Goodwood Consulting
All Case Studies
INVESTMENT BANKING

Janes Capital Partners

Custom Content Distribution & Blog Subscription System

Aerospace & Defense M&ADallas, TX
100%
Automated Distribution
Custom
Subscription Objects
3
Systems Consolidated
0
Manual Send Steps

Built a custom blog subscription management system using HubSpot custom objects and Zapier automation for a boutique aerospace & defense investment bank, replacing legacy Salesforce and Pardot infrastructure.

The Challenge

Janes Capital needed a way to manage custom blog subscription preferences at the contact level — beyond what HubSpot's native subscription types support. Their content distribution to defense industry contacts required granular topic-level control with automated delivery tied to new blog content.

What We Built

  • Built HubSpot custom object for blog subscription management
  • Integrated Zapier RSS triggers for automated content distribution
  • Migrated from Salesforce and Pardot to HubSpot CRM and Marketing Hub
  • Designed automated sequences for deal teasers and NDA distribution
  • Implemented topic-level subscription preferences per contact
HubSpot Custom ObjectsZapier IntegrationContent AutomationCRM Migration

Want a walkthrough of this engagement?

We can share detailed system architectures and outcomes from similar work in your vertical.

Schedule a Walkthrough