Case study · AI & Automations
Their CRM and their website,
finally talking.
Cell Line Genetics sells specialized lab testing to researchers. We built them a custom ordering platform and connected it to HubSpot, so their team stopped typing the same information into two systems.
- 1,620
- client accounts kept in sync automatically
- 5
- lab services clients can now order online
- 0
- accounts set up by hand
The problem
Every service CLG offers has its own order form with dozens of specialized fields. Clients sent orders by email, PDF and phone, and the team retyped everything into HubSpot and a set of spreadsheets.
Nothing talked to anything else. Every new client meant entering the same details twice, every order meant chasing missing information, and clients couldn’t see the status or history of their own orders.
What we built
HubSpot and the website update each other
When the team adds a contact in HubSpot, that person automatically gets a portal account with the right company and the right order forms. Remove them in HubSpot and their access is switched off.
A self-service client portal
Guided order forms for five lab services, order history, cell-line tracking and PDF order confirmations on demand.
Secure from the first login
New clients get an activation email and set up two-step login. Every message between HubSpot and the website is verified before it’s trusted.
Built for how they actually work
Four custom WordPress plugins handle logins, product search, account emails and PDFs, on a custom theme.
What changed
- Clients place complex orders themselves, through one portal, instead of by email, PDF and phone.
- Every new HubSpot contact becomes a ready-to-use portal account, with no one setting it up.
- More than 1,620 users across hundreds of companies stay in sync without anyone maintaining them by hand.
“Thank you for the work your team has done on the CLG website. It was a very difficult project, and your team performed well throughout. I appreciate your team’s effort and professionalism.”
Got systems that
don’t talk?
Tell us where your team is typing the same thing twice. We’ll tell you how we’d connect it.
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