Fixing Event Management And Sales Automation In HubSpot With Max Cohen Of Hapily UpYourStack podcast

17:56

In this episode of Up Your Stack , host Noah Berk chats with Eric Xiao, Founder and CEO of Laxis, about how AI is reshaping sales workflows and CRM efficiency. From building an AI copilot that takes meeting notes, generates leads, and updates CRMs, to deeply integrating with HubSpot for seamless partner data sharing—Eric breaks down how Laxis is creating serious time savings and ROI for revenue teams. You’ll hear how Laxis evolved from a broad AI meeting assistant during COVID into a focused copilot for B2B sales teams, why AI should go beyond window dressing, and how integrating with platforms like HubSpot allows Laxis to be a force multiplier without disrupting workflows. Whether you're a founder, a RevOps leader, or just trying to scale your HubSpot stack smarter, this episode is packed with insights. Learn more or get support from the team at Aptitude 8: https://aptitude8.com/contact-us https://aptitude8.com/custom-hubspot-integration #HubSpotCrossbeamIntegration #AccountMappingForPartnerships #B2BPartnerCollaborationTools #AICRMIntegration #EcosystemLedGrowthStrategy…

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How Sinch and HubSpot Are Shaping the Future of Secure Business Messaging with RCS 22:18

22 days ago22:18

22:18

In this episode of *UpYourStack*, host Noah Berk is joined by Alex Rhodes, Senior Partner Marketing Manager at Sinch, to explore how rich communication services (RCS) are revolutionizing the way businesses engage customers through messaging. Alex shares insights into the transition from SMS to RCS, how it enhances security, interactivity, and trust, and what it means for B2B and B2C communication. Discover how RCS enables verified business messaging with carousels, in-message purchases, and encrypted conversations—and why companies need to act now to stay ahead. The conversation also covers how Sinch integrates with HubSpot, enabling global SMS, MMS, and soon RCS and WhatsApp capabilities directly within your CRM workflows. Learn why verified business messaging is critical for your brand and how Sinch helps organizations deliver trusted, seamless communications at scale. Connect with Alex: alex.rhodes@sinch.com Learn more about Sinch: https://www.sinch.com Explore HubSpot custom integrations: https://aptitude8.com/custom-hubspot-integration Contact Aptitude 8: https://aptitude8.com/contact-us #HubSpotCrossbeamIntegration #BusinessMessagingSecurity #RCSMarketingTechnology #VerifiedSMSMessaging #B2BPartnerCollaborationTools…

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How Fellow App and HubSpot Are Powering the Future of AI-Driven Meeting Productivity 36:27

5 weeks ago36:27

36:27

In this episode of UpYourStack, Noah Berk chats with Aydin Mirzaee, CEO and co-founder of Fellow App, about transforming workplace meetings with AI. Discover how Fellow is more than a call recorder—it's an AI meeting assistant that supports before, during, and after meetings, helping teams stay accountable, streamline collaboration, and integrate seamlessly with platforms like HubSpot. Aydin shares his journey from selling Fluidware to leading Fellow, highlights how hybrid work reshapes meetings, and dives into Fellow’s privacy-first approach to note-taking and CRM integration. Learn how companies are adopting AI chiefs of staff to boost productivity and how Fellow App uses the HubSpot integration to auto-log notes, update CRM fields, and drive alignment across customer-facing teams. Explore the future of B2B meetings and how AI is redefining how teams work. Connect with Aydin: https://fellow.app Learn more about Aptitude 8 custom HubSpot integrations: https://aptitude8.com/custom-hubspot-integration Need help optimizing your tech stack? https://aptitude8.com/contact-us #HubSpotCrossbeamIntegration #AIChiefOfStaff #B2BPartnerCollaborationTools #DataEscrowForCRM #EcosystemLedGrowthStrategy…

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How Crossbeam and HubSpot Drive Smarter B2B Partner Collaboration 40:54

7 weeks ago40:54

40:54

In this premiere episode of Season 3, Noah Berk, Co-CEO of Aptitude 8, sits down with Bob Moore, Co-founder and CEO of Crossbeam, to dive into the evolution of B2B partnerships. Bob shares his entrepreneurial journey from founding RJMetrics and Stitch Data to building Crossbeam—a revolutionary partner data sharing platform. Learn how Crossbeam solves the critical "data escrow" problem in account mapping, making B2B partner collaboration secure, scalable, and impactful. Bob also breaks down how the HubSpot Crossbeam integration enables smarter go-to-market strategies, why ecosystem-led growth is reshaping the future of SaaS, and how AI is transforming partnership roles. Whether you're in sales, marketing, operations, or partnerships, this episode delivers actionable insights into building better B2B ecosystems. Learn more: Contact Aptitude 8: https://aptitude8.com/contact-us Custom HubSpot Integrations: https://aptitude8.com/custom-hubspot-integration #B2BPartnerCollaboration #HubSpotCrossbeamIntegration #EcosystemLedGrowth #PartnerDataSharing #AccountMappingForPartnerships…

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Cut Through the Noise: Smarter Attribution | Mike Stratta & Chris Larkin, Galileo 29:23

13 weeks ago29:23

29:23

Most companies don’t actually know which marketing efforts drive revenue. They see leads coming in, they see profit—but what happens in between is a mystery. In this episode of UpYourStack , Michael Stratta and Christopher Larkin of Galileo join host Noah Berk to discuss how their platform helps businesses finally get clear, accurate attribution. We cover: ✅ Why so many businesses are successful in spite of themselves ✅ How Galileo helps companies see every touchpoint and make data-driven decisions ✅ The real problem with free analytics tools like Google Analytics ✅ Why standard attribution models fail to capture the full picture ✅ The future of marketing intelligence and AI-powered attribution 🎧 Listen now 🔗 Learn more about Galileo: https://arcalea.com/…

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Real-Time Dashboards & Smarter Data: Tom Randle, Geckoboard 21:24

14 weeks ago21:24

21:24

Data is only as valuable as it is visible. In this episode of UpYourStack , Noah Berk sits down with Tom Randle, CEO of Geckoboard, to talk about the importance of real-time dashboards, why ease of use matters, and how better data sharing improves team performance. Tom shares Geckoboard’s journey from a scrappy startup to a must-have tool for sales and support teams who need instant access to key metrics. Plus, we discuss how Geckoboard fills the gaps in the HubSpot ecosystem, making it easier to track multiple data sources in one place. If you're tired of stale reports and clunky dashboards, this one’s for you! 🔗 Listen now!…

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Deduplicating Your Data : Hampus Isaksson + Tin Castro, Dedupely 25:48

15 weeks ago25:48

25:48

Duplicate records are draining revenue—and no one talks about it enough. In this episode of UpYourStack , host Noah Berk sits down with Hampus Isaksson and Tin Castro of Dedupely to dig into the real cost of duplicate data and how their team is solving it inside HubSpot. They break down: ✅ How Dedupely started as a simple solution and evolved into a must-have tool ✅ The hidden revenue loss from bad data (hint: it's bigger than you think) ✅ Why customer support is their #1 sales engine ✅ The future of deduplication and AI-driven data quality If you've ever been frustrated by duplicate contacts in your CRM, this episode is for you. 🎧 Listen now!…

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Better Surveys, Smarter Insights: Kamil Rejent, Survicate 22:58

16 weeks ago22:58

22:58

Surveys can be clunky, and customer feedback often gets lost in different tools. Kamil Rejent, CEO of Survicate , shares how his company makes it easier to collect and analyze feedback—whether through surveys, support tickets, or other touchpoints. In this episode, Noah Berk and Kamil discuss: ✅ How Survicate collects partial survey responses for better insights ✅ Why customer feedback is more than just surveys ✅ How companies use Survicate to improve products and customer experiences ✅ The power of deep HubSpot integration for sales and marketing teams Looking to collect better feedback and make smarter decisions? Tune in now!…

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Using Video to Build Trust and Close More Deals: Darius Santos, Dubb.com 22:02

17 weeks ago22:02

22:02

Door knocking and cold calls aren’t the only way to connect with customers. Darius Santos , Co-Founder of Dubb.com shares how video messaging is helping businesses build trust, increase engagement, and close more deals—without the awkward sales tactics. In this episode, Noah Berk and Darius Santos discuss: ✅ How video helps sales teams cut through the noise ✅ The impact of video messaging on conversion rates ✅ Real-world results from companies using Dubb ✅ Why integrating with HubSpot made sense for Dubb If you’re looking for a smarter way to engage prospects and boost sales, this episode is for you. 🔗 Listen now!…

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Connecting Sales & Marketing: Andrus Purde on Outfunnel’s Smart Integrations 16:38

18 weeks ago16:38

16:38

How do you connect your CRM and marketing tools without the hassle? In this episode of UpYourStack , Andrus Purde , CEO of Outfunnel , shares how his company bridges the gap between sales and marketing platforms, making data syncing seamless and easy. Host Noah Berk dives into: ✅ Why Outfunnel focuses on a select set of tools instead of trying to integrate everything ✅ The real challenges companies face when connecting sales and marketing data ✅ How Outfunnel helps teams get the most out of tools like HubSpot, Pipedrive, and Mailchimp ✅ The importance of marketplaces in Outfunnel’s growth strategy If you’re looking to improve your marketing and sales workflow, this episode is for you. 🔗 Listen now and simplify your tech stack!…

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ZeroBounce and HubSpot: The Hidden Cost of Bad Email Data with Brian Minick 26:25

19 weeks ago26:25

26:25

Bad email data is costing businesses more than they realize—lost leads, wasted marketing spend, and damaged sender reputations. In this episode of UpYourStack , Brian Minick , COO of ZeroBounce , breaks down why clean email lists are essential and how businesses can protect their inbox placement. We discuss: Why email isn’t dying —it’s the foundation of business communication The real impact of bad email data on marketing and sales teams How ZeroBounce integrates with HubSpot to validate emails in real time The biggest mistake businesses make with email marketing Why failing fast is the key to long-term success If you're in marketing, sales, or RevOps , this episode will change how you think about your email data. 🔗 Learn more about ZeroBounce: zerobounce.net 🎧 Listen now!…

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Turning Data into Decisions with Coupler.io | Yaroslav Lazor + Sergiy Korolov, Railsware 23:38

20 weeks ago23:38

23:38

In this episode of UpYourStack , we sit down with Yaroslav Lazor and Sergiy Korolov from Railsware to talk about the power of actionable data. They share the story behind Coupler.io , their data analytics and automation tool, and how it helps companies turn scattered data into meaningful insights. We discuss: ✅ Why most companies struggle with clean, reliable data ✅ The costly mistakes businesses make without accurate reporting ✅ How Coupler.io brings data together from multiple sources—including HubSpot—to create actionable dashboards ✅ The role of AI in shaping the future of analytics If you want better reporting, cleaner data , and deeper business insights , this episode is for you! 🔗 Learn more about Coupler.io: coupler.io 🎧 Listen now!…

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Pipedream and HubSpot: Automate Faster and Simplify Integrations with Dylan Sather 28:13

21 weeks ago28:13

28:13

In this episode of UpYourStack , we sit down with Dylan Sather, Founder and engineer at Pipedream, to discuss how Pipedream is revolutionizing automation and integrations. Dylan shares insights on how developers—and even non-developers—can leverage APIs to streamline workflows, build custom automations, and unlock new efficiencies. We explore how Pipedream enables businesses to ship integrations in as little as 24 hours, how AI is shaping the future of automation, and why understanding business challenges is just as critical as building great technology. Whether you're a technical founder, an automation enthusiast, or just API-curious, this episode is packed with valuable insights on how to integrate smarter, not harder. 🔗 Learn more about Pipedream: Pipedream.com 🎧 Listen now!…

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Fixing Event Management and Sales Automation in HubSpot with Max Cohen of hapily 1:30:17

22 weeks ago1:30:17

1:30:17

In this episode of UpYourStack , Noah Berk sits down with Max Cohen , Chief Evangelist at hapily, to explore how hapily is transforming event management and sales automation in the HubSpot ecosystem. Max shares insights into: The flexibility of event•hapily , which allows businesses to customize event management within HubSpot The power of rule-based sales automation to guide reps in real-time decision-making How hapily’s tools help companies attribute event success directly to revenue If your team struggles with managing event data , lead attribution , or sales rep consistency , this episode is packed with actionable takeaways! Tune in to learn how hapily is making HubSpot even more powerful .…

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PandaDoc and HubSpot: A Better Way to Manage Agreements with Keith Rabkin 22:59

23 weeks ago22:59

22:59

In this episode of the UpYourStack Podcast , host Noah Berk is joined by Keith Rabkin, Chief Revenue Officer at PandaDoc, to discuss how their platform simplifies agreement workflows for teams of all sizes. What you’ll learn: What PandaDoc offers : An all-in-one solution for contracts, proposals, and agreements. CPQ made simple : How PandaDoc’s integration with HubSpot fills key gaps in the ecosystem. What sets PandaDoc apart : A focus on ease of use, customer success, and seamless integrations. Keith’s perspective : Tips on delivering value and building tools that users love. If you're a HubSpot user or a team looking for better ways to manage agreements, this episode is packed with actionable insights. 👉 Tune in now and learn how PandaDoc is helping businesses save time and improve their workflows!…

UpYourStack

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Episode 19 - Proposify 28:29

33 weeks ago28:29

28:29

In Episode 19 of the UpYourStack Podcast, host Noah Berk, Co-Founder of OBO, interviews Kyle Racki, Co-Founder and CEO of Proposify, an all-in-one platform with features designed for your sales team to improve how you create, send, track, and close proposals, quotes, contracts, and other sales documents. Proposify helps thousands of businesses get control and visibility into their proposal process, delivering an incredible buying experience for prospects while streamlining the sales reps' workflows. No more reinventing the wheel every time a proposal goes out the door and no more bottlenecks that slow the entire process down. Proposal insights and seamless CRM integration allow companies insight to scale their processes, make timely engagements, and accurately forecast. Kyle shares his journey from working as a junior designer to starting Proposify, and discusses the company's growth, product features, integration with HubSpot, and future plans including AI integration. The conversation also touches on the challenges of running a startup and offers advice for aspiring entrepreneurs. 00:00 Introduction to UpYourStack Podcast 00:17 Meet Kyle from Proposify 01:31 The Genesis of Proposify 03:29 Early Startup Challenges and Growth 06:35 Finding Product-Market Fit 09:00 Proposify's Unique Value Proposition 16:52 Integration with HubSpot 20:18 Future Roadmap and AI Integration 24:41 Advice for Entrepreneurs 27:00 Conclusion and Contact Information Visit upyourstack.com to watch all episodes. UpYourStack is powered by Aptitude 8, a HubSpot Elite Solutions Partner.…

UpYourStack

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Episode 18 - Dealfront 17:33

34 weeks ago17:33

17:33

Join host Noah Berk, Co-Founder of The OBO Group as he chats with Stephen Brennan, Partner Manager at Dealfront, the go-to-market platform that gives sales and marketing teams the data, applications, and insights they need to find leads and close deals. They discuss the merger between LeadFeeder and EchoBot and formation of Dealfront. Discover how Dealfront combines website and sales intelligence to target European and soon-to-be U.S. markets. Learn about the company's unique solutions, benefits for sales and marketing teams, competitive positioning, and future roadmap involving AI and expanded sales intelligence. This episode provides valuable insights into maximizing your HubSpot tech stack. 00:00 Introduction to UpYourStack Podcast 00:19 Meet Stephen from Dealfront 00:42 The Origins of Dealfront 02:55 Dealfront's Market and Solutions 03:39 How Dealfront Works 07:31 Dealfront's Unique Capabilities 12:34 Dealfront's Competitors and Differentiation 14:37 Integration with HubSpot 16:36 Future of Dealfront 17:02 Conclusion and Wrap-Up Visit upyourstack.com to watch all episodes. UpYourStack is powered by Aptitude 8, a HubSpot Elite Solutions Partner.…

UpYourStack

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Episode 17 - Hublead 23:59

36 weeks ago23:59

23:59

Noah Berk, co-founder of OBO and Elite HubSpot Solutions Partner, special guest Bastien from HubLead discusses the innovative integration of LinkedIn with HubSpot through their application, HubLead. The conversation navigates through HubLead's inception aimed at integrating LinkedIn Sales Navigator with HubSpot and its evolution to include features like contact enrichment, activity syncing, email and code enrichment, and personalized CRM cards. Bastien emphasizes the application’s role in helping sales teams streamline outbound processes and reducing their dependency on marketing for data management, thereby improving efficiency and productivity. HubLead especially caters to small to mid-sized companies seeking an affordable, comprehensive solution for enhancing sales processes. The discussion also touches on the future of Hubly, the importance of focusing on a single CRM, and the potential integration of AI for advanced sales automation and analytics. 00:00 Introduction to Up Your Stack Podcast 00:16 Meet Bastien from HubLead 01:35 The Origin of HubLead 03:29 HubLead's Key Features and Integration 07:21 Target Customers and Plans 10:09 Differentiating from Competitors 12:13 Exploring the Market Potential 13:43 Tracking Sales Activities 15:11 The Importance of Inputs 16:37 Addressing the Middle Market 18:12 Future Roadmap and AI Integration 19:59 Lessons Learned in App Development 22:36 Final Thoughts and Contact Information…

UpYourStack

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Episode 16 - Import2 21:30

37 weeks ago21:30

21:30

In this episode of Up Your Stack Podcast hosted by Noah Berk, Anton, the developer behind Import2, delves into the creation and innovation of his app designed to streamline data migration between different software applications, particularly CRMs. Discussing challenges such as maintaining data integrity, handling different data models, and the correct sequence of data import, Anton explains how Import2 addresses these issues through deduplication, data validation, and conversion of custom data structures. He emphasizes the importance of choosing the right downtime for transitions and shares how partnerships with companies like PipeDrive have helped gain market traction. The conversation explores the future of data migrations with a focus on leveraging AI and provides advice for companies undergoing similar transitions, emphasizing the value of a focused approach and learning from past experiences. 00:00 Introduction to Up Your Stack Podcast 00:15 Meet Anton: The App Developer 00:57 The Origin Story of Import2 01:27 Early Challenges and Breakthroughs 04:34 Gaining Traction in the Market 06:58 The Migration Process Explained 09:13 Common Migration Challenges 10:28 Challenges in Data Migration 11:09 Custom Objects and Fields 11:45 Complex Use Cases 12:12 Customer Expectations and Prep Work 12:29 Switching Over to New Software 13:33 Timing the Migration 14:27 Data Matching and Validation 15:36 Differentiating from Competitors 16:26 Future of Import2 19:38 Advice for Entrepreneurs 20:21 Conclusion and Contact Information…

UpYourStack

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Episode 15 - Lucky Orange 27:18

38 weeks ago27:18

27:18

In this episode of the Up Your Stack Podcast, hosted by Noah Berk, co-founder of OBO Group, Sean from Lucky Orange joins the conversation to discuss the importance of conversion rate optimization (CRO). Lucky Orange specializes in qualitative data analytics, offering tools like session recordings, heat maps, and surveys to help businesses understand user behavior on their websites. The discussion highlights the integration of Lucky Orange with HubSpot and other platforms, emphasizing the role of qualitative data in complementing quantitative analytics for making informed decisions. Sean shares insights on how AI could enhance CRO processes by identifying meaningful user sessions more efficiently. He also highlights customer support and providing full access to tools across all subscription levels as Lucky Orange's differentiators in the marketplace. The episode wraps up with advice for app developers in the HubSpot ecosystem: be adaptable, say yes to opportunities, and engage actively within the ecosystem. 00:00 Introduction to Up Your Stack Podcast 00:16 Meet Sean from Lucky Orange 00:47 Understanding Lucky Orange's Toolkit 01:50 The Origin Story of Lucky Orange 03:54 Conversion Rate Optimization with Lucky Orange 05:24 Diverse Use Cases for Lucky Orange 06:48 Sales Enablement and Custom Events 14:26 Customer Support and Differentiation 21:33 Future of CRO Tools with AI 26:15 Final Thoughts and Contact Information…

UpYourStack

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Episode 14 - Datawarehouse.io 28:21

39 weeks ago28:21

28:21

In this episode of 'Up Your Stack', host Noah Berk, co-founder of OBO and elite HubSpot solutions partner, interviews James Elmer from Datawarehouse.io. They discuss how Datawarehouse.io develops exclusive HubSpot applications to manage and transform data efficiently. James emphasizes the importance of a hyper-focused niche strategy and their fixed pricing model, which is user-friendly and avoids predatory pricing. The conversation also covers the company's roadmap, future products, and the challenges of staying niche versus diversifying. Listeners gain insights into the benefits of using specialized ETL tools for HubSpot and actionable advice for entrepreneurs. 00:00 Introduction to Up Your Stack Podcast 00:18 Meet James from Datawarehouse.io 00:55 The Origin Story of Datawarehouse.io 02:14 Popular Apps and Services 04:17 Understanding ETL and Its Importance 07:22 Advantages of Datawarehouse.io 12:52 User Experience and Simplicity 16:06 Future Roadmap and Vision 18:44 Challenges and Strategic Focus 27:04 Conclusion and Final Thoughts…

UpYourStack

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Episode 13 - Operating App 22:05

40 weeks ago22:05

22:05

Noah Berk speaks with Lauri, co-founder of the Operating App, a resource management tool designed for professional services companies, consulting firms, and agencies. They discuss the app's origins, tailored features for different types of consulting businesses, and its tight integration with HubSpot and time-tracking tools like Harvest. Lauri also elaborates on the cultural and operational approaches inspired by Nordic business models that promote transparency and autonomy. The conversation highlights how Operating App streamlines resource allocation, reduces manual data entry, and enhances overall project efficiency. 00:00 Introduction to Up Your Stack Podcast 00:17 Meet Lauri from Operating App 00:49 What is Operating App? 01:37 The Origin Story of Operating App 02:41 Target Audience and Market Fit 03:37 Gaining Traction and Differentiation 04:28 Integration with HubSpot and Other Tools 06:26 Challenges and Solutions in Resource Planning 13:27 Cultural Differences in Company Management 18:46 Why Choose HubSpot for Integration? 21:17 Conclusion and Final Thoughts…

UpYourStack

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Episode 12 - Sendoso 23:54

41 weeks ago23:54

23:54

In this episode of 'Up Your Stack Podcast,' host Noah Berk, co-founder of OBO and an elite HubSpot solutions partner, features Kris Rudeegraap from Sendoso, a leading direct mail and gifting platform. Kris discusses how Sendoso integrates with HubSpot to automate and streamline the process of sending personalized gifts to prospects and clients. He shares the origin story of Sendoso, its growth trajectory, and key differentiators such as their AI-powered recommendation engine. Kris also describes how Sendoso pivoted during COVID-19, highlights popular gifts, and gives insights into how organizations can use Sendoso to improve engagement and drive results. 00:00 Introduction to the Podcast 00:16 Meet Kris from Sendoso 00:38 What is Sendoso? 01:27 The Origin Story of Sendoso 02:45 Customer Profiles and Use Cases 03:41 Impact and ROI of Gifting 07:25 Navigating the COVID-19 Shift 08:36 Differentiating Sendoso in the Market 10:03 Integration with HubSpot 11:46 Marketing and Outreach Strategies 16:21 Popular Gifts and Personalization 19:49 Future Roadmap and AI Integration 21:11 Getting Started with Sendoso 21:34 Fun Customer Stories 22:33 Advice for App Developers 23:18 Conclusion and Contact Information…

UpYourStack

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Episode 11 - DealHub 21:14

42 weeks ago21:14

21:14

Noah Berk interviews Sam Bratsztejn, VP of Partnerships and Strategic Alliances at DealHub, a HubSpot-integrated CPQ (Configure Price Quote) and CLM (Contract Lifecycle Management) platform. They discuss the features and benefits of DealHub, its advantage as a no-code solution, and its application in industries like SaaS and manufacturing. Sam highlights the importance of CPQ solutions in improving quoting processes, reducing errors, and enhancing sales efficiency. The conversation also covers DealHub’s future roadmap, which includes AI-enhanced contract management, and advice for building successful HubSpot-integrated tools. 00:00 Introduction to Up Your Stack Podcast 00:17 Meet Sam from DealHub 00:35 Understanding DealHub and CPQ 01:46 Importance and Benefits of CPQ 02:07 Challenges in Quoting Processes 03:26 Examples and Use Cases of CPQ 06:02 Implementing DealHub's CPQ Solution 07:46 Preparing for CPQ Implementation 11:40 DealHub's Unique Features 17:18 Future Roadmap and AI Integration 19:01 Advice for HubSpot App Developers 19:59 Conclusion and Contact Information…

UpYourStack

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Episode 10 - HubSpot 33:23

43 weeks ago33:23

33:23

Noah Berk welcomes Scott Brinker, VP of Platform Ecosystem at HubSpot. Scott shares his journey from software engineering to becoming a key figure in the MarTech space and eventually joining HubSpot. They dive deep into the evolution of HubSpot's ecosystem, discussing the increase in product extensibility, the role of integration in attracting upmarket clients, and the strategic shifts brought by Karen Eng's hiring. Scott reveals his routine as VP of Platform Ecosystem, the future potential of expanding the HubSpot marketplace, and the challenges of balancing building new features versus integrating with third-party apps. Scott also provides insights into the future of app ecosystems, emphasizing quality and depth of integration over mere quantity, and hints at exciting upcoming developments to be revealed at the Inbound conference. The episode concludes with practical advice for companies looking to maximize their tech stack with HubSpot integrations and a forward-looking discussion on how AI and new technologies will shape the ecosystem. 00:00 Introduction to Up Your Stack Podcast 00:18 Meet Scott from HubSpot 00:46 Scott's Journey to HubSpot 02:07 Role and Responsibilities at HubSpot 03:46 The Evolution of HubSpot's Ecosystem 06:19 Future of HubSpot's App Ecosystem 09:48 Challenges and Opportunities in Integration 19:08 Balancing Core Features and Integrations 26:31 Advice for Companies on App Ecosystem 29:40 Exciting Developments at HubSpot 32:12 Conclusion and Final Thoughts…

UpYourStack

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Episode 9 - Beefree 25:05

43 weeks ago25:05

25:05

Host Noah Berk, co-founder of OBO and elite HubSpot solutions partner, interviews Massimo Arrigoni from Beefree. They discuss Beefree's innovative email and landing page design tools, which have been simplifying digital design for a decade. The conversation delves into how Beefree integrates with HubSpot, the origins of the company, the wide spectrum of its users, and the productivity benefits it offers. They also explore Beefree's future roadmap, including AI advancements and deeper integrations to streamline design processes further. 00:00 Introduction to Up Your Stack Podcast 00:16 Meet Massimo: The Email Design Expert 01:31 The Origin Story of Beefree 03:13 Who Uses Beefree? 04:22 Beefree's Unique Features and Integrations 09:39 The Role of AI in Email Design 13:37 Customer Acquisition and Growth Strategies 19:03 Advice for Entrepreneurs 24:02 Conclusion and Contact Information…

UpYourStack

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Episode 8 - Livestorm 27:23

44 weeks ago27:23

27:23

Noah Berk interviews Gilles, a co-founder of LiveStorm, an innovative webinar platform based in France. Gilles shares insights into LiveStorm's journey, its focus on privacy and security, and its market positioning as a leading European webinar platform. The discussion delves into the impact of the COVID-19 pandemic on Livestorm's growth, the strategic integration with HubSpot, and future plans involving AI to enhance the webinar experience. Tune in to learn how Livestorm is revolutionizing webinars for marketers and enterprises alike. 00:00 Introduction to Up Your Stack Podcast 00:19 Meet Gilles from LiveStorm 00:52 What is LiveStorm? 01:53 LiveStorm's Journey and Growth 05:39 Challenges and Success During COVID-19 09:59 Competing in the Webinar Platform Market 14:33 Integration with HubSpot 20:05 Future of LiveStorm and AI Integration 25:16 Advice for HubSpot App Developers 27:00 Conclusion and Contact Information…

UpYourStack

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Episode 7 - Salesmsg 32:59

45 weeks ago32:59

32:59

Noah Berk interviews Chris Brisson, the founder of Salesmsg. Chris shares the company's history, starting as a solution for outbound SMS marketing through Call Loop, evolving due to customer feedback into a comprehensive SMS, voicemail, and calling platform, integrated deeply with HubSpot. Chris delves into the challenges and lessons learned from initial failures, the importance of customer feedback, and how he pre-sold his new product idea through webinars. Salesmsg boasts various use cases across sales, marketing, and support, positioning itself as a leading SMS tool. They discuss the strategic use of AI to enhance customer interaction and simplify communication workflows, aiming to provide an 'easy button' for business communication. Chris also shares innovative uses of SMS in marketing campaigns, highlighting a memorable example of a successful 'swipe up' method for engagement. The episode underscores the importance of transparency, customer feedback, and continuous product improvement. 00:00 Introduction to Up Your Sack Podcast 00:17 Meet Chris Brisson from Salesmsg 00:29 What is Salesmsg? 01:13 The Origin Story of Salesmsg 02:45 The Death of Call Loop and Birth of Salesmsg 04:00 Lessons for Entrepreneurs 05:52 Building a Better Product 08:20 Early Growth and Integration 11:52 Customer Feedback and Future Plans 16:32 Embracing Customer Feedback 17:33 The Power of Radical Transparency 18:44 Sales Message's Unique Market Position 20:45 Comprehensive Features and Integrations 23:49 Textize Your Business: A New Methodology 26:11 AI and the Future of Salesmsg 28:49 Innovative Customer Experiences 31:33 Conclusion and Contact Information…

UpYourStack

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Episode 6 - Fathom 30:13

46 weeks ago30:13

30:13

Noah Berk, co-founder of OBO, interviews Richard White from Fathom. They discuss Fathom's AI meeting assistant that records, transcribes, and generates detailed notes from virtual meetings. Richard shares the story behind creating Fathom, its user base, and its key integration with HubSpot, while providing insights into how AI technology is transforming productivity and collaboration across various industries. 00:00 Introduction to Up Your Stack Podcast 00:18 Meet Richard from Fathom 00:39 What is Fathom? 02:02 The Origin Story of Fathom 03:38 Challenges and Competitors 05:57 Fathom's Unique Business Model 07:29 Integration with HubSpot 08:55 User Adoption and Feedback 12:36 Future of AI in Fathom 15:07 AI's Impact on Sales and Leadership 16:22 Building AI Infrastructure vs. Developing AI Models 17:17 The Bet on Foundational Models 19:55 Future Developments and AI Integration 21:37 Competitive Pricing and Market Shifts 25:03 Favorite HubSpot Apps and Integrations 27:00 Embarrassing Customer Experiences 28:12 Final Thoughts and Contact Information…

UpYourStack

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Episode 5 - Sakari 27:08

47 weeks ago27:08

27:08

Noah Berk welcomes Adam Horsman from Sakari, a leading text messaging provider for HubSpot users. Adam discusses the origins of Sakari, their growth journey since 2018, and how their text messaging solutions stand out in the crowded HubSpot ecosystem. The conversation delves into the technical aspects of their product, including their native HubSpot integration, SMS compliance, global messaging capabilities, and the innovative feature roadmap featuring RCS (Rich Communication Services) and AI-driven enhancements. Adam also shares insights on running a lean tech startup, facing regulatory challenges, and the importance of data-driven decision-making. The episode provides valuable advice for other founders and highlights the effectiveness of Sakari in transforming business communication. 00:00 Introduction to Up Your Stack Podcast 00:17 Meet Adam from Sakari 00:30 The Origin and Evolution of Sakari 02:58 Sakari's Unique Selling Points 04:43 Use Cases and Customer Success 06:42 Challenges and Solutions in Text Messaging 13:14 Onboarding and Ideal Customers 23:13 Future Roadmap and Innovations 26:47 Conclusion and Final Thoughts…

UpYourStack

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Episode 4 - OrgChartHub 26:20

48 weeks ago26:20

26:20

Noah Berk speaks with Dan Currin, co-founder of OrgChartHub, about building successful apps for the HubSpot ecosystem. Dan shares the origin story of OrgChartHub, how their app has evolved since its inception in 2017, and the benefits it provides for enterprise sales teams. The conversation also delves into their second application, GeoMapper, and how it aids businesses in mapping out customer locations. They discuss adopting AI technologies and the importance of integrating tightly with HubSpot. Dan also encourages other potential app developers to understand customer needs and immerse themselves in the HubSpot community. The episode wraps up with insights into their favorite HubSpot apps and the rapid development pace of HubSpot's API and product offerings. 00:00 Introduction and Host Welcome 00:22 Meet Dan: The Original HubSpot App OG 00:45 The Origin Story of OrgChartHub 03:24 Gaining Traction in the HubSpot Marketplace 04:20 Introducing GeoMapper: Mapping Your Success 05:50 Success Stories and Client Feedback 12:29 Sales Methodologies and Professionalism 15:55 Building and Growing with HubSpot 20:21 AI Integration and Future Plans 23:46 Favorite HubSpot Apps and Final Thoughts 25:53 Conclusion and Farewell…

UpYourStack

1
Episode 3 - Scheduler AI 29:36

49 weeks ago29:36

29:36

Noah Berk interviews Maddie Bell, CEO and co-founder of Scheduler AI. They discuss Scheduler AI's innovative solution for automating and optimizing scheduling qualified sales meetings via AI integrated with HubSpot. Maddie explains how their AI agent conversationally engages with inbound leads, ultimately increasing conversion rates by quickly connecting and nurturing potential clients. The conversation highlights the unique advantages Scheduler AI offers over traditional scheduling tools and explores the potential future developments of AI in sales automation. Maddie also emphasizes the importance of building AI around reliable playbooks and processes and shares why integrating with HubSpot was beneficial. The episode concludes with Maddie inviting listeners to connect with Scheduler AI for more insights. 00:00 Introduction to Up Your Stack Podcast 00:20 Meet Maddie: AI Agent for Scheduling Sales Meetings 00:43 How Scheduler AI Works 01:29 The Unique Approach of Scheduler AI 01:50 Challenges with Traditional Scheduling Methods 02:41 The Evolution of AI in Scheduling 06:46 Integrating AI with HubSpot 09:44 The Future of AI in Business 16:39 B2B vs. B2C Applications of AI 18:24 The Value of AI in Sales and Marketing 19:52 Comparing AI Scheduling Assistants to Chatbots 23:49 Future Developments and Roadmap 27:24 Closing Remarks and Contact Information…

UpYourStack

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Episode 2 - Arrows 28:27

50 weeks ago28:27

28:27

Noah Berk chats with Daniel Zarick , co-founder of Arrows. Daniel discusses his background, the journey of founding Arrows, a customer onboarding tool for HubSpot users, and the evolution of their product. They dive into the inspiration behind Arrows, its unique features, the challenges of building custom solutions, and the importance of focusing on deep integrations. Daniel also shares insights about adopting AI in their operations and the HubSpot ecosystem. Lastly, they explore the impact of Arrows on customer success and highlight key integrations and future plans. 00:00 Introduction to Up Your Stack Podcast 00:28 Meet Daniel from Arrows 01:26 The Journey of Arrows 04:42 Challenges and Solutions in Customer Onboarding 07:43 Choosing HubSpot for Integration 10:56 Marketing and Sales Strategies 22:03 The Role of AI in Arrows 24:41 Shoutouts and Exciting Developments 27:29 Conclusion and Final Thoughts…

UpYourStack

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Episode 1 - SalesReach 34:39

52 weeks ago34:39