Automatically Update Case Study Metrics from CRM

1. 1

   Tag case study customers in HubSpot with custom property

2. 2

   Create calculated fields for key metrics (e.g., "deals closed since start date")

3. 3

   Set up monthly Zapier job to pull updated metrics

4. 4

   Use Zapier Google Docs integration to update specific paragraphs

5. 5

   Notify content team in Slack when metrics change significantly

Template outline

The structure to recreate in your own workspace. Field names and thresholds are starting points.

Setup:
1. HubSpot: Custom property "Case Study Customer" (yes/no)
2. HubSpot calculated property: "Total Revenue" (sum of deal amounts)
3. Zapier monthly trigger
4. HubSpot: Search for contacts where Case Study = Yes
5. Google Docs: Find/replace {{customer_revenue}} placeholder
6. Slack: Notify #content if revenue increased >50%