Rebuilding a HubSpot CRM Data Model for a SaaS Revenue Team
A SaaS company had 3 years of dirty HubSpot data and workflows built on default properties. We rebuilt the object schema, created a custom product-to-deal association, and wired a HubSpot API integration to their TypeScript backend.
Pipeline visibility significantly improved across tracked deals
3 manual reporting processes fully automated
HubSpot API integration with real-time sync to product database
01The Challenge
Three years of growth had left the client's HubSpot portal in a state where nobody trusted the data. Deals were tracked using lifecycle stages that predated the current product offering. Custom properties were created ad-hoc by multiple team members with no naming convention. Revenue reporting required a weekly manual export to a spreadsheet.
02Our Approach
We started with a full data model audit before touching a single workflow. Working with the revenue operations lead, we defined the correct object schema: custom `Subscription` and `Product Tier` objects associated to Deals, replacing the misused default properties. We wrote a TypeScript migration script to backfill existing contacts and companies into the new schema, ran it against a sandbox portal first, then executed against production in a maintenance window. All three manual reports were replaced with HubSpot custom report builder definitions.
03Technologies Used
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