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← Zebra Embassy
CRMAutomation Project Public Funding Consulting

Zebra Embassy · HubSpot Onboarding

HubSpot gives Zebra Embassy a shared view of companies, funding projects and investor relationships. The team can follow milestones, see workload and receive automatic reminders without maintaining separate lists.

Duration 8 months
Tasks 47
Meetings 14

HubSpot gives Zebra Embassy a shared view of companies, funding projects and investor relationships. The team can follow milestones, see workload and receive automatic reminders without maintaining separate lists.

What was built

  • Move company and investor records from Attio to HubSpot while keeping relationship history.
  • Track project stages, funding status, milestones and responsible team members.
  • Create reminders automatically as projects reach key milestones.
  • Show project lists by focus area and team workload.
  • Bring project updates into HubSpot from existing company information.
  • Test importing an additional source of company information before wider use.

Recently touched

  • 2026-05-02 Update of PostgreSQL scenario Done
  • 2026-03-05 Database connection (Datenbankanbindung) Done
  • 2026-02-23 Fwd: Portfolios / VCs Done
  • 2026-02-04 Make.com PoC: pull field from MySQL DB into HubSpot Done
  • 2026-02-03 Developing make.com scenario [P][v1] On DB(PostreSQL) Push - HubSpot Project Update Done

Other projects in this case study

  • Ongoing Support

    Ongoing support helps Zebra Embassy carry sales information into client delivery. HubSpot and Make create handover notes, review lost opportunities and support company research.

    Read case study

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