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Implementations Get Complex

When HubSpot Alone Isn't Enough

A deal lands. MRR's over $3,500. Complexity hits: integrations that don't talk to each other, data architecture conflicts, and custom processes HubSpot wasn't built to handle. Legacy systems that need to live alongside HubSpot.

Regulated industry compliance on top of it all.

Luis Polanco
Sr. RevOps Strategist

8+ yrs at HubSpot, Principal Onboarding Rep,  Strategic Accounts
Connect with Luis on SLACK: Contact Clevyr's PDM, Dom Singer

Technical Work We Handle

Complex Custom Integrations & Compliance Expertise

Clevyr's HubSpot practice sits inside a 100% On-shore, 40+-person full-stack custom software company. Most partners would have to subcontract out, this engineering team is already in-house — not a hand-off to a separate vendor.

  • Custom Integration DevelopmentAPIs, Webhooks, data syncs between HubSpot and legacy systems
  • Regulated Industry Implementation — Healthcare, Financial Services, Manufacturing—HIPAA, compliance-aware architecture
  • Legacy System Migrations — ERP to HubSpot data flow, historical data preservation, clean cutover
  • Complex Data Architecture — Multi-system data sync, master data management, audit-trail requirements
  • RevOps Strategy + Custom Build — Process design and technical execution in one engagement
  • Download Capabilities Doc

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Two Quick Samples - Want More?


FCC Compliant Verbit Integration

T-Mobile Relay Conference Captioning

T-Mobile Accessibility needed to retire a legacy captioning platform without disrupting an FCC-regulated accessibility service. Clevyr rebuilt it on HubSpot CMS with a live, bidirectional integration to Verbit's captioning API and state-by-state compliance logic — launched ahead of schedule, with zero downtime.

  • ADA/WCAG 2.2 AA-compliant multi-step forms — accessibility HubSpot can't deliver natively
  • Real-time, bidirectional integration with Verbit's captioning API — not a one-way webhook
  • State-by-state legal compliance logic, self-managed by the client without developer support
  • Delivered inside a live, FCC-regulated accessibility service for a Fortune 50 telecom
  • Full-platform cutover executed with zero downtime, ahead of schedule
  • View Integration Diagram
  • View Documented Inegration Plan

RAMCO Association Management Integration

Asset Management & Association Services

(updating with more integration details)

Asset Management & Association Services runs membership operations for twelve REALTOR® associations out of a single HubSpot portal. Thousands of members were silently vanishing from marketing segments, and no one could say which association they belonged to or why. Clevyr audited the live RAMCO-to-HubSpot sync, traced the failure to broken associations scattered across five custom objects, and rebuilt the integration — then documented every rule, so the AMAS team owns the system outright.

  • Identified the root cause of 3,000+ members disappearing from 100+ marketing segments
  • Rebuilt broken associations across five custom objects in a live production portal — no member records lost
  • Launched Content Hub across 13 brands and 2 microsites — editable by staff, no developer required
  • Documented every object, field, association, and sync rule the integration depends on
  • Bidirectional RAMCO sync reflecting real member status, not a nightly snapshot

Want more Case Studies and Examples?

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More than an Onboarding Partner

Why Onshore Matters for Complex Work

Compliance, audit trails, data residency, security architecture—these require deep institutional knowledge and accountability. Offshore subcontracting introduces distance and risk. Onshore ownership is non-negotiable for Healthcare, Financial Services, and Manufacturing.

  • 30+ Onshore Engineers: Complex work requires deep technical ownership. We don't hand off to offshore subcontractors. Your project is owned by the team that built it.
  • Regulated Industry Expertise: Healthcare, Financial Services, Manufacturing—these aren't generic integrations. Compliance, audit trails, data residency, security architecture. 
  • Full-Stack Capability: RevOps strategy and custom engineering in one engagement. You don't coordinate between two vendors. One team. One vision.
  • Download Capabilities Doc

INDUSTRIES WE SERVE

Regulated Industries We Know Well

Clevyr helps businesses unlock the full potential of HubSpot’s powerful marketing, sales, and customer service tools. 

  • Healthcare — HIPAA compliance, patient data architecture, secure integration
  • Financial Services — Regulatory requirements, audit trails, PII handling, secure data flow
  • Manufacturing — ERP integration, operational data sync, supply chain data architecture
  • Education — Student data infrastructure, FERPA compliance, multi-system integrations
  • Technology — Rapid scaling, custom workflows, complex data requirements
  • Professional Services — Project-based operations, complex billing integrations, time tracking sync

Sr. Rev Ops Strategist

Luis Polanco

Luis_Palonco_2026 copy

office: +1 844 425 3897
Luis.Polanco@clevyr.com  | Clevyr.com

Connect with Luis on SLACK: contact Clevyr's PDM, Dom Singer

or

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16
Years of Service
30 +
Developers
100 %
Onshore Team

Brands That Trust Us