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Case Study

Rhino Roofers Expands HubSpot Into a Multi-Supplier Ordering Platform

Rhino Roofers logo featured in HubSpot integration case study
Rhino Roofers HubSpot integration enabling multi-supplier ordering

3

Major material suppliers integrated into HubSpot

2

New supplier integrations delivered (Beacon & SRS)

100
%

Product libraries standardized across vendors

BUILD & SCALE:

Transforming HubSpot into a unified material ordering engine

Rhino Roofers logo

The Client

Rhino Roofers is a Texas-based residential and commercial roofing company with approximately 50 employees operating across the United States. As production operations expanded, the organization leveraged HubSpot Enterprise as its system of record for managing deals, projects, and supplier coordination. After successfully integrating one supplier into HubSpot via a custom CRM card, leadership identified an opportunity to expand functionality, improve ordering efficiency, and modernize consent management. The objective was to evolve HubSpot from a CRM tool into an operational procurement platform embedded directly within production workflows.

The Challenge

Discovery surfaced several operational and technical gaps as Rhino Roofers expanded its supplier relationships:

  • Limited supplier flexibility: The existing CRM card supported only one supplier, restricting procurement workflows.
  • Manual product updates: Beacon and SRS product data required manual import and maintenance.
  • Complex variant searches: Users struggled to locate product variants across supplier catalogs.
  • No standardized order documentation: Material orders lacked automated PDF confirmations stored within HubSpot.
  • Inconsistent pricing visibility: Real-time supplier pricing and stock data were not consistently available.
  • Disconnected consent management: User consent preferences captured via Google Tag Manager were not syncing to HubSpot.
  • Reporting inconsistencies: Differing supplier product structures hindered cross-vendor reporting alignment.

Without architectural improvements, expanding supplier integrations would increase operational friction and limit scalability

  • Limited_Control

    Limited Control

  • Limited_Control

    Limited Control

  • Limited_Control

    Limited Control

Manual supplier ordering workflows and fragmented product data in HubSpot

The Solution

Aptitude 8 led a structured HubSpot integration and customization engagement focused on scalability, automation, and governance.

Phase 1: Discovery & Architecture Alignment

  • Mapped existing supplier workflows inside HubSpot.
  • Defined the future-state procurement model supporting ABC, Beacon, and SRS.
  • Identified product standardization requirements for cross-supplier reporting.
  • Designed the consent data flow between Google Tag Manager, Usercentrics, and HubSpot.

Phase 2: CRM UI Redesign & Product Standardization

  • Redesigned the CRM interface to allow multi-supplier selection during material ordering.
  • Imported Beacon and SRS product libraries into HubSpot.
  • Created standardized custom properties to align reporting structures.
  • Structured product variants and supplier templates for consistency.

Phase 3: Custom Development & Supplier Integrations

  • Built serverless functions to connect HubSpot to Beacon and SRS APIs.
  • Enabled supplier-specific template search functionality.
  • Implemented product and variant lookup across vendors.
  • Retrieved real-time pricing and stock availability during order submission.
  • Automated order submission directly to supplier APIs.
  • Generated PDF order confirmations and attached them to HubSpot deal records.
  • Enhanced the CRM card to display pricing, quantities, and order confirmation details.

Phase 4: Compliance Integration & Optimization

  • Synced Usercentrics consent data via Google Tag Manager into HubSpot multi-checkbox properties.
  • Centralized communication preferences inside HubSpot.
  • Conducted QA and user acceptance testing with the production team.
  • Transitioned into a recurring engagement model for ongoing enhancements and monitoring.
Custom HubSpot CRM card supporting ABC, Beacon, and SRS ordering

The Outcome

The engagement delivered measurable operational transformation across procurement and compliance workflows:

  • Three major suppliers fully integrated into HubSpot.
  • Two new supplier APIs added without disrupting existing operations.
  • Real-time pricing visibility at the time of order submission.
  • Automated PDF documentation stored directly within deal records.
  • Standardized product structures enabling consistent reporting across vendors.
  • Centralized consent tracking within HubSpot.
  • Reduced manual coordination between project managers and suppliers.

HubSpot evolved from a customer relationship management system into a centralized operational ordering platform.

Strategic Impact

The integration fundamentally reshaped how Rhino Roofers leveraged HubSpot within its production environment.

  • Procurement workflows were consolidated into a single system.
  • Production teams gained real-time pricing and stock visibility.
  • Reporting accuracy improved through standardized product architecture.
  • Compliance posture strengthened via automated consent synchronization.
  • The architecture established a scalable framework for additional supplier integrations.
  • Continuous optimization ensured long-term adaptability as supplier APIs evolve.

By embedding supplier integrations directly within HubSpot, Rhino Roofers reduced operational complexity while increasing visibility, control, and scalability.

3

Suppliers Integrated

ABC, Beacon, and SRS unified inside HubSpot.

 

2

New Integrations Added

Beacon and SRS APIs connected to existing infrastructure.

100%

Product Standardization Achieved

Cross-supplier reporting aligned across catalogs.

 

1

Unified Ordering Workflow

Centralized procurement executed directly inside HubSpot.

 

The Tools

New Tech Stack

Integration Logos

HOW WE SET YOU UP FOR SUCCESS

Next Steps

Aptitude 8 transitioned the engagement into a recurring optimization model designed to support continued growth. Through structured sprint governance, ongoing UI enhancements, supplier API monitoring, and evaluation of CRM card migration to an iframe architecture, Rhino Roofers now operates on a scalable procurement framework built for long-term expansion. With HubSpot established as a centralized operational system, the organization can continue scaling supplier relationships and production capacity without reengineering its underlying infrastructure.





About Aptitude 8

Implement. Integrate. Optimize.

Aptitude 8 is a technical consulting firm that helps companies make their business process, and the tools they use to deliver it, a competitive advantage. In today's business environment, the experience your customers have when buying from you is just as important as what you're selling. We build it better.

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