Resources Blog

Lead Scoring Workbook [Template]

HubSpot is sunsetting legacy lead scoring properties on August 31st—are you ready to make the switch? This Lead Scoring Workbook is designed to...

RevOps HubSpot Sales Ops MarOps Guides & E-Books Lead Scoring

Case Study: Increasing Free Trial Conversions with Webhook-Enabled HubSpot Forms and Landing Pages

Project Overview When a SaaS client needed to migrate their free trial form off of an existing web page to improve conversion rates, the Pros...

Integrations Customer Case Study HubSpot Integrations & Custom Development Case Studies Webhook HubSpot Forms HubSpot Landing Pages

Meet the Team [Video]

Process Pro wouldn’t be who we are without our team. We’re a fully remote crew of problem solvers who lead with kindness, collaborate with...

Videos

Process Pro Team Retreat 2025 - Santa Monica, CA [Video]

In April, the Process Pro team packed their bags for a retreat in sunny Santa Monica. From a cooking class to sightseeing, karaoke, and arcade...

Videos

Case Study: Streamlining HubSpot Lead Routing Automation for Global LMS Provider

Project Overview Totara, a global learning management system (LMS) provider with a partner-led sales model, needed a more effective way to route...

RevOps Workflows HubSpot Sales Ops Lead Routing Customer Case Study HubSpot Projects Case Studies Lead Management Companies Lifecycle Stages HubSpot Forms

Getting Started with HubSpot Custom Events

As your marketing and operational strategies become more sophisticated, the need for precision in your data tracking becomes essential. Standard...

RevOps Reporting Integrations HubSpot Implementation HubSpot Integrations & Custom Development HubSpot Product Updates MarOps Blogs Custom Events

Pro Tip: Managing Deactivated HubSpot Users at Scale

How we built a scalable process for managing deactivated HubSpot users at scale and automatically reassigning records. The Problem As SaaS...

RevOps Workflows Contacts HubSpot Leads Deals Blogs Pro Tip Users

Steps for a Successful HubSpot Migration

Migrating your CRM isn’t simply about moving data—it’s about evolving your business processes, unifying your systems, and enabling your...

RevOps Custom Objects Contacts HubSpot Deals Custom Migration Blogs

[Webinar] Migrating to the New HubSpot Lead Scoring Tool

Join Our On-Demand Webinar: Migrating to the New HubSpot Lead Scoring Tool With HubSpot legacy scoring properties being sunset on August 31st,...

RevOps HubSpot Sales Ops MarOps Lead Scoring Webinars

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