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How Profoundly helped a HubSpot Solutions Partner delight their client

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Industry

HubSpot Solutions Partner

Challenge

Zippily’s client had a detailed vision for how their systems should connect. They needed HubSpot integrated with PandaDoc for quoting and Abtrac for project management but lacked the internal expertise to implement a custom API solution.

Results

By partnering through Profoundly, Zippily delivered a working HubSpot–Abtrac integration that automatically creates projects when deals close in HubSpot, syncing contact and job data seamlessly across platforms. The project was completed efficiently, with strong client feedback and reusable IP for Zippily.

Integrations

Integration Development

"Profoundly made it possible to access certified HubSpot specialists quickly and confidently, helping Zippily deliver a high-quality integration for our client while expanding our capabilities and service offerings."

Sean Towson

Founder, Zippily

 

Background

Zippily, a HubSpot Solutions Partner based in Auckland, New Zealand, helps businesses modernize their systems and processes through HubSpot. When a client in the engineering sector approached them with a fully mapped ecosystem for HubSpot, PandaDoc, and Abtrac, Zippily was eager to deliver the solution—but needed an experienced technical partner to ensure a reliable, secure integration.

Without access to a trusted HubSpot-certified contractor, the project carried risk. Zippily turned to Profoundly to source a vetted integration specialist capable of delivering end-to-end execution.


Partnering Through Profoundly

Through Profoundly, Zippily connected with a certified HubSpot specialist with deep experience in API integrations.

Working together brought:

  • A clear roadmap and timeline for each phase of the integration.

  • Prompt, transparent communication through Slack for quick iteration.

  • Confidence in technical quality, knowing the work met HubSpot’s standards.

“Profound.ly made it possible to access certified HubSpot specialists quickly and confidently, helping Zippily deliver high-quality integrations for our clients while expanding our capabilities and service offerings.”
— Sean Towson, Founder, Zippily


The Solution

The joint team built a custom HubSpot → Abtrac integration with PandaDoc as the quoting layer:

  1. When a deal closes in HubSpot, it automatically triggers job creation in Abtrac.

  2. All related contact and project information syncs between systems, preserving context and accuracy.

  3. The integration is robust, reusable, and forms part of Zippily’s growing IP library for future client implementations.

Zippily managed client communication and onboarding, while Khristian handled the API build, testing, and optimization.


Results and Client Feedback

The project delivered a seamless, automated data flow between HubSpot, PandaDoc, and Abtrac—removing manual work and reducing human error.

Client reviews:

“Sean and his team at Zippily have gone above and beyond with their services. Their knowledge and expertise in CRM implementation and custom API establishment have been superb. Responsive and proactive; we highly recommend partnering with them.”


Impact for Zippily

Partnering through Profoundly enabled Zippily to:

  • Take on a high-value integration project with confidence.

  • Strengthen their technical delivery without over-hiring.

  • Add new proprietary IP to their agency offering.

  • Deepen credibility with clients through successful execution and public reviews.


Conclusion

Zippily’s collaboration with Profoundly demonstrates how HubSpot Partners can expand service capabilities by accessing certified experts on demand. The result: faster delivery, happier clients, and scalable internal growth.

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