Connect Your Stack. Automate What Matters.

We streamline your workflows by integrating the tools you already use and automating the work that slows you down.

Hull Advisory Partners Working

How It Works

From Manual to Magical

We reduce context-switching, human error, and tool fatigue by designing automation that fits your existing systems.

Our integration projects start with mapping the systems your team uses every day. From there, we define where handoffs break, where data gets lost, and where manual tasks drag momentum. Then we build workflows that bridge those gaps with automation logic, triggers, and alerts across your tools. Whether it’s Slack, HubSpot, Asana, Zapier, Intercom, or Salesforce; we make it all work together.

What We Deliver

Automations That Free Up Time and Reduce Chaos

From pipeline alerts to reporting triggers and system handoffs, we deliver integration projects that make your team faster and more informed.

CRM & Sales Automation

Reduce time spent on admin work. We connect your CRM to scheduling tools, form capture, outbound emails, and lead scoring triggers.

Internal Workflow Integration

We eliminate the copy-paste between platforms. Tasks, reminders, and alerts get passed automatically between Slack, Asana, Notion, and your CRM.

Reporting & Alerts

You don’t need more dashboards. You need smart notifications that show up where your team already works. We design automated insights via Slack, email, or HubSpot so no one misses a signal.

Product & User Behavior Sync

We integrate tools like Pendo, Segment, and Intercom to ensure Product data fuels Customer Success, Marketing, and Sales. Create logic-based workflows that adapt to user behavior in real-time.

Marketing Automation Sync

We align your marketing automation tools like HubSpot, Marketo, and Mailchimp with your CRM, sales signals, and web analytics to ensure messaging flows based on real-time engagement.

Customer Journey Sync

Your customers move across tools and teams. We help you connect touchpoints from marketing to onboarding to renewal so no moment gets lost. Whether it’s syncing user actions with sales alerts or feeding onboarding completion into CS workflows, we ensure the experience feels connected and proactive.

"Our client handoffs were clunky and inconsistent. Hull Advisory built integrations between HubSpot, Slack, and Asana. Now handoffs are seamless, timely, and visible across the team."

Client Use Cases3 Ways We Drive Impact Through Automation

From lead flow to onboarding to cross-functional sync—here's what automation looks like in your day-to-day.

Marketing → SalesFrom Form to Follow-Up

Never miss a lead handoff again

When someone fills out a demo form, the CRM assigns ownership, creates a task, sends a Slack alert, and triggers a drip campaign—ensuring every lead is followed up fast.

Use Case - Marketing → Sales - From Form to Follow-Up (2)

Sales → SuccessHandoff to Onboarding

Turn closed-won into onboarding momentum

When a deal closes, onboarding workflows start instantly: Asana projects are created, welcome emails go out, and internal alerts are triggered so no detail is missed.

Use Case - Success → Client VisibilityAuto-Populated QBR Decks

Success → Client VisibilityAuto-Populated QBR Decks

Let your data tell the story

We connect data sources to slide templates, auto-generating client-ready QBR presentations that highlight product usage, KPIs, and outcomes. So your team can focus on the strategy, not formatting.

Pricing & Service Tiers Automations That Scale With You

Whether you're connecting a few tools or transforming your entire workflow, our packages scale with your tech stack and your team’s complexity.

Light workflows between 2-3 systems
Includes:

  • Workflow scoping + system mapping
  • 2-3 key automations
  • Light documentation + alert testing

Core Automation Build - $7,500 to $11,000

Ops teams connecting pipelines, alerts, and task creation
  • CRM, Slack, project mgmt tool integration
  • Reporting + event triggers
  • User permission logic

Complex multi-department toolchains + GTM automation

  • Up to 6 integrated tools
  • Custom API workflows or Zapier builds
  • Full rollout + 30-day support window

Ready to Integrate & Automate?

Let’s turn your tech stack into a seamless experience.