BUILDING A CONNECTED REVENUE SYSTEM WITH HUBSPOT, DOCUSIGN, AND QUICKBOOKS

Days to Launch

HubSpot Integrations

Travel

Industry

The Challenge

Sojourn Ventures was scaling quickly but lacked a centralized system to manage client relationships across marketing, sales, and service. Data lived in separate tools, customer journeys were difficult to track, and internal teams didn’t have shared visibility into the pipeline or support activity. Manual processes across DocuSign and QuickBooks also slowed down contracting and billing.

They needed a unified operating system that created clarity, streamlined handoffs, and automated core functions across the entire customer lifecycle.

The Solution

We deployed a comprehensive onboarding of HubSpot Marketing Hub, Sales Hub, and Service Hub, while integrating DocuSign and QuickBooks Online to eliminate silos and automate key workflows.

Our approach focused on building a connected ecosystem where every interaction, deal, ticket, signature, and invoice flows into a single source of truth.

By aligning data structure, configuring custom pipelines, connecting all digital channels, and training each team, we equipped Sojourn Ventures with a scalable foundation to support their expanding client base.

Key Results:

Fully integrated Marketing, Sales, and Service Hub environment
DocuSign and QuickBooks Online sync directly with HubSpot
Unified analytics through tracking code, Google Analytics, and ads integrations
Connected social and ad channels for consolidated campaign management
Branded subdomains added for landing pages, email views, knowledge base, and customer portal
Email domain authenticated to support reliable communication
Custom email and landing page templates designed
Rebuilt and redeployed three core lead and service forms
Activated collected forms for complete inbound visibility
Tailored deal pipeline with 10 custom stages
Structured ticket pipeline with 10 custom statuses
Imported deal and ticket data with up to 20 custom properties each
Pipeline board views optimized for speed and clarity
Custom views across contacts, companies, deals, and tickets
Custom create settings and association cards for cleaner data entry
Sales and Service documents imported for centralized access
Basic routing automation for leads and tickets
Hands-on training across Marketing, Sales, and Service teams
Real-time support for inbox and calendar integration across reps

Building a Unified Customer Lifecycle Framework

We aligned Marketing, Sales, and Service operations within one HubSpot structure, ensuring every team worked from a shared process—from first touch to long-term client support.

Optimizing Revenue and Service Data Architecture

Custom properties, structured imports, and tailored object views established clean, dependable data that supports accurate segmentation, reporting, and forecasting.

Integrating Core Business Systems for End-to-End Efficiency

DocuSign and QuickBooks Online integrations eliminated manual steps, enabling seamless contract management and financial workflows directly inside HubSpot.

Designing Pipelines That Reflect Real Client Journeys

Deal and ticket pipelines were built to mirror Sojourn Ventures’ operational rhythms, ensuring teams had clarity at each stage of the lifecycle.

Hands-On, Role-Specific Training

We equipped each department with tailored HubSpot training to drive confident adoption and long-term utilization.

FOUNDATIONAL ELEMENTS BEHIND A

Fully Integrated HubSpot Portal

DocuSign Sync

Automated contract handling inside HubSpot.

QuickBooks Sync

Centralized billing information and payment visibility.

Tracking Setup

Funnel-wide analytics across web and campaigns.

Brand Defaults

Cohesive branding across all content assets.

Forms Upgrade

Improved accuracy and automated routing.

Email Authentication

Stronger deliverability for marketing and service comms.

Templates

Conversion-ready templates aligned to brand identity.

Deal Pipeline

Clear revenue stages from prospect to closed client.

Ticket Pipeline

Organized service workflow for faster resolution.

Custom Views

Role-specific data layouts for each team.

Routing Automations

Faster response times for leads and tickets.

Rep Enablement

Live support for inbox and calendar syncing.

Our time with Market Veep was essential to our success!

“Moving our 10-year-old company to HubSpot was no easy feat, and Market Veep was amazing in really trying to understand our business as a whole and create processes to help us become successful with using HubSpot. They were a wealth of knowledge, patient, and very detail oriented. The support they provided has been essential in us using this tool successfully. We are very grateful to Market Veep and would be happy to recommend their services to anybody who might be hesitant!”

Elizabeth West, President

Conclusion

Our strategic onboarding transformed Sojourn Ventures’ HubSpot portal into a powerful, interconnected growth and service platform. By combining multi-hub setup with key operational integrations, including DocuSign and QuickBooks Online, we created a cohesive ecosystem where marketing, sales, and service teams operate with clarity and efficiency.

The result is a scalable, data-driven infrastructure that supports seamless client acquisition, streamlined operations, and exceptional customer support.

Centralized Operations

All teams now work from the same system with unified visibility and shared workflows.

Automation Efficiency

Integrated tools and routing rules reduce manual work and speed up response times.

Scalable Infrastructure

A future-ready HubSpot environment now supports continued expansion across departments.

CREATE A SEAMLESS CUSTOMER JOURNEY WITH

Smart HubSpot Integrations

If your organization is ready to consolidate complex systems and build a unified HubSpot environment that supports your entire customer lifecycle, Market Veep can help. We specialize in strategic multi-hub implementations that eliminate operational friction and unlock scalable growth.

Partnering with Market Veep ensures:

Cleaner data and smarter reporting
Faster, more automated processes
Stronger collaboration across marketing, sales, and service
More predictable pipeline and service workflows
A HubSpot portal built to scale with your business

Create a Seamless Customer Journey with Smart HubSpot Integrations

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