Custom workflow engine and onboarding dashboard replacing Zapier, with full client visibility across 1,000+ GHL subaccounts.
The client needed better visibility into their customer onboarding process. They had been using Zapier to sync data between GHL subaccounts and HubSpot, but it was limited for custom business logic, couldn't track service subscriptions or interactions, and made it hard to identify growth opportunities by region.
I built a custom internal dashboard that tracks each client's onboarding progress, displays subscribed services and last Customer Success team interactions, maps the geographic area clients serve along with population data, and helps the company identify growth potential in underserved regions.
Full-Stack Developer — designed, implemented, and maintained the custom workflow integration and dashboard.
Custom Workflow Engine
Initially implemented in Zapier, then replaced with a custom mini-workflow engine due to functional limitations. Automatically syncs onboarding steps, service subscriptions, and last meeting data from GHL to HubSpot. Handles conditional logic and custom triggers that Zapier could not support.
Onboarding Dashboard
Tracks client progress through the onboarding process. Displays subscribed services and last Customer Success team interaction. Shows geographic area of operation and population analytics to identify growth potential. Supports filtering, sorting, and real-time updates for internal teams.
Scalability & Automation
Handles 1,000+ GHL subaccounts efficiently. Automatically updates client status and triggers alerts for follow-ups. Reduces manual work while maintaining accurate data across both CRMs.