Sales Hub Automation and Process Alignment for Plastinver Case Study

Through a close collaboration, Digifianz and Plastinver redefined the company's commercial and operational processes by centralizing sales and connecting multiple internal teams within a single, automated HubSpot CRM platform. The result: smoother workflows, better cross-department visibility, and a more efficient way to track deals through every stage of their lifecycle.

About Plastinver:

Founded in 2001, Plastinver is a 100% Mexican company dedicated to meeting the needs of the protected agriculture industry. With over two decades of experience, they provide tailored solutions for greenhouse and crop protection projects, offering high-quality materials and services for agricultural producers across Mexico. Through innovation, specialized attention, and a strong commitment to their clients' success, Plastinver has positioned itself as a trusted partner within the agri-business sector.

Project and Goal:

Before partnering with Digifianz, Plastinver had no integrated system to manage operations across departments. They were using a different CRM exclusively for the sales team, which was completely disconnected from other critical areas like logistics, development, and collections. This made it difficult to track deals through their full lifecycle and to detect operational bottlenecks.

Our goal was to design and implement a fully integrated HubSpot platform from scratch — one that would not only automate the sales process but also connect and synchronize it with the internal processes managed by other departments.

The project included:

• Migrating data: contacts, companies, and product information.
  
  
• Implementing a fully automated sales pipeline, with:

• • Follow-ups for different teams.
  • Notifications for each department manager.
  • Automated task creation and status updates.

• Setting up additional pipelines for:

• • Logistics.
  • Product Development.
  • Collections.

• Connecting the main sales pipeline with the others through automated workflows. For example:

• • When a deal reaches the “Development” stage in the sales pipeline, it automatically triggers a corresponding deal in the Development pipeline.
  • Once it reaches “Completed” in Development, the deal stage in the Sales pipeline moves forward automatically, continuing this synchronized flow between processes.

• Creating custom deal properties and personalized record views.
  
  
• Implementing pipeline labels to prioritize deals by urgency.
  
  
• Designing quote templates to standardize and speed up proposal delivery.

Main Challenges:

Plastinver only had HubSpot Sales Pro, without Service Hub, but wanted to create a dedicated pipeline for each team to record, track, and connect sub-stages within their internal processes. The goal was to accurately measure where bottlenecks were occurring in the overall customer workflow — something that required creative technical solutions given their subscription level.

Results and Outcome:

We successfully integrated Plastinver’s commercial process with the rest of the organization by building four interconnected pipelines, with the main Sales pipeline at the core.

Key outcomes included:

• Automated workflows for creating records, changing statuses, sending internal notifications, and assigning follow-up tasks to both sales representatives and managers.
  
  
  
  
• Complete visibility of each deal’s status in real time across departments.
  
  
• Simplified processes and reduced manual errors by ensuring every department was automatically alerted when a deal reached a relevant stage for them.
  
  
• Organized urgency levels with deal labels for better task prioritization.
  
  

• Streamlined quoting with new customizable templates.
  
  

Guidance and Continuity:

After completing the Sales Core Onboarding, Plastinver opted for an ongoing 5-hour monthly support subscription with Digifianz to ensure continuous guidance as their team adapted to the new platform.

• Live working sessions to address team questions and special client cases.
  
  
• Support for troubleshooting workflow errors or adjusting processes.
  
  
• Iterative improvements based on team feedback and operational needs.

Conclusion:

This project transformed Plastinver’s internal operations by aligning every department involved in the customer journey within a single, connected HubSpot ecosystem — all with a Sales Pro subscription. The collaboration continues to thrive thanks to proactive support, real-time issue resolution, and continuous optimization.

If you are in search of a qualified partner for your HubSpot CRM implementation and process automation project, we would love to speak with you!