Pro Tip: Using HubSpot URL Properties to Automate Case Study Approvals
When marketing teams create content that requires approval from external stakeholders, like customer case studies, a major bottleneck is...
Case Study: How Zartico Transformed Sales Visibility and Retention with a Scalable RevOps Foundation
Project Overview As Zartico continued to grow its platform and product offerings, the company identified an opportunity to strengthen its...
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...
![Meet the Process Pro Team [Video]](https://www.processproconsulting.com/hs-fs/hubfs/meet-the-team-video.jpg?height=400&name=meet-the-team-video.jpg)
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...
![Process Pro Team Retreat 2025 - Santa Monica, CA [Video]](https://www.processproconsulting.com/hs-fs/hubfs/retreat-video.jpg?height=400&name=retreat-video.jpg)
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...
Case Study: Streamlining HubSpot Lead Routing Automation for a 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...
Pro Tip: HubSpot Custom Quoting Templates Using Conditional Deal Information
Building an effective sales process can sometimes be a challenge for SaaS companies, especially when the process for building quotes is clunky...
Migrating to the New HubSpot Lead Scoring Tool
With the legacy lead scoring property set to sunset on August 31st, 2025, updating your process is essential to avoid any disruption in your...