Current Pain Points:

• Manual extraction of Smartlead data is time-consuming
• Cross-referencing with HubSpot stages is error-prone
• Creating consistent reports requires significant effort
• Real-time visibility into campaign performance is limited

Our Solution:

This workflow automates the entire reporting process, reducing manual effort by up to 95%. It pulls data directly from Smartlead, matches it with HubSpot lifecycle stages in a PostgreSQL database, and generates ready-to-use reports in Google Sheets - all on a schedule you define. The result? Accurate, consistent reporting that takes minutes instead of hours.