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From Manual Workflows to a Revenue Engine Built for Scale
LineLeap partnered with Elefante RevOps to transform their HubSpot environment into a fully automated, data-rich platform, replacing manual contract processes with end-to-end deal-to-contract workflows, building a clean multi-level CRM hierarchy, and giving their mobile-first field sales team the operational clarity to grow faster.
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WHAT OUR CLIENTS SAY
“What an amazing team to work with and very knowledgeable on all HubSpot related matters and implementing my business requirements into the system, not only limited to what they are asked but also coming up with solution to help and improve”
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“Working with Elefante RevOps has been a great experience. Pedro and Andre are kind, approachable, and truly easy to work with. They’ve provided valuable solutions and training that have helped us create more efficient processes”
“Colten, Pedro and Team were critical in our migration to HubSpot. Through every part of the onboarding and implementation they have been attentive and valuable. I look forward to continue working with them with future projects”
“As a rep agency we required a ton of customization. Things started a little slow but then picked up. It would have been beneficial to do a deeper dive into our needs and flow before implementation started. Friendly staff who really seemed to care”
Quick Facts
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Scale-up
Accelerated Growth
SaaS Technology
elefante RevOps Solutions Provided
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HubSpot Implementation
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Data Architecture
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Workflow Automation
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Reporting & Dashboards
Struggle
As LineLeap's go-to-market motion matured, their contract process hadn't kept pace — SOWs and MSAs were generated manually outside of HubSpot, disconnecting contract execution from deal data and slowing the path from proposal to close.
Manual Contract Creation
SOWs and MSAs were generated outside HubSpot, disconnecting contract execution from deal data and slowing the path from proposal to close.
Fragmented Account Hierarchy
The multi-level Brand, Agency, and Venue structure had grown organically and needed cleaner architecture to support accurate association logic and downstream reporting.
Brittle Automations
Automations on HubSpot Data Hub were expensive and fragile, and the Zapier workspace had accumulated duplicate Zaps and 1,446+ held tasks that eroded trust in the system.
No Mobile-Ready Market View
The field sales team relied on external spreadsheets for pre-call market prep, creating friction for a team that operates at high velocity.
Compounding the issue, sales, fulfillment, and accounting workflows lived across HubSpot, spreadsheets, and manual processes, which fragmented visibility and made operational reporting difficult to trust.
Solution
Elefante RevOps built a complete Oneflow contract automation layer: deals in HubSpot now automatically trigger SOW and MSA generation, add the right participants, advance the deal stage to Proposal Sent, and update the record to Contract Executed upon signing — all without manual intervention.
Oneflow Contract Automation
Built end-to-end SOW and MSA automation: deals in HubSpot trigger contract generation, auto-add participants, advance deal stages to Proposal Sent, and update records to Contract Executed upon signing.
Multi-Level CRM Hierarchy
Architected a clean Brands, Agencies, and Venues custom object structure with automated association logic and historical activity logging.
Zapier Workspace Overhaul
Migrated automations from HubSpot Data Hub to Zapier, restructured the workspace, resolved 1,446+ held tasks, eliminated duplicate Zaps, and hardened filter logic.
Mobile Markets Dashboard
Built a mobile-optimized Markets dashboard in HubSpot filterable by city, university, lead status, and venue rank, replacing external spreadsheets for field reps.
OpenPhone + Slack Integration
Integrated OpenPhone with HubSpot via Zapier for clean activity logging and added association change logging with Slack alerts for real-time venue rank updates.
ClickUp Intake Automation
Launched a ClickUp form to HubSpot intake automation and a multi-path Zapier ops layer supporting the full GTM motion across regions.
Results
The transformation was immediate:
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Contract Automation
Oneflow automation eliminated manual SOW and MSA creation — deals now flow from proposal to executed contract with automatic stage progression.
Mobile Market Readiness
The Markets dashboard replaced external spreadsheets, giving field reps a single filterable HubSpot view for pre-call prep in every city and university market.
1,446+ Held Tasks Resolved
Zapier workspace cleanup identified and resolved over 1,446 held tasks, restoring full automation reliability across the ops stack.
Unified Account Data
Clean Brand, Agency, and Venue hierarchy unlocked accurate reporting in Looker and BigQuery and enabled precise ICP targeting and venue prioritization.
Ongoing Partnership
The engagement was extended from a 3-month project to an ongoing RevOps-as-a-Service retainer, reflecting strong ROI and continued operational momentum.
