Every call logged.
Every text tracked.
HubSpot and BigQuery
running it all.
W. Long operates in insurance sales — a high-touch, high-volume environment where every prospect interaction needs to be tracked and no lead can fall through the cracks. Amroar connected HubSpot with calling, SMS, and BigQuery to make the entire sales cycle visible, automated, and data-driven.
A high-volume insurance sales team operating without a connected CRM.
Insurance sales runs on conversations — calls, texts, follow-ups, quote discussions. W. Long had HubSpot but none of those conversations were being captured in it. Sales reps were working off memory and personal notes, management had no pipeline visibility, and leads were being contacted multiple times by different reps because nobody knew who had spoken to whom.
HubSpot at the centre. Every communication channel flowing through it.
Calls, texts, emails, and data processing all route through HubSpot. Every interaction is logged, attributed to the right contact and deal, and triggers the appropriate next action automatically.
What fires automatically at every stage of the insurance sales process.
From cold lead to bound policy to renewal — every stage has a defined set of HubSpot automations. The rep focuses on the conversation. The system handles everything else.
Connected W. Long's VoIP calling system to HubSpot so every call becomes a CRM activity. Reps dial directly from the contact record using click-to-call. The moment a call ends, HubSpot logs the duration, outcome, rep name, and a link to the recording against the contact and deal. Management can see every interaction any rep has had with any prospect — without anyone having to type a single note. Call outcomes automatically move deals between pipeline stages and trigger the next follow-up action.
Insurance prospects respond better to text than email. W. Long's reps were texting from personal phones — invisible, untrackable, and inconsistent. Amroar connected a two-way SMS integration directly into HubSpot. Reps now text from the contact record. Every message thread is logged on the timeline. Automated SMS sequences fire based on deal stage: quote sent, no response, ready to close. Prospects reply and the response lands in HubSpot — the rep sees it in their activity feed and can respond with one click.
BigQuery fills the gap between what HubSpot does natively and what W. Long's insurance sales operation actually needed. Custom scripts pull live pipeline data into management dashboards that update automatically, generate formatted quote comparison documents from HubSpot deal data, automate bulk data tasks like lead list processing and territory assignment, and handle complex reporting logic — conversion rates by lead source, rep performance by deal stage, renewal forecasting — that standard HubSpot reporting couldn't produce.
What W. Long runs on now.
Every call logged. Every text tracked. Every deal stage automated. The entire insurance sales cycle — from cold lead to policy renewal — now runs through one connected HubSpot environment.
Running an insurance sales team on disconnected calls and manual follow-up?
If your reps are calling and texting outside your CRM and management has no visibility into the pipeline — that's a solvable problem. Book a free audit and we'll show you what a connected HubSpot environment looks like.
Senior architects on the call. Not a junior consultant.