How Galley Uses CustomerIQ to Automate Hubspot CRM Data Entry

Overview

Galley Solutions leverages CustomerIQ’s CRM data entry automation and advanced HubSpot integration to streamline and automate their CRM, significantly enhancing visibility for sales, customer success, and leadership teams.

The Challenge

Galley Solutions faced difficulty in maintaining accurate and consistent CRM data across their teams. Critical sales information like customer concepts, challenges, objectives, and deal descriptions were often scattered across various platforms or were inconsistently documented by Account Executives (AEs).

“We were just having trouble wrangling that information. AEs kept notes everywhere—CustomerIQ, Slack, their own success plans. There wasn’t one single source of truth.”

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The Solution

By integrating CustomerIQ with HubSpot, Galley automated CRM data entry, capturing and pushing essential information seamlessly from sales meetings directly into HubSpot properties. Lizzy strategically configured properties to auto-populate from CustomerIQ to HubSpot at multiple levels—deal, contact, and company.

“Now our AEs don’t have to think about capturing data—it’s done automatically. They’re not worried about playbooks or having HubSpot open. CustomerIQ captures exactly what we need.”

Lizzy established automated workflows to ensure critical deal-level insights were always transferred and visible at the company level:

• Concept
• Challenges
• Objectives
• Deal description
• Industry-specific integration requests

Results

Galley Solutions experienced significant improvements in CRM data consistency and team alignment. Sales teams, sales managers, the CRO, and customer success teams now have immediate access to detailed, accurate customer insights—greatly enhancing the efficiency of deal reviews, onboarding processes, and customer success interactions.

“Anyone can come into a deal now and instantly understand the customer’s concept, challenges, and objectives. Customer success doesn’t have to chase down AEs for details—it’s all right there.”

Additional improvements include:

• Enhanced visibility of discovery questions captured by CustomerIQ.
• Simplified coaching opportunities with clearer data for managers.
• Continuous improvement by tracking technology stack information to optimize dropdown fields.

“We’re finally getting consistent data. It’s just a game changer for our team.”

Looking Ahead

Galley Solutions plans to expand their usage of CustomerIQ by:

• Reviewing and optimizing their CRM properties in HubSpot.
• Enhancing early-stage data capture at the contact level to streamline future deal management.
• Continuously refining and automating workflows to maintain robust CRM data integrity.

Why CustomerIQ?

Compared to other tools Galley Solutions previously used, CustomerIQ uniquely automates data entry directly into HubSpot, eliminating the manual steps and limitations associated with traditional playbook-based tools.

“No other tool we tried ever pushed information directly into HubSpot without manual playbooks. CustomerIQ makes it effortless for our AEs.”