Spark Crowdfunding: HubSpot CRM Integration with Marketplace Platform for Investors

SUCCESS STORY

Spark Crowdfunding: 45% Less Admin, 2× Pipeline Visibility

February 10, 2025

CHALLENGE

Spark Crowdfunding is a platform connecting ambitious startups with everyday investors. As their business scaled, they found themselves juggling multiple systems: a custom website backend, manual spreadsheets for daily “mission” lists, and some HubSpot usage with incomplete data syncing. They wanted to streamline their operations so the sales team could spend more time on revenue-driving activities and less on data entry and spreadsheet checks.

Challenges and Concerns

Overloaded Processes: Admin tasks ballooned, with staff manually exporting data from the website, reconciling spreadsheets, then importing partial data into HubSpot.
Information Silos: Contacts, deals, and campaign data were stored in disconnected systems, creating confusion about where “true” information lived.
Worries about Disruption: The team feared that any platform overhaul might disrupt daily operations, risk data errors, or require prohibitive effort to adopt new processes.
Data Accuracy Anxiety: Salespeople needed real-time investor insights but worried about partial or incorrect data after any significant system change.

‍

"We were tangled in website back-ends, spreadsheets, and HubSpot. Mount Arbor integrated everything so our sales team could focus on closing deals instead of fighting data. Within 6 weeks, admin tasks dropped by 45%."

Chris Burge, CEO

Spark Crowdfunding

SOLUTION

Mount Arbor worked closely with Spark’s leadership and development partners to create a single source of truth in HubSpot:

Integration & Mapping:
- Mapped the custom website backend fields (investor, project, and payment data) into HubSpot “Contacts,” “Companies,” and “Deals.”
- Consolidated spreadsheets and existing HubSpot properties, removing duplication and creating reliable, consistent data flows.
Reducing Admin Load:
- Streamlined workflows so the sales team no longer had to toggle between separate sheets for daily call lists.
- Set up automated data syncs (e.g., new users, partial payments, “mission” lists), freeing up hours of manual reconciliation.
Clear Steps for Adoption:
- Provided hands-on training and support, guiding sales reps on how to track deals, record call outcomes, and run real-time reports—all within HubSpot.
- Addressed anxieties about “broken” data by gradually verifying each phase of the import and integration.

Results and Progress

45% Drop in Admin Time: Consolidating data sources allowed Spark’s team to invest more effort in engaging potential investors.
2× Pipeline Visibility: Sales reps now see all investor interactions and deal statuses in one place, making it far easier to prioritize and close deals.
Improved Confidence in Data: With a stable, single repository for investor and payment information, staff spend less time checking for duplicates or missing records.
Faster Onboarding of New Campaigns: When new projects launch, they appear immediately in HubSpot, eliminating the previous lag of manual imports.

Looking Ahead

Having proven the value of integrated systems, Spark Crowdfunding can continue refining their workflows, testing advanced features (like custom reporting and deeper automation) without fear of data chaos. They have a platform robust enough to handle future growth, while the sales team remains focused on nurturing and converting high-potential investors.

About Mount Arbor
Mount Arbor helps businesses unify their systems, strengthen their sales processes, and achieve growth through deep HubSpot expertise. For Spark Crowdfunding, the transformation meant fewer spreadsheets, clearer deal pipelines, and more energy spent driving investment rather than wrangling data.

‍