Automated Customer Service Solution for Heat Pump Manufacturer

About the project

Challenges

Building and optimizing internal automation apps for sales, marketing, and operations teams, ensuring scalability and maintainability
Meeting Quatt’s need for a seamless user experience that aligns with its goal of accelerating sustainable heating adoption
Smooth integration with all existing applications like Hubspot and other 3rd party services

Requirements

Create a scalable and efficient internal application that can grow alongside Quatt’s expanding customer base and operational functions.
Deliver on time (6 months)

Key Deliverables

Fully functional automation and internal applications allow application engineers to view, search, and manipulate order data from HubSpot, enriched with customer information.
Smooth integration with HubSpot to retrieve and update order details, including handling images and other data.
An intuitive interface designed to facilitate efficient data handling, ensuring scalability as Quatt’s operations expand.
Real-time updates to ensure that any changes made in the tool are synchronized with HubSpot, supporting accurate reporting and record-keeping.

Main tool

UI Bakery

Additional tools

UI Bakery, JavaScript, Hubspot

Project Timeline

6 months

Akveo’s team, who was working on the project

Mihail Kolesnikov

Full Stack Developer

Solution

Our low-code developer created a UI Bakery application and additional automation that could take a specific list of properties from Hubspot. Our engineer also enriched it with customer information when filling out applications to purchase and install heaters. As a result, we integrated Hubspot, recorded all the necessary information in the CRM system, and developed a convenient web application based on UI Bakery for collecting customer information.

Scope of work

‍Requirements Gathering: Collaborating with Quatt's Sales, Marketing, and Operations teams to understand specific automation needs for customer data management and internal processes.

Architecture Design: Developed a scalable application structure to manage order data from HubSpot, allowing for efficient data retrieval, manipulation, and synchronization.

Development: We used UI Bakery to create an internal application for seamless order processing. Implement JavaScript for custom functionality and Make for workflow automation.

HubSpot Integration: Ensure smooth integration with HubSpot to pull and update order data, including image handling.

Testing and QA: Conduct thorough testing to ensure data accuracy, scalability, and seamless operation across all departments.

Technology Stack

‍UI Bakery: For front-end development of the internal tool, offering a user-friendly interface for data manipulation.

Learn more about UI Bakery consulting and development services we provide

HubSpot API: For CRM integration, allowing real-time access to order data and synchronization of updates.

Make: For process automation, facilitating seamless workflows between HubSpot and the internal tool.

JavaScript: To add custom logic and enhance the tool’s functionality.

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Results

Enhanced Efficiency

The internal application allowed Quatt to automate customer service processes, significantly reducing manual work for the Sales, Marketing, and Operations teams.

Improved Data Accuracy

Integration with HubSpot enabled real-time updates and accurate record-keeping, supporting better decision-making and streamlined operations.

Scalability

The scalable architecture supports Quatt's growing customer base and evolving operational needs, aligning with its mission to accelerate sustainable heating adoption.

Faster Service Delivery

Developed UI Bakery application enabling quicker data handling, improved customer experience, and facilitated a smooth installation process for Quatt's heating solutions.