Streamlining Operations and Lead Management with HubSpot for an Auction Gallery

  • February 2, 2026
  • Girikon
Background

A full-service auction gallery specializing in fine art, antiques, estate sales, jewelry, and collectibles. The organization conducts both live and online auctions across the U.S., offering valuation, marketing, and sales services through an experienced team of appraisers and auctioneers.

The Challenge 

Prior to HubSpot adoption, auction operations were managed entirely through manual processes. Client and bidder information lived in spreadsheets, while invoicing was handled in a disconnected third-party system. This resulted in:

  • Fragmented data across tools
  • No centralized visibility into leads, clients, or deal stages
  • Time-consuming manual updates and follow-ups
  • Lack of structured sales and marketing workflows
Products Used

  • HubSpot Sales Hub Enterprise
  • CompanyCam
Approach and Key Features

To modernize operations, a centralized HubSpot CRM and Sales Hub implementation was designed with a strong focus on automation and structured data management.

  • CRM Setup & Onboarding: Consolidated client, bidder, and deal data into a single HubSpot instance to establish a system of record.
  • Custom Deal Pipelines: Built tailored pipelines to track consignor agreements, auction preparation stages, and buyer engagement.
  • Forms & Lead Capture: Implemented HubSpot forms to capture auction inquiries and website leads directly into the CRM.
  • Task Automation: Automated follow-ups and task assignments to ensure timely communication and consistent execution.
  • Quote & Agreement Customization: Designed custom quote templates aligned with consignment and auction agreements.
  • Company Cam Integration: Integrated property and item images directly into HubSpot to streamline visual documentation, collaboration, and approvals.
The Result

Faster Operational Turnaround: Reduced time for client onboarding and auction setup.

Higher Conversion Rates: Improved lead nurturing and deal visibility increased conversions.

Operational Efficiency: Streamlined workflows significantly reduced manual data entry and administrative effort.

Improved Management Visibility: Leadership gained clear insight into auctions, consignors, sales progress, and marketing activity.

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