HOW OPTERA CLIMATE TRANSFORMED THEIR MARKETING OPERATIONS WITH HUBSPOT

Days to Launch

Software

Industry

The Challenge

Optera Climate had been using HubSpot CRM for sales and pipeline management, but lacked a structured marketing framework. Their CRM was functional for sales, yet they were underutilizing the marketing tools, such as campaigns, forms, emails, and landing pages.

They needed a Marketing Hub implementation that leveraged their existing CRM data, aligned with their workflows, and established a scalable system to centralize campaigns, optimize tracking, and streamline lead management.

The Solution

We optimized Optera Climate’s existing HubSpot CRM to serve as a foundation for Marketing Hub. Through technical and process alignment calls, we reviewed their CRM setup, standardized object views, and created custom record and property structures to support marketing segmentation.

We connected social and ad accounts, Google Analytics, and subdomains, built reusable email and landing page templates, and recreated forms for consistent lead capture.

With training and live support, we ensured the team could leverage CRM data for targeted campaigns, integrate workflows efficiently, and track performance from day one.

Key Results:

Optimized existing HubSpot CRM for marketing use
Standardized Contact and Company object views and create settings
Enabled HubSpot Marketing Hub to centralize campaigns and data
Connected social accounts: Facebook, LinkedIn, Twitter, Instagram
Linked ad accounts: Google Ads, LinkedIn Ads, Facebook Ads
Integrated Google Analytics for full campaign tracking
Configured subdomains for landing pages and email web versions
Authenticated email sending domain and set sender names/addresses
Built one marketing email template and one landing page template
Rebuilt up to three forms and enabled collected forms
Imported CSV data with up to 20 custom properties for segmentation
Configured basic form notification settings for faster follow-up
Established repeatable frameworks for landing pages, emails, and forms
Enabled data-driven marketing leveraging CRM contacts and companies
Created a scalable foundation for future multi-channel campaigns and reporting

CRM Optimization for Marketing

We leveraged Optera Climate’s existing CRM setup by standardizing object views, create settings, and custom properties, ensuring their sales data could seamlessly support marketing campaigns and segmentation.

Multi-Channel Integration and Centralization

By connecting social and ad accounts, Google Analytics, subdomains, and email domains, we created a centralized HubSpot Marketing Hub environment that captured leads across channels and enabled consistent campaign management.

Adoption-Focused Enablement

Through hands-on Marketing Hub training and live support, we empowered the team to use CRM data for targeted campaigns, adopt new tools effectively, and integrate marketing workflows into their daily operations.

STRATEGIC BUILDING BLOCKS OF

HubSpot Marketing Operations

Technical Alignment

Ensured all integrations and accounts were connected and configured correctly.

HubSpot Forms

Recreated up to three forms and embedded on website.

Branding Defaults

Established consistent colors, fonts, and layouts for all marketing assets.

Social Media Connection

Linked Facebook, LinkedIn, Twitter, and Instagram for centralized posting.

Ad Accounts Integration

Connected Google, LinkedIn, and Facebook ads for campaign tracking.

Google Analytics

Integrated analytics for full campaign visibility.

Subdomain Setup

Configured landing pages and email web versions under branded domains.

Email Domain & Senders

Authenticated email domain and added sender names and addresses.

Templates

Designed one marketing email template and one landing page template.

CRM Review

Assessed existing CRM setup to optimize for marketing.

Object Views

Customized Contacts and Companies views for easier data access.

Marketing Hub Training

Delivered 60-minute session focused on real workflows and adoption.

Extremely organized, helpful, and knowledgeable!

“Market Veep helped us onboard onto the HubSpot Marketing platform. They helped us connect all of our social, Google, and website applications and created branded landing pages and emails (that looked exactly like the design we had mocked up for them). They were able to answer all of our technical questions and gave a comprehensive demo of how to use the platform. I highly suggest Market Veep for HubSpot Marketing setup and onboarding!”

Jenny Jones, Marketing Manager

Conclusion

By optimizing Optera Climate’s existing HubSpot CRM for marketing and implementing Marketing Hub, we created a unified, scalable platform for multi-channel campaigns and data-driven decision-making.

This project not only improved lead capture, tracking, and segmentation but also empowered the team to run campaigns more efficiently and strategically.

The result is a marketing system fully integrated with their CRM, ready to support growth and reporting across channels.

CRM Alignment

Standardized objects, views, and properties allowed marketing to leverage existing sales data for segmentation and campaigns.

Centralized Marketing

Connected all channels, templates, and forms to HubSpot Marketing Hub for consistent lead capture and reporting.

Team Enablement

Training and live support ensured the team adopted Marketing Hub confidently and could execute campaigns efficiently.

TURN HUBSPOT INTO

Your Marketing Growth Engine

If you want to centralize your marketing operations and build a scalable, multi-channel system like Optera Climate, Market Veep can help. We focus on strategic implementation, clean configuration, and adoption-focused enablement.

With Market Veep, you can expect:

A unified marketing platform for all channels
Improved lead capture and data reliability
Faster team adoption and reduced setup friction
A foundation for scalable campaigns and reporting

Contact us today to discuss your Marketing Hub onboarding and start building a high-performing, data-driven marketing system.

Turn HubSpot Into Your Marketing Growth Engine

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