How Origin63 Helped a Horticulture Client Manage Companies and Properties in HubSpot

Managing relationships between companies and properties is no small task, especially when your tools fall short of your needs. This was the challenge faced by a horticulture company relying on HubSpot for their operations. While their platform supported many aspects of their business, it lacked the custom objects needed to distinguish between companies and the properties they owned, leased, or managed.

Without a way to organize these crucial relationships, they found themselves stuck in a tangle of manual processes and limited data visibility—slowing down their operations and creating inefficiencies. That’s when Origin63 stepped in, determined to turn their challenges into a story of growth, efficiency, and innovation.

The Challenge: Navigating Limited Customization Features

The company needed a way to clearly differentiate between companies and properties in their HubSpot system. However, without custom objects, their efforts were stymied by:

These challenges not only slowed daily operations but also created roadblocks to scaling their business effectively.

The Solution: Creative Workarounds Using Native HubSpot Tools

Origin63 devised an innovative solution that replicated the functionality of custom objects using HubSpot’s existing tools. The tailored approach included:

• Custom Properties:

  • A “Company Type” dropdown to distinguish between companies and properties.
  • A “Number of Properties” field to track how many properties were associated with each company.
  • Association labels to clarify relationships.
    
    

• Automated Workflows:
  Automation ensured seamless data management. When a property was associated with a company, fields were automatically populated, reducing manual input and errors.

• Custom Dashboards:
  Dynamic dashboards were designed to visualize relationships between companies and properties, providing the team with actionable insights at a glance.

Execution: Streamlined Workflows and Data Visibility

Bringing the solution to life required careful planning and execution:

Tailored Property Creation:
Custom fields were developed to categorize companies and properties, ensuring the system could handle complex relationships with ease.

Automated Data Processes:
Workflows were built to reduce manual work. For instance, properties associated with companies were automatically updated, ensuring consistency and accuracy.

Dashboards for Real-Time Insights:
Custom dashboards allowed the team to track company-property relationships, monitor performance, and make informed decisions effortlessly.

Iterative Testing and Feedback:
The solution was rigorously tested in real-world scenarios, with client feedback guiding optimizations to ensure the system exceeded expectations.

The Results: Enhanced Organization and Scalable Efficiency

The implementation of Origin63’s solution delivered remarkable improvements across the board:

Streamlined Organization

The ability to differentiate between companies and properties brought structure and clarity to the team’s workflows. No more guesswork—every relationship was clearly mapped and easily managed.

Boosted Efficiency

Automation replaced tedious manual tasks, significantly reducing errors and freeing up valuable time for the team to focus on higher-impact activities.

Future-Ready Design

With scalability at its core, the system was designed to grow alongside the company, ensuring adaptability for evolving needs.

Lessons Learned

This project highlighted the power of creative problem-solving. By working within the boundaries of the company’s existing tools, Origin63 delivered a solution that not only addressed the immediate challenges but also set the stage for long-term success.

If your team is facing similar hurdles with managing complex relationships, know that there’s always a way forward. With the right partner and approach, even the toughest challenges can become opportunities for growth.

Struggling with limitations in your HubSpot system?

Contact Origin63 to learn how we can create innovative solutions that work within your plan to optimize your processes and drive results.