Recently touched
- 2026-05-07 Database Hubspot connection Done
- 2026-05-02 Update of PostgreSQL scenario Done
- 2026-05-02 Postgres / Live test Done
- 2026-04-30 Feedback Hubspot <> Make.com automations Open
- 2026-04-21 Pierre Ostrowski / Nikolai Sokolov - Work Session Done
What we built
- 01
Project (Portfolio Company) Management
HubSpot Projects object for tracking portfolio companies with key properties (name, stage, team, progress). Multi-view dashboards to slice by segment, status, and view type. Reports on team workload across projects.
- 02
Investor/VC Tracking
Database of VCs and investor relationships with segment tracking, viewing rights, and portfolio overlap. Historical tracking of investor interest and engagement.
- 03
Task & Activity Automation
Automated task creation based on project lifecycle events. Manual action triggers for team members to create reminders and follow-up tasks. Task automation tied to project stages and milestone dates.
- 04
Email-to-Project Linking
Automation connecting emails to projects (complex in HubSpot due to lack of native support). Label-to-property workaround for categorizing emails. Email threading so conversations stay attached to project context.
- 05
Database Integration
Make.com scenarios pulling data from PostgreSQL/MySQL databases into HubSpot for real-time portfolio updates. Custom field mappings between database schema and HubSpot properties. Scheduled syncs to keep data fresh.
- 06
Team Collaboration
Workload tracking for team members across projects. Segment-based reporting to see portfolio breakdown by focus area. Weekly status links and team communication tools.
- 07
Data Migration
Historical migration from Attio (previous CRM) to HubSpot with property mapping and data cleanup.