Case studies

One shared HubSpot record, built to replace a sales spreadsheet

Written by Kiara Robinson | Jul 30, 2026, 7:00:02 AM

This enterprise-level organisation's marketing team was working without a connected view of its own pipeline. Sales activity lived in a spreadsheet outside any CRM, audience segments spanning AU/NZ and home cook vs foodservice customers had to be split manually, and there was no way to score or route a lead once it left a marketing campaign.

Engaging.io built a Marketing Hub Professional foundation with a native Salesforce sync, rules-based segmentation, and a first automated nurture workflow, giving marketing and sales a shared source of truth for the first time, delivered within the compliance and governance standard a business of this scale requires.