pages

    Elopage product layout rebuilt in HubSpot

  5. 05

    Support consolidation

    ZenDesk retired, ticketing moved into HubSpot so contact history and payment context sit together

  6. 06

    Nonpayer handling

    Three HubSpot workflows: failed payment opens a ticket, Mahnung emails go out on a schedule, unpaid cases escalate to the lawyer list, payment closes the ticket

  7. 07

    Data migration

    Orders, transfers, contacts and companies migrated out of Elopage and ActiveCampaign, plus a custom object in HubSpot linking deals with their transfers

Projects

  • General

    Intugrace runs payments on Elopage and had a CRM that knew nothing about them, with support in a third system. The work made HubSpot the single place where a customer, their payments and their…

    What we built

    • Elopage sync
    • Payment edge cases
    • HubSpot CRM
    • Landing pages
    • Support consolidation
    • Nonpayer handling
    Read case study

Recently touched

  • 2024-11-27 [M11] Support Done
  • 2024-11-07 [M10] Support Done
  • 2024-09-29 [W38][W39] Support Done
  • 2024-09-16 [W37] Support Done
  • 2024-09-07 [W36] Support Done