Delivered 30% engagement increase with HubSpot CRM Customization for Global Business Automation

About The Company 

Our client is a leading player in the Retail & Consumer Goods industry, operating across Australia, Europe, and the USA. With a growing customer base and a fast-expanding portfolio of products sold both online and offline, they needed a robust CRM system to unify their global operations and enhance customer engagement.

Summary 

A leading Retail & Consumer Goods brand based in Australia partnered with CloudCache Consulting to develop a centralized HubSpot CRM system for operations across Australia, Europe, and the USA. The solution included two-way XERO integration, Shopify eCommerce sync, and Klayvio marketing automation. It enabled faster onboarding, reduced manual work by 60%, and improved campaign effectiveness by 30%. Teams now access unified dashboards and customer data in real time, allowing consistent service across global markets. CloudCache's tailored implementation helped the client automate, integrate, and scale their business operations effectively.

Customer Challenges:

The client wanted to develop a fully integrated HubSpot CRM system that would serve as the central platform for managing customer relationships across three continents. However, there were specific roadblocks in achieving this vision:

• Lack of Centralized Customer Data: Customer data from different regions were scattered across multiple platforms, including Klayvio for marketing, XERO for accounting, and Shopify for eCommerce operations.
• Manual Data Syncing: Their teams had to manually reconcile data between systems, which slowed operations and increased chances of human error.
• Limited Marketing Personalization: Disconnected data prevented personalized email campaigns and accurate customer segmentation.
• No Two-Way Accounting Integration: The XERO integration only allowed for one-way data flow, limiting visibility into invoices and payments from within the CRM.
• Scaling Concerns: As the business expanded globally, existing processes lacked the flexibility to scale efficiently.

Solution

CloudCache Consulting partnered closely with the client to architect and implement a custom HubSpot CRM solution tailored for international operations. 

Here’s how we approached the project:

HubSpot CRM Architecture & Setup 

We began by creating a region-specific CRM layout within HubSpot, with segmentation and automation workflows for Australia, Europe, and the USA. Custom objects and pipelines were configured to align with their business processes, including lead capture, customer lifecycle, and support management.

Two-Way XERO Integration 

Using Make.com and HubSpot APIs, we enabled two-way syncing between HubSpot and XERO. This allowed sales and finance teams to view invoices, payment status, and customer transaction history directly from the CRM.

Shopify Integration 

To centralize order data and customer behavior from their online store, we integrated Shopify with HubSpot. This enabled:

• Automatic syncing of order data
• Trigger-based marketing workflows (e.g., cart abandonment emails)
• Real-time product analytics within CRM

Klayvio Marketing Automation Sync 

We connected Klayvio with HubSpot to enhance marketing automation. Segmented customer lists based on activity, behavior, and purchase history were built to run personalized campaigns across global markets. Campaign performance metrics were also synced back into HubSpot for better visibility.

Automation of Key Workflows 

Several business workflows were automated:

• Lead qualification and handover
• Order confirmation and customer follow-up
• Payment reminders and invoice generation
• Customer support ticketing and escalation
• Each region had tailored workflows, maintaining compliance with local practices while ensuring global consistency.

Results

The fully integrated HubSpot CRM deployment brought tangible improvements across departments:

• 60% reduction in manual data entry through real-time automation
• Full financial visibility enabled by two-way XERO sync
• 30% increase in marketing campaign engagement due to advanced segmentation and personalized outreach
• Unified reporting dashboard for decision-makers to track KPIs across all three regions
• Teams in Australia, Europe, and the USA now work from a single source of truth, resulting in better collaboration, faster response times, and improved customer satisfaction.

Technology and Tools Used: 

HubSpot, Xero, Klayvio, make.com

Final Words 

This unified HubSpot CRM solution, coupled with intelligent integrations with XERO, Klayvio, and Shopify, created a strong digital backbone for future growth.
At CloudCache Consulting, we specialize in delivering tailored CRM solutions that solve complex business challenges across industries and borders. Whether you’re managing local workflows or scaling globally, we help you build the right systems to grow smartly and sustainably. See our work and reviews on Upwork.