ClearPivot

06/02/2026

Shoutout to our teammate Andrew on another 5-star review! ⭐⭐⭐⭐⭐

Kiri O'Connor at praised Andrew for going above and beyond to tailor HubSpot to their very specific needs with patience, kindness, and attentiveness every step of the way.

Setting up HubSpot so your team is fully bought in starts with it being a solution tailored to your needs, pain points, and company nuances. That's what great onboarding can do!

Another job well done, Andrew!

05/28/2026

Another s/o to Andrew Chao Daongam: a pro at helping companies get a successful start using HubSpot.

Andrew helped transition their marketing automation to HubSpot with clarity and insight. At ClearPivot, we know it's not just about understanding how to use a platform; it's about understanding how to use it for your specific needs. That's what leads to long-term success!

05/26/2026

Shoutout to our teammate, Andrew Chao Daongam, on another glowing review! 🌟

Blake calls out Andrew's expertise on setting up HubSpot CRMs and his teaching style. At ClearPivot, we will take the time to truly listen and understand your CRM needs from the ground up.

Being called an invaluable asset to ClearPivot is the highest compliment, and it's absolutely well deserved. This is exactly the kind of experience we strive to deliver for every client.
Thank you, Blake, for the kind words. And another job well done, Andrew! 🙌

05/21/2026

Getting your email suspended is one of the most disruptive things that can happen to your sales or marketing operation — and it's more common than you think.

In episode 55 of the RevOps Hero Podcast, "Lessons Learned from 85 HubSpot Onboardings," we break down how email suspensions happen in HubSpot and Gmail, what triggers them — like oversending or spammy practices — and why something as simple as sending 500 sequences at once can get your account flagged.

The fix? Make sure you have consent, send thoughtfully, and don't wait until you're suspended to think about it. Getting unsuspended is a painful process.💀


🎧Catch the full episode:
* YouTube: https://hubs.ly/Q04hky_l0
* Apple Podcasts: https://hubs.ly/Q04hkFqZ0
* Spotify: https://hubs.ly/Q04hkBgR0

05/19/2026

Course correction is inevitable. How you communicate it is everything.
In this episode of the RevOps Hero Podcast, ClearPivot's Chris Strom sits down with James Jackson, VP of RevOps at Canva, to talk about one of the most challenging moments in leadership: announcing structural changes like quota adjustments or compensation shifts.
The takeaway? When something changes externally in the market or internally — like a product launch that didn't land — the best way to maintain credibility is through clear, transparent communication about the why.
Your team can handle the change. What they can't handle is feeling like it came out of nowhere.
🎧 Listen to the full episode wherever you get your podcasts:
* https://hubs.ly/Q04h9s7b0
* https://hubs.ly/Q04h9vFf0
* https://hubs.ly/Q04h9yyB0

05/14/2026

We're proud to announce that ClearPivot has been awarded the HubSpot Partner Directory Software Industry Specialist badge! 🏅

This recognition reflects our team's ability to deliver industry-specific HubSpot solutions, integrations, and use cases — and our deep understanding of the unique challenges software companies face.

For our clients in the software industry, this means working with a partner who doesn't just know HubSpot — they know your world.

A huge thank you to our team and clients who made this possible. We're committed to helping software companies grow better with HubSpot.

05/12/2026

HubSpot onboarding doesn't have to take months. Big thanks to Gustavo from for the kind words about your experience working with our teammate Andrew! Seamless and efficient are exactly what we want a client's experience to be with their onboarding process. Cheers, Gustavo!

05/08/2026

Shoutout to Andrew Chao Daongam on another glowing review! 🌟

Chris Yarn at Walk On Clinic, Inc praised Andrew Chao Daongam for being phenomenal at teaching the team how to use HubSpot, customize fields, and get answers to every question along the way.

On time, prepared, and always ready to help. That's what great onboarding looks like!

Another job well done, Andrew! 👏

05/06/2026

For a lot of GTM teams, the best conference moment is the hallway conversation, not the booth scan. Measuring that is hard. Acting on it is harder.

In our latest RevOps Hero Podcast episode, Chris Strom sits down with Jacqueline Freedman to talk about marketing ops for events, the difference between attribution and incrementality, and how to follow up without burning the room.

We cover:

🤝 Why in-person events feel like a "college reunion" for distributed GTM teams
📊 Attribution vs. incrementality, and where event measurement breaks down
🎯 Why attendance is not intent, and what a qualified signal actually looks like
🔁 Building a consent-based handoff between marketing and sales
⚠️ When the post-event motion is bad enough that you should not have run the event at all

If your calendar is built around conferences and trade shows, this one is worth your time.

▶️ 🎧 Links in the comments 👇

05/06/2026

A high-growth cybersecurity company came to us with a serious revenue operations problem.

They had nearly 200 workflows, broken lead routing, and persistent sync errors across their Salesforce and HubSpot platforms. Sales didn’t trust the data. Marketing couldn’t rely on reporting. Leads were falling through the cracks.

We stepped in to:
• Conduct a full technical and lifecycle audit
• Clean up data architecture and naming conventions
• Consolidate and rebuild workflows
• Rewrite territory and routing logic
• Stabilize the HubSpot–Salesforce integration

The result: no more missed leads, no more sync fire drills, and reporting the team could finally trust.

Read the full case study here:

From missed leads and broken syncs to clean data and reliable reporting: here’s how we transformed HubSpot and Salesforce for a fast-scaling cybersecurity company.