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Case Study

Sales, trials and product data in one HubSpot, ready for a SaaS launch

Primefold, a German AI platform, sells in two ways: through its sales team and through a free trial. We set up one HubSpot for both, with lead, deal and trial pipelines and the product data of every workspace. HubSpot was ready for Primefold's first paid ad campaign, and we still support the team as its RevOps partner.
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★★★★★ 5.0 · Verified review on Clutch ↗

★★★★★ Verified on Clutch
Primefold

HubSpot setup and RevOps support

Client

Primefold

Industry

AI software

Location

Germany

Hubs

Sales Hub Enterprise, Marketing Hub

Timeline

Since April 2026

What changed.

From one shared pipeline to a HubSpot for sales, trials and product data.

Before

After

Before

One pipeline for both the sales process and trial tracking

After

Separate lead, deal and trial pipelines, and each step creates the next record on its own

Before

Product data reached HubSpot only as contact fields

After

The plan, usage and subscription limits of every workspace in HubSpot

Before

Product emails sent from a separate system

After

Product nudge emails in HubSpot workflows, apart from marketing emails

Before

Paid campaigns about to start, with no way to route their leads

After

Leads from paid ads routed to a meeting or a trial, ready for the first campaign in July 2026
01

The situation

Primefold is a German AI platform. It turns customer feedback, market data and internal sources into clear answers and recommendations. In April 2026 the team was preparing the public launch of its product, and HubSpot had to be ready for it.

  • One pipeline held both the sales process and trial tracking, so stages were updated by hand
  • Trial sign-ups could not be matched to the contacts sales was already talking to
  • Product emails were sent from a separate system, so sales could not see what a trial user had received
  • Paid ad campaigns were about to start, with no way yet to route their leads or see where they came from
02

How we approached it

1
Workshops and architecture
Workshops with the leadership, sales and customer teams to map both ways of buying, then a CRM architecture: leads, deals and a trial record for each account. April 2026.
2
Sales and trial build
Lead, deal and trial pipelines with automatic hand-offs, and trial emails. May 2026.
3
Team onboarding
Training for the sales and customer teams: views by plan, activity logging and sequences. May and June 2026.
4
One lead pipeline and the ad launch
Every lead source in one pipeline, lead priority with instant alerts for hot leads, and routing for leads from paid ads. June and July 2026.
5
Workspace object
A custom object for product workspaces, with their plan, usage and subscription limits. We designed the data model and the matching rules, and Primefold’s developers built the connection. July to September 2026.
6
Ongoing RevOps support
Product nudge emails moved into HubSpot workflows, and a cleanup of the trial pipeline. Since September 2026.

What we built.

  • Lead, deal and trial pipelines

    Every lead, from outreach, the website or ads, starts in one lead pipeline. A booked demo creates the deal. A started trial creates a trial record that runs until the account buys a plan or the trial ends.

  • Workspace object

    Each product workspace is a record in HubSpot, linked to its users, company and deal. It shows the plan, usage and subscription limits, so sales sees how each account uses the product.

  • Lead priority and routing

    Leads from paid ads and the website get a priority. Hot leads send an instant alert to the team, and each lead is offered the next step that fits it: a meeting or a trial.

  • Trial and product emails

    Time-based trial emails and product nudge emails run in HubSpot workflows, apart from marketing emails.

  • Data for reporting

    Clear lifecycle stage rules, industry and use case fields, reasons for lost leads and deals, and test accounts kept out of reports.

  • Training and support

    Training for the sales and customer teams, then ongoing RevOps support.

In the client's words.

Verified review

Read the full review on Clutch ↗

5.0

★★★★★

Quality
5.0
Schedule
5.0
Cost
5.0
Willing to refer
5.0

The review

“Deeps Solutions delivers on time and is highly professional, flexible, and open to supporting us in many different areas.”
October 15, 2026
“The team has also integrated workspace-level product data, such as plans, usage, and subscription limits, into HubSpot. The core setup was completed in September 2026. Moreover, product nudge emails have been moved from the internal email system into HubSpot workflows, so marketing and transactional emails are now separated.”

The reviewer

Vlatko Draganovic

Head of GTM, Primefold

Information technology

Clutch is an independent B2B review platform. It checks every reviewer before a review is published.

Read the full review on Clutch ↗

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