Pathway2Careers Moves from Fragmented Zoho & NetSuite into One HubSpot Engine

Industry

Education

Challenge

A fragmented CRM and disconnected workflows across Zoho and NetSuite were slowing growth and making collaboration difficult across departments.

Results

Pathway2Careers replaced 3+ systems, doubled internal CRM adoption, and gained full transparency across sales, marketing, and support.

Key Products

HubSpot Sales Hub Professional, HubSpot Service Hub Professional, HubSpot Content Hub, Data Migration, HubSpot Portal Implementation

p2c.org/

Tools consolidated into a single platform

30%

Reduction in admin and manual tasks

85+

Project Hours

100%

CRM adoption at launch across all teams

We worked with Katrina and the team at Growth to migrate from Zoho to HubSpot, and they were just fantastic! They helped with the workload and gave us room to learn so we could use HubSpot effectively. I recommend Growth 100% for implementing HubSpot.

McSpadden, S.

Sales Operations Coordinator, Pathway2Careers

Customer Overview

Pathway2Careers is a mission-driven organization that creates practical, career-focused math curricula for high school students across the U.S. Their audience spans educators, school districts, and nonprofit learning initiatives looking to close the gap between academics and real-world readiness. With a rapidly growing team and data spread across multiple platforms, they needed a centralized CRM to scale communication, performance tracking, and impact.

The Challenge

Before working with Growth, Pathway2Careers managed marketing, sales, and operations across Zoho, spreadsheets, and manually updated tools. Their CRM lacked transparency, created data discrepancies, and complicated reporting across their expanding sales and marketing teams. The sales and customer success teams had limited visibility into lead progress, events, and contact history. There were integration issues with NetSuite, conflicting data fields, and no centralized way to measure performance across channels. They needed a single source of truth that could handle custom pipelines, team-specific views, event engagement tracking, and performance analytics.

The Solution

Growth delivered a fully customized HubSpot Professional Onboarding + Implementation, migrating Pathway2Careers from Zoho to HubSpot, setting up three service-specific pipelines, and building automation workflows and reports tailored to their exact needs.

Key solution highlights:

Full CRM build for Sales, Marketing, and Service teams
Data migration from Zoho and connection to NetSuite
Custom pipelines
Lead source mapping and contact segmentation
Marketing contact strategy with engagement dashboards
HubSpot training for sales, marketing, and operations teams
Reporting tools that now offer a real-time view of events, registrations, and contact history

Growth followed a 90-day phased rollout that included pre-implementation planning, technical onboarding, data migration, and stakeholder training. The team created a full CRM map of contacts, companies, deals, and custom properties before migrating records from Zoho and activating NetSuite integration. Custom dashboards and contact management workflows were built to support both compliance and performance tracking. The Growth team also trained multiple departments on HubSpot’s tools, enabling each team to manage their part of the flywheel effectively from launch.

The Results

With HubSpot fully implemented, Pathway2Careers now operates from a single CRM with full visibility across departments. The sales and marketing teams report improved alignment, real-time reporting, and reduced manual work. Email analytics and workflows are driving better engagement, while automation has cut admin time by 30%. Growth also helped establish lead source governance, enabling accurate attribution for future outreach and growth planning.