HubSpot Lead Pipeline Implementation
for The DPO Centre

As HubSpot introduced its new leads pipeline in 2024, we proactively approached The DPO Centre, an existing client, recommending the transition from their legacy deal setup to new Leads and Deal Pipeline to enhance lead accuracy, streamline reporting, and make the most of every useful HubSpot feature.

The DPO Centre is the leading outsourced data protection service, enabling organisations to succeed through compliance and minimising risk. Like any hyper-growth business, going straight from a Contact to a Deal within HubSpot caused a few issues. Here’s how we solved them:

HubSpot Diamond

HubSpot Diamond

The Challenge

The DPO Centre’s existing deal-based setup in HubSpot presented significant challenges:

Inefficient Lead Tracking – Their system did not effectively record multiple repeat enquiries from the same contacts, making it difficult to track lead origins and engagement history.
Reporting Inaccuracies – The legacy deal setup undercounted historical data, leading to discrepancies in year-on-year comparisons.
Data Fragmentation – Forecasting and performance tracking were affected due to outdated reporting structures that did not align with evolving business needs.
Complex Migration Process – Transitioning from deals to leads required restructuring nearly 100 reports and ensuring historical data remained intact.

Comprehensive Data Migration

Comprehensive Data Migration

We exported existing deals, backdated historical data into the new leads system, and ensured accurate year-on-year comparisons. To maintain data integrity, this offline processes involved backdating lead entries to provide a reliable data baseline going forward.

Pilot Implementation

Pilot Implementation

Collaborating with The DPO Centre’s sales manager, we ran a pilot project in tandem with their existing setup to test the transition with a small sample before a full-scale rollout, allowing us to identify issues in real-time and fine-tune the lead configuration process with no disruptions to the business.

Customised Lead Configuration

Customised Lead Configuration

Embarking on preservation of legacy lead scoring properties, we integrated key sales features and configured reports tailored to lead tracking. Tackling early limitations of the new leads functionality with custom workarounds.

New Reporting Set-up

New Reporting

Set-up

We restructured over 100 reports, shifting them from deal-based to lead-based tracking to reflect more precise performance metrics.

System Integration & Training

System Integration & Training

We guided their team through the new setup, ensuring they could confidently navigate the updated system and leverage the latest HubSpot sales workspace features.

The Outcome

The transition resulted in a more accurate and efficient sales process for The DPO Centre:

✅ Accurate Lead Tracking – The new system now correctly records and reports all inquiries, preventing data inconsistencies.

✅ Reliable Historical Data – With past deals successfully converted into legacy leads, year-on-year reporting now reflects real business growth.

✅ Optimised Sales Insights – The new pipeline enables better forecasting and performance tracking, aligning with strategic business goals.

✅ Future-Proofed System – By implementing the transition early, The DPO Centre gained access to HubSpot’s latest lead management features, positioning them for continued success.

Mia Loiselle

"We went through a giant CRM migration, and I'm so thankful that Unmatched led the charge here. Meave is a brilliant point of contact who helps untangle and solution even the toughest of problems. She's also just genuinely lovely to work with. Matt has assembled a great team, and I'm thrilled they're part of our arsenal. Highly recommend."

Content Marketing | Flagsmith

M.loiselle - flagsmith

Ellie Mercer

"Our experience with Unmatched has been outstanding, but the real star for us has been Meave. What was meant to be a short three-month engagement to help get us set up on HubSpot has now turned into a long-term partnership, largely because of her incredible support. She doesn’t just implement solutions; she ensures we understand how to use HubSpot effectively for the long term in a way that suits our business needs. I cannot recommend Unmatched and Meave enough!!"

Digital Marketing Executive | Peldon Rose

E Mercer - Peldon Rose

Mara Lanfranchi

"Unmatched have been an invaluable partner in our quest to master HubSpot. Their tailored training, expert team, responsive support, engaging sessions, and results-driven approach have made our learning journey exceptional. Unmatched's professionalism and commitment exceeded expectations - highly recommended for anyone seeking top-notch guidance in navigating the HubSpot landscape!"

Marketing Executive | Libraesva

Mara Lanfranchi (libraesva)

Leon Palmer

"The team at Unmatched have been great at firstly onboarding us with Sales Hub, which was a seamless process. They not only understood our requirements but also made us think about things differently too, as well as suggesting great ideas on implementing extra details to make our work easier. Following the onboarding, we have been working with Unmatched to fine tune many areas of our account, including creating more efficient dashboards, working with lead scoring, improvements to workflows. They are a joy to work with and really understand what we are trying to achieve, which makes the whole process much better."

Head of Marketing | Møller Institute

Leon Palmer | Møller Institute

Adam Storey

"We engaged Unmatched to assist us with implementation of HubSpot into our recruitment business. Matt and Dan were very thorough in understanding our brief. Dan met with us regularly to update us on progress of the build of workflows and explaining in detail how to use these effectively. I would highly recommend Unmatched for anyone using HubSpot, especially those who like us were just starting out. By using Unmatched to assist us with the initial build it has given us the foundations to make the best use of the software."

Director | Ocala Healthcare

Adam storey - Ocala

Anna Frizzi

"Unmatched makes HubSpot simple, whether you're new to the platform (as I was) or looking to optimize your existing setup. Unmatched excels at problem-solving, whether it's building new processes, enhancing team efficiencies, or creating advanced automations like pipeline workflows or email nurture programs. They don't just implement solutions—they empower you to understand and master them for long-term success. If you’re seeking creative, dependable, and proven results with HubSpot, Unmatched is the agency to turn to. You will not be disappointed!!"

Marketing Executive | Libraesva

Anna Frizzi (Libraesva)

Conexus Group

CRM & Systems

CRM

The Conexus Group needed a partner to unify their platforms in order to streamline reporting and improve overall efficiency. Our team created 8 custom pipelines, custom workflows to better track internal referrals, and reporting solutions to better track user interactions.

DPO Centre HubSpot Leads Reporting

Lead Pipeline Implementation

Sales Implementation

The DPO Centre transitioned from their legacy deal setup to the new Leads and Deal Pipeline with proactive recommendation from Unmatched. Resulting in enhanced lead accuracy and tracking, and streamlined sales insight reporting.

Peldon Rose

Marketing & Automations

Email Marketing

Peldon Rose were in need of a partner to streamline their marketing efforts in HubSpot. Unmatched devised a structured onboarding plan to allow for effective lead nurturing and data visibility.