Innovating with HubSpot: Koala’s Journey to Smarter SMS and Sales Automation

Koala, a fast-growing provider of membership-based services, faced critical roadblocks in scaling their sales operations. Their sales team relied heavily on SMS communication, but HubSpot’s native limitations made one-to-one messaging and workflow automation challenging. In addition, rigid workflows and limited reporting capabilities made it difficult to track deal progression or respond dynamically to prospect actions—hindering productivity and system adoption.

To address these challenges, No Bounds Digital reengineered Koala’s HubSpot setup, introducing advanced sales automation and reporting enhancements. The team implemented one-to-one and task-based SMS automation using HubSpot workflows, enabling more personalized and timely communication. A custom deal pipeline was designed to mirror Koala’s membership sales cycle, while over 25 detailed reports were built to offer deeper performance visibility. Eight key workflows were also restructured to intelligently pause when sales milestones were reached—reducing manual intervention and improving responsiveness.

The results were transformative. Koala’s sales team significantly improved communication efficiency and reporting accuracy, leading to better prospect engagement and higher CRM adoption. The strategic automation of SMS tasks and responsive workflows empowered the team to focus more on closing deals and less on managing processes. Clear, real-time insights gave leadership stronger oversight of pipeline performance.

Download the case study showcasing:

• How No Bounds Digital enabled one-to-one and task-based SMS automation in HubSpot.
• The creation of over 25 custom sales reports for real-time performance tracking.
• How intelligently restructured workflows boosted sales efficiency and minimized manual tasks.
• The impact of building a tailored deal pipeline to reflect Koala’s membership model.
• Future opportunities to expand on Koala’s CRM success using scalable HubSpot solutions.