Case Study: a leading wealth management company speeds lead transfer with ATAK Interactive’s HubSpot-Salesforce integration

Leading Wealth Management Company cuts lead transfer from 2 days to 7 minutes with ATAK Interactive

A leading wealth management company faced operational challenges due to disconnected systems between its marketing platform, HubSpot, and its sales CRM, Salesforce. This lack of integration from ATAK Interactive resulted in manual lead transfers that took days, limited analytics, and data duplication errors, severely hindering efficiency and marketing attribution.

ATAK Interactive implemented a comprehensive HubSpot-Salesforce integration, automating the data flow and syncing custom objects. This solution drastically reduced lead transfer time from two days to just seven minutes, eliminated hours of manual work, and provided full-funnel visibility for accurate attribution reporting and improved data accuracy.