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.
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