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Case Study: HR & Staffing Company

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Industry

HR & Staffing, Medical

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Services

HubSpot CRM Onboarding,
Sales Enablement,
Marketing & Sales Alignment,
Change Management

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Software

HubSpot,
Bullhorn ATS,
Tray.io

OVERVIEW

Connecting HubSpot and Bullhorn to Power a Smarter Sales & Marketing Engine

This staffing agency partnered with ManoByte to onboard HubSpot and integrate it with Bullhorn — their applicant tracking system (ATS). With no native integration available between the two platforms, the agency needed a custom-built solution to sync contact, job, and communication data. ManoByte delivered a fully tailored onboarding, integration, and enablement experience — driving immediate results in visibility, automation, and operational efficiency.

Technology Stack and Integrations
  • HubSpot Sales Hub
  • HubSpot Marketing Hub
  • HubSpot Operations Hub
  • Bullhorn ATS
  • Tray.io

Challenge

The company faced several operational roadblocks:

HubSpot and Bullhorn lacked a prebuilt connector like those available for Salesforce or G Suite.

Contact and job information had to be managed manually in both systems.

Sales and marketing teams couldn’t scale outreach or personalize job promotion.

Prior tools were either misconfigured or under-adopted, reducing ROI.

THE SOLUTIONS

A Custom Integration and Strategic Onboarding to Unify Systems and Accelerate Outreach

To overcome these challenges, ManoByte deployed a full-service solution:

Strategy & Planning: Defined integration goals and mapped key use cases.

Sales Enablement: Built email templates and workflows to send weekly job updates to segmented contacts.

Custom Integration via Tray.io: Connected HubSpot and Bullhorn to import contacts, sync unsubscribe data, and bring jobs into HubSpot as custom objects linked to relevant contacts.

HubSpot Configuration: Customized pipelines, properties, and dashboards for staffing workflows.

Change Management & Training: Provided live training and enablement resources.

Launch & Support: Completed onboarding in 60 days with ongoing optimization support.

PROVEN PROCESS

The ManoByte  Methodology®

The success of this onboarding and integration project followed The ManoByte Methodology®, a structured six-phase framework:

Strategy (1)

Strategy

Defined integration goals and mapped use cases between HubSpot and Bullhorn.

Configuration

Configuration

Tailored HubSpot properties, pipelines, and dashboards to staffing-specific workflows.

Change Management

Change Management

Provided in-depth training and documentation to support long-term adoption.

Development

Development

Built custom Tray.io integrations and workflows for contact, job, and unsubscribe syncing.

Implementation

Implementation

Tested integrations, job object associations, and weekly email workflows.

Rollout (1)

Rollout

Launched within 60 days and supported the team post-deployment for optimization.

HR Staffing Portfolio Image 3

IMPLEMENTATION PROCESS

A Phased, Hands-On Rollout to Deliver Long-Term Value

Steps involved in the implementation process:

Identified integration goals, data requirements, and use cases.

Designed and launched workflows to trigger weekly job alert emails.

Built Tray.io-based workflows to connect Bullhorn and HubSpot.

Delivered role-based training sessions and documentation.

Configured HubSpot to receive job postings as custom objects and associate with matching contacts.

Rolled out the new system and provided continued support for fine-tuning.

KEY METRICS

Visibility and Reporting to Power Smarter Decisions

In addition to improved system integration and automation, the staffing agency now benefits from real-time visibility into performance through HubSpot dashboards and analytics:

Recruiting Dashboards: Custom reports help recruiters track open job opportunities and candidate engagement.

Email Performance Tracking: HubSpot reporting provides detailed insights into emails sent, opens, clicks, bounces, and unsubscribes — enabling the team to continuously refine outreach and engagement strategies.

HR Staffing Portfolio Image 2 V2

THE RESULTS

Integration, Automation, and Adoption That Delivered Fast Impact

The partnership with ManoByte empowered the staffing agency to unify systems, streamline processes, and unlock new efficiencies — all within a short timeframe:

Success Highlights:

3 Major Integration Flows Deployed: Contacts, job postings, and unsubscribe data now sync between Bullhorn and HubSpot.

Automated Weekly Job Emails built using HubSpot workflows — saving hours in manual outreach.

Streamlined Data Management replaced fragmented processes, improving both compliance and efficiency.

Full Team Adoption achieved through targeted enablement and real-time support.

60-Day Onboarding completed from kickoff to full adoption.

Ready to transform your business?

Schedule a consultation with ManoByte today, and let us help you navigate the path to success!

Stars

Absolute Top-Notch

Services provided: Marketing & Sales Onboarding

   What a pleasure to work with the knowledgeable and friendly people at ManoByte! They are true experts in all things HubSpot and really helped our organization hit the ground running, in an otherwise overwhelming process. We can’t recommend them highly enough!!  

- Jen Falcone | Staffing Recruiting | 51 to 200 employees

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