Based on 495 Reviews | 4.9 out of 5

Hubspot Logo
Skip to content

With Purpose: 100% Increase in Lead Data Through Custom Bark HubSpot Integration

Financial Services

11-50 Employees

Marketing Hub
With Purpose: 100% Increase in Lead Data Through Custom Bark HubSpot Integration
Background-icon

Background

With Purpose LLC is a business consulting firm based in the United States. As a B2B consultancy, they help growing businesses navigate challenges around strategy, operations, and growth planning.

 

With Purpose relies heavily on HubSpot Marketing Hub Professional to manage their client relationships and nurture potential customers through their sales process.
Problem-icon

Problem

Before partnering with us, With Purpose was facing serious challenges with their lead generation system:

Frame 1529 Frame 1530
  • Lost Lead Intelligence: Their existing Zapier integration between Bark and HubSpot was only capturing basic contact information like name and email. Critical qualifying data about prospects' business size, industry, consulting needs, and budget was being lost in the transfer.
  • No Lead Segmentation: Without proper data mapping, all Bark leads were entering HubSpot as generic contacts. They couldn't identify which leads came from Bark versus other sources, making it impossible to track ROI or optimize their Bark investment.
  • Manual Follow-up Chaos: They had no way to trigger automated follow-ups based on lead behavior or qualification level. Every Bark inquiry required manual review and response, eating up valuable time that should have been spent on high-value consulting work.
  • Incomplete Sales Process: With no formal deal stages or automated nurturing sequences, leads were falling through the cracks. Research shows that nurtured leads make 47% more large purchases, and 25% of leads come from follow-up emails beyond the first contact, but With Purpose had no system to capitalize on this.

This was causing a loss of potential qualified leads due to poor data capture and lack of systematic follow-up.

Light-Bulb

Solution

We implemented a three-phase solution to transform With Purpose's lead generation system:

Frame 1535 Frame 1535
HubSpot workflow automation interface showing the "Create Contact" step configured to capture lead data from the Bark marketplace, including contact fields for email, name, phone, and location information for seamless CRM integration. HubSpot workflow automation interface showing the "Create Contact" step configured to capture lead data from the Bark marketplace, including contact fields for email, name, phone, and location information for seamless CRM integration.

Part 1: Bark Integration

  • Conducted a complete audit of their existing Zapier connection
  • Rebuilt the integration to capture 12 additional data fields from Bark submissions, including business size, industry, consulting type needed, project timeline, and budget indicators
  • Created custom HubSpot properties to store all Bark-specific lead intelligence
  • Implemented automatic lead tagging system (Lead Source: Bark, Lead Status: Warm, Lifecycle Stage: Lead)

Part 2: Data Extraction & Processing System

  • Developed custom code solution to parse structured HTML data from Bark's "Display HTML" field
  • Built workflow triggers that automatically extract and organize lead qualification data into individual HubSpot properties
  • Created fallback logic to handle incomplete submissions and ensure data integrity
HubSpot workflow automation showing Zapier Bark integration with a custom code editor for data processing and enrollment triggers, enabling automated contact management and lead qualification from Bark marketplace submissions. HubSpot workflow automation showing Zapier Bark integration with a custom code editor for data processing and enrollment triggers, enabling automated contact management and lead qualification from Bark marketplace submissions.
HubSpot sales workflow automation showing deal stage triggers, conditional branching logic, and automated email sequences for the contract signing process with closed won/lost pipeline management and follow-up communications. HubSpot sales workflow automation showing deal stage triggers, conditional branching logic, and automated email sequences for the contract signing process with closed won/lost pipeline management and follow-up communications.

Part 3: Sales Process Automation

  • Designed and built complete sales pipeline with defined stages matching With Purpose's consulting process
  • Created automated email sequences triggered by lead source and qualification level
  • Set up deal stage movement automation based on prospect engagement and responses
  • Implemented notification system to alert immediately when high-value leads enter the system
Vector (3)

Results

  • 100% Increase in Lead Data Capture From 3 basic fields to 15+ detailed qualification points per Bark lead, giving With Purpose complete visibility into prospect fit and urgency.
  • 75% Reduction in Manual Lead Processing Automated data extraction and organization eliminated hours of weekly administrative work, freeing the team to focus on client delivery.
  • 40% Improvement in Lead Response Time Automatic notifications and pre-populated lead profiles enabled same-day responses to high-priority inquiries.
  • 60% Better Lead Qualification Rich data capture allowed immediate identification of prospects matching their ideal client profile, improving sales efficiency.
  • Complete Sales Process Automation Systematic nurturing sequences and pipeline management ensure no qualified leads fall through the cracks.

Others Case studies

Only Using 10% of HubSpot?

You can get this results too:

Group 14 (1) Group 14 (1)