Hockeystick Automated CRM Updates with N8N And Improved Retention

Rishad Al Islam

•3 min read
a laptop computer sitting on top of a wooden desk

Client Overview

Hockeystick is a venture capital data platform that helps investors and startups track performance, manage deal flow, and maintain accurate investment records. Their team relies on Notion and HubSpot to manage operations and communication.

Challenges

As the platform scaled, Hockeystick faced recurring data management issues:

  • Manual pipeline updates across tools created delays
  • Inconsistent investment records between Notion and HubSpot
  • Limited visibility into up-to-date deal information

Solution

Hockeystick implemented n8n automation to connect Notion and HubSpot seamlessly. The workflow enabled:

  • Automatic syncing of investment records across systems
  • Real-time pipeline updates without human intervention
  • Consistent data across all CRM tools

Business Impact

The automation delivered measurable results within a short time:

  • 35% higher engagement from streamlined investor communications
  • 50% faster updates in managing pipeline records
  • 40% better retention due to accurate and timely data visibility

Client Testimonial

“n8n helps us keep our CRM data in sync without constant manual work. Our team can now focus on growing relationships instead of fixing records.”

- Raymond Luk, Founder and CEO, Hockeystick

Inspired by Hockeystick’s success? Book a free strategy session and design your own seamless CRM automation.