ConsultEvo Portfolio Client Work + Interactive Lab
CE
Interactive Lab

CRM Integration Control Center

Live demo environment
1. Create the journey

Submit a new admissions booking

The Lab sends the booking directly to the server. WordPress then creates or updates the HubSpot Contact and Deal using the live CRM API.

Form→WordPress API→HubSpot

Use your own IDs to test duplicate detection. If the same External Student ID or External Booking ID already exists, the Lab updates the existing CRM record instead of creating a duplicate.

Backend automation Ready
1
Booking receivedValidate and normalize form data
2
Contact identifiedCreate or locate the CRM contact
3
Opportunity createdCreate or update the Deal in the sales pipeline
4
Records associatedConnect Contact and Deal
5
Workspace readyLoad the live CRM record
2. Inspect the record

Deal Workspace

See the HubSpot opportunity, its associated student, CRM state, and integration activity in one operational view.

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No Lab deal yet

Submit a booking first. The HubSpot Deal will appear here automatically.

3. Simulate connected apps

Integration Studio

Trigger realistic events from external communication tools. Actions update the live Deal and, where scopes allow, create HubSpot activities.

No active Lab deal
☎
PHONE APP

Calls & recordings

Simulate connected calls, missed calls, recordings, transcripts and CRM follow-up logic.

SMS
SMS APP

Messaging

Log inbound and outbound customer messages against the active opportunity.

EMAIL APP

Shared inbox

Bring customer email context into the same CRM journey without replacing the inbox platform.

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MARKETING APP

Campaign activity

Simulate a campaign event and add it to the customer's unified journey.

AI
AI CALL ANALYSIS

Turn conversation into CRM action

Analyze a sample transcript, detect the next step, update the Deal, and create follow-up work.

Student is interested in the program and wants to discuss the decision with their partner. Rep agreed to follow up.
Detected outcomeConnected - Follow-up Required
Recommended stageCall Completed
Follow-upYes
Integration activityReady

Every simulated app event is logged with a timestamp. Where HubSpot activity scopes allow it, the event is also written to the CRM as a call, task, or note.

4. Lead with the numbers

Sales Operations Dashboard

A custom reporting layer over the CRM data, designed around leadership questions rather than report-template limitations.

Loading live CRM metrics0%

Connecting to HubSpot…

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