HubSpot Marketing Hub Setup for a Growing Fintech Brand

The Problem: No Easy Way to Track or Nurture Leads

A fast-growing fintech company wanted to get more business partners. But they had a big problem – there was no clear system to track deals or talk to leads the right way.

The marketing team didn’t have the tools to send personalized messages. The sales team couldn’t see how close a deal was to closing. Everyone was working with different tools, and that caused delays, missed follow-ups, and lost deals.

They needed one powerful system to manage it all.

The Solution: HubSpot Marketing Hub + Smart Automation

That’s when Product Siddha stepped in. The team used HubSpot Marketing Hub to build a full system that helped both marketing and sales teams work together better.

1. Lead Nurturing Workflows
   Product Siddha created custom email workflows that sent messages based on:
   • Lead’s risk profile
   • Where they were in the sales journey

   The emails were tailored to each lead so they felt personal and helpful. As leads moved through the pipeline, HubSpot updated their status automatically – so the team didn’t have to do it by hand.

2. Sales Pipeline Setup
   Next, Product Siddha built a sales deal pipeline that matched the fintech brand’s full sales cycle. This pipeline:
   • Tracked over 400 deals in real time
   • Showed which deals were open, closed, or stuck
   • Calculated average deal age (about 85 days)
   • Helped sales teams know which leads to focus on first

   It turned the sales dashboard into a smart tool that saved time and improved follow-ups.

3. Marketing and Sales Alignment
   Before, the handoff between marketing and sales wasn’t smooth. Leads were falling through the cracks. Now with HubSpot automation, every marketing-qualified lead (MQL) moved seamlessly into the sales process—with all the right lifecycle stages and triggers in place.No more guessing. No more delays.

The Outcome: Smarter

Sales, Stronger Marketing
In just a short time, the fintech brand saw real results:

• A fully automated lead nurturing system that engaged the right people with the right message
• A clear, visual deal pipeline that helped close more deals faster
• Better teamwork between marketing and sales with no leads missed
• Real-time performance insights from the dashboard

HubSpot became the single source of truth for both teams.

Conclusion: HubSpot Automation That Powers Fintech Growth

With help from Product Siddha, this fintech brand now runs a smarter, faster partner acquisition process. Thanks to the HubSpot Marketing Hub setup, lead engagement and deal tracking became seamless. This is how modern MarTech implementation should work – clear, simple, and powerful.