Effective AI Campaigns

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Periti Digital is a HubSpot and Anthropic AI consultancy with offices in London, Dublin, Munich, Rotterdam, Lisbon, Boston and New York. We specialize in the complex projects that require clear expertise: migrating messy data, building AI automations, and connecting CRMs to ERPs and e-commerce platforms that weren’t designed to play nice together.

Results at a Glance

Numbers That Tell the Story

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Happy Customers
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About us

Differentiation Manifesto

You don’t need another marketing agency. You need a partner who can tackle the most complex challenges:

This results in better alignment between Sales, Marketing and Service, which leads to more efficiency, balance of growth and scale, and overall improved business results. And yes, a customer-facing engine that is at the core of your customer-related processes and metrics.

900+ Customers around the world have trusted Periti to deliver complex projects to unlock the full potential of Technology. That is how we reached HubSpot Elite status and ranked in the top 3 global HubSpot partners in 2024. 

Reach out and help us to become #1 

Vision

To be the partner leading brands trust to unlock the full potential of technology — with HubSpot at the core of their customer-facing processes and metrics.

Mission

About us

Differentiation Manifesto

You don’t need another marketing agency. You need a partner who can tackle the most complex challenges:

This results in better alignment between Sales, Marketing and Service, which leads to more efficiency, balance of growth and scale, and overall improved business results. And yes, a customer-facing engine that is at the core of your customer-related processes and metrics.

900+ Customers around the world have trusted Periti to deliver complex projects to unlock the full potential of Technology. That is how we reached HubSpot Elite status and ranked in the top 3 global HubSpot partners in 2024. 

Reach out and help us to become #1 

Happy Customers
0
5 Star Reviews
0
Cups of Coffee
0
Happy Customers
0
5 Star Reviews
0
Cups of Coffee
0

Vision

To be the partner leading brands trust to unlock the full potential of technology — with HubSpot at the core of their customer-facing processes and metrics.

Mission

About us

About Evara

Evara is the largest private residential developer in Ireland, with a landbank for accommodating up to 9,000 homes. With their existing Irish portfolio, Evara is the third largest residential, mixed-use developer in the country.  Evara’s mission is to transform undeveloped lands into places where people want to live, companies want to grow, retailers want to trade, and where neighbourhoods can come alive together. 

This results in better alignment between Sales, Marketing and Service, which leads to more efficiency, balance of growth and scale, and overall improved business results. And yes, a customer-facing engine that is at the core of your customer-related processes and metrics.

900+ Customers around the world have trusted Periti to deliver complex projects to unlock the full potential of Technology. That is how we reached HubSpot Elite status and ranked in the top 3 global HubSpot partners in 2024. 

Reach out and help us to become #1 

Why choose us

Why Leading Brands Choose Us

At Periti we have done numerous HubSpot ↔ Salesforce integrations across various industries and use cases, using the HubSpot connector, as well as directly using the Salesforce API.

Contact us to request a case study or have a free consultation call.

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Contact us to request a case study or have a free consultation call.

This results in better alignment between Sales, Marketing and Service, which leads to more efficiency, balance of growth and scale, and overall improved business results. And yes, a customer-facing engine that is at the core of your customer-related processes and metrics.

900+ Customers around the world have trusted Periti to deliver complex projects to unlock the full potential of Technology. That is how we reached HubSpot Elite status and ranked in the top 3 global HubSpot partners in 2024. 

Reach out and help us to become #1 

Blog

Latest Articles

If you’re running a midsize or enterprise business, you’ve probably heard the buzz around Salesforce and HubSpot—two of the biggest names in the CRM world.
Is your business leaving leads—and revenue—on the table? If you’re looking to take your sales and marketing funnel to the next level, this is the
In today’s fast-paced business environment, organizations can’t afford the inefficiencies that come from managing disconnected systems. When your CRM (HubSpot) and ERP (NetSuite) operate in
Every year, Gartner’s Magic Quadrant delivers the industry’s most anticipated report card—and this year, HubSpot aced it. In the 2025 Magic Quadrant for Content Marketing
If you’re using SAP, along with a separate CRM, you may be missing out on powerful efficiencies and more importantly, revenue. Moving to HubSpot and
For marketers, clean customer data is crucial for optimizing your budget, allocating resources effectively, and building lasting customer relationships. Here are five tangible benefits to

Features

Features That Feel Personal, Yet Powerfully Scalable

Human-Centered Automation

Create workflows—welcome emails, drip campaigns, and reminders.

Smart Audience Segmentation​

Group users by interests. Send targeted, personal messages.

Drag & Drop Email Builder

Create stunning emails. Include images and buttons.

AI-Powered Personalization

Our AI suggests subject lines, copy, and timing based on user behavior.

Advanced Analytics Dashboard

Features

Features That Feel Personal, Yet Powerfully Scalable

HubSpot Elite Partner

Periti takes great pride in being recognized as a HubSpot Elite Partner. Achieving the esteemed status of a HubSpot Elite Partner signifies our exceptional proficiency in providing top-notch services to our clients. By consistently exceeding their objectives, we contribute to their growth and success.

HubSpot 22 Impact Awards

Periti Digital earned HubSpot’s 2022 Customer First Impact Award! This honors our commitment to customer-centric values. Exceptional experiences drive lasting partnerships. Winning reaffirms our tailored solutions and support. Thanks to our customers for trust. This recognition fuels our pursuit of excellence for your business. Onward to new milestones!

Maximum Yield

Periti Digital doesn’t implement AI for its own sake — we embed it where it matters most: inside the critical business processes that drive revenue, compliance, and operational continuity, ensuring automation delivers measurable outcomes rather than marginal efficiency gains

Process

If you are looking for help, we are here.

Planning a Project

Deploying HubSpot

Optimizing HubSpot

Operating HubSpot

Testimonials

What Our Users Are Saying

S. Cassley
S. CassleyClarke
They explained each step clearly and ensured we were comfortable using the platform. Their attention to detail and ability to troubleshoot any issues made the whole experience stress-free and efficient.
YSL
YSLAKFS Vehicles
Periti opened our eyes to what's possible and guided our technical team to integrate the HubSpot Marketing module into our everyday usage, UI's and our company websites.
R. Gibson
R. GibsonAber Instruments
We used Periti for onboarding, configuration and training and the time and money was very well spent, with our implementation proving to be a huge success.
N. Phillips
N. PhillipsAccora Care
They've been amazing at tidying up our database and setting up workflows to keep it clean and organised.
J. Ratcliffe
J. RatcliffeCanva
I would recommend Periti for anyone looking to onboard HubSpot.
C. Simpson
C. SimpsonAnglo Scottish Assets Finance
From the start of the project they worked hard to understand our requirements and helped us modify HubSpot to meet our business needs.
R. Jones
R. JonesHelping Irish Hosts
Periti's expertise in the platform was evident at every step—whether it was troubleshooting technical issues or helping us build out a fairly complicated project set up.
A. Garalina
A. GaralinaJumptech
Periti's ability to explain complex systems in a way that's both accessible and actionable has been invaluable. It's clear that they are not only experts in their field but also deeply committed to helping his clients succeed.
A. Argo-Bennett
A. Argo-BennettWarrendale Farms
Despite the complexity of our operations and the challenges that arose, Periti approached every step with a solution-oriented mindset and a remarkable ability to adapt to our specific needs.
G. Jones
G. JonesBridewell
The team was highly supportive and responsive to our needs and questions. They kept us up-to-date at all times on the progress of the project and there was good and open communication.

Integrations

Seamlessly Connected to Your Stack

We play well with the tools you already love. Instantly connect your email workflows with CRMs, eCommerce platforms, analytics, and more so everything works together, effortlessly.

How it works

Smart, Simple, and Human

01

Set Up Your Audience

Import your list or integrate with your CRM. Segment contacts based on behavior, actions, or traits—no manual work needed.

02

Create Emails with Heart

Use our drag & drop builder to craft beautiful messages. Add personal touches with AI-assisted suggestions that sound like you.

03

Build Smart Workflows

Design email journeys with triggers, delays, and conditions. From welcome emails to win-back campaigns—fully automated, fully human.

What We Do

Eight services. One Elite Partner.

01

Implementation

Full HubSpot builds across every Hub you run, mapped to how your team actually sells, markets, and supports — not a generic template.

02

Data Migration

Moving off Salesforce, Pipedrive, Zoho, or a spreadsheet mess? We carry your data, your automations, and your history across cleanly — nothing gets lost in transit.

03

Integrations & Custom API Work

Connect HubSpot to your billing, product, support, or internal tools. When there’s no native integration, we build one.

04

Onboarding & Team Adoption

A HubSpot instance is only as good as the team using it. Role-based onboarding that gets people working in it properly, not just logged in.

05

Audit & Optimization

A structured look under the hood by certified consultants — what’s broken, what’s wasted, what’s actually worth fixing first.

06

Managed HubSpot Support

An ongoing retainer with certified consultants handling admin, builds, reporting, and optimization — so HubSpot stays yours to run, not yours to fix.

07

Custom Development

UI extensions, serverless apps, custom CMS themes, and workflow actions — for when out-of-the-box HubSpot needs to do something it doesn’t do yet.

08

Training & Certification Prep

Structured, role-specific training for sales, marketing, service, and ops — live or recorded, built toward real certification, not just a walkthrough.

What to expect

All Six HubSpot Hubs

01

With HubSpot’s marketing automation tools you can create captivating campaigns, generate leads, and measure your marketing impact with precision.

02

Empower your sales team with powerful tools to close more deals, track performance, and build stronger customer relationships. Sales enablement has never been easier!

03

Deliver exceptional customer support, cultivate loyalty, and turn delighted customers into brand advocates.

04

Centralize and automate data processes. Easy-to-use tools help you clean, curate, and sync data from various sources, ensuring accuracy and consistency across systems.

05

Effortlessly manage your website content, ensuring an engaging digital experience for your visitors.

HubSpot for Your Industry

Vertical-specific HubSpot playbooks.

Secure, integrated CRM for healthcare organizations — unify patient and customer data, stay compliant, and align Sales, Marketing and Service around every relationship.

Build lasting customer relationships in the IT space with a CRM that unifies data across systems, automates provisioning workflows, and scales with your service business.

For banks, credit unions, mortgage and investment firms — deep business insights, automated processes, and secure handling of highly sensitive customer data, including KYC.

From acquisition to retention, an agile CRM that scales with explosive growth — rapid insights, automated operations, and secure transactions and data storage.

Quick questions

Before we talk

It’s built to help businesses create, send, and automate email campaigns that feel personal and drive real results.

Marketers, small businesses, e-commerce stores, agencies — basically anyone who wants better email engagement without extra effort.

Nope! Our intuitive interface lets you build campaigns and automations with zero coding knowledge.

Nope! Our intuitive interface lets you build campaigns and automations with zero coding knowledge.

Nope! Our intuitive interface lets you build campaigns and automations with zero coding knowledge.

Nope! Our intuitive interface lets you build campaigns and automations with zero coding knowledge.

Ready when you are.

Pick a time, drop a line, and we'll take it from there.

Contact us

Features That Feel Personal, Yet Powerfully Scalable

Pick a time that works. We’ll cover where you are, where you want to go, and the highest-leverage move to get from one to the other. CRM, RevOps, growth marketing, AI. No pitch, no slides, just signal.

30-minute strategy call

Let's build your growth operating system.

Pick a time that works. We’ll cover where you are, where you want to go, and the highest-leverage move to get from one to the other. CRM, RevOps, growth marketing, AI. No pitch, no slides, just signal.

Elite HubSpot Partner

150+ experts, 25+ countries

1,500+ businesses served

Why choose us

Why Leading Brands Choose Us

AI-Driven AutomatiManual lead distribution processeson

The marketing team was generating plenty of leads, but time-consuming, manual reviews of these leads for ICP fit and AE assignment were creating a bottleneck for the sales team.

AI-Driven AutomatiManual lead distribution processeson

The marketing team was generating plenty of leads, but time-consuming, manual reviews of these leads for ICP fit and AE assignment were creating a bottleneck for the sales team.

AI-Driven AutomatiManual lead distribution processeson

The marketing team was generating plenty of leads, but time-consuming, manual reviews of these leads for ICP fit and AE assignment were creating a bottleneck for the sales team.

AI-Driven AutomatiManual lead distribution processeson

The marketing team was generating plenty of leads, but time-consuming, manual reviews of these leads for ICP fit and AE assignment were creating a bottleneck for the sales team.

Why choose us

Why Leading Brands Choose Us

AI-Driven AutomatiManual lead distribution processeson

The marketing team was generating plenty of leads, but time-consuming, manual reviews of these leads for ICP fit and AE assignment were creating a bottleneck for the sales team.

AI-Driven AutomatiManual lead distribution processeson

The marketing team was generating plenty of leads, but time-consuming, manual reviews of these leads for ICP fit and AE assignment were creating a bottleneck for the sales team.

AI-Driven AutomatiManual lead distribution processeson

The marketing team was generating plenty of leads, but time-consuming, manual reviews of these leads for ICP fit and AE assignment were creating a bottleneck for the sales team.

Step Guide

How to Integrate in 4 Simple Steps

Set up your favorite tools in just a few clicks no coding required.

01. Choose Your Integration

Browse from 50+ tools across eCommerce, CRM, webinars, and more.

02. Connect Securely

Browse from 50+ tools across eCommerce, CRM, webinars, and more.

03. Map Your Data

Browse from 50+ tools across eCommerce, CRM, webinars, and more.

04. Launch & Monitor

Browse from 50+ tools across eCommerce, CRM, webinars, and more.

GET IN TOUCH

At Periti we have done several of HubSpot ↔ Dynamics CRM integrations across varied industries.

Contact us to request a case study or have a free consultation call.

01

Set Up Your Audience

Import your list or integrate with your CRM. Segment contacts based on behavior, actions, or traits—no manual work needed.

02

Set Up Your Audience

Import your list or integrate with your CRM. Segment contacts based on behavior, actions, or traits—no manual work needed.

03

Set Up Your Audience

Import your list or integrate with your CRM. Segment contacts based on behavior, actions, or traits—no manual work needed.

API & Developer Access

Integrate your Microsoft Business Central ERP with HubSpot.

There are more versions of Business Central (BC) out there than plug-in integrators like to admit. They come from the age of database based integrations, from the age of APIs, and everywhere in between. 

The choice of integration technology is important here, and depends on several factors — the specific version of BC being the most critical. Don’t believe everything you read, and make sure you understand how things will work before you make your move.

Step Guide

From kickoff to first closed deal.

Set up your favorite tools in just a few clicks no coding required.

03. Map Your Data

Browse from 50+ tools across eCommerce, CRM, webinars, and more.

01. Choose Your Integration

Browse from 50+ tools across eCommerce, CRM, webinars, and more.

02. Connect Securely

Browse from 50+ tools across eCommerce, CRM, webinars, and more.

01. Choose Your Integration

Browse from 50+ tools across eCommerce, CRM, webinars, and more.

03. Map Your Data

Browse from 50+ tools across eCommerce, CRM, webinars, and more.

01. Choose Your Integration

Browse from 50+ tools across eCommerce, CRM, webinars, and more.

02. Connect Securely

Browse from 50+ tools across eCommerce, CRM, webinars, and more.

01. Choose Your Integration

Browse from 50+ tools across eCommerce, CRM, webinars, and more.