In this episode of Up Your Stack, Noah Berk talks with Vibhor Kapoor, Chief Business Officer at NextRoll, the company behind RollWorks and AdRoll. Vibhor shares how their AI-driven platform delivers full-funnel, multi-channel advertising for B2B brands—and how their deep, bidirectional HubSpot integration unlocks high-impact targeting and attribution.
You’ll discover how NextRoll identifies high-fit accounts, leverages a cross-device identity graph, and enables account-based marketing through machine learning and proprietary algorithms like BidIQ and InIQ. Vibhor also explains how RollWorks supports compliant advertising in a post-third-party cookie world and what’s next for AI in performance marketing.
Looking to supercharge your ad performance on HubSpot?
https://aptitude8.com/contact-us
https://aptitude8.com/custom-hubspot-integration
#HubSpotCrossbeamIntegration #AccountMappingForPartnerships #B2BPartnerCollaborationTools #EcosystemLedGrowthStrategy #HowCrossbeamWorksWithHubSpot
In this episode of Up Your Stack, host Noah Berk chats with Eric Xiao, Founder and CEO of Laxis, about how AI is reshaping sales workflows and CRM efficiency. From building an AI copilot that takes meeting notes, generates leads, and updates CRMs, to deeply integrating with HubSpot for seamless partner data sharing—Eric breaks down how Laxis is creating serious time savings and ROI for revenue teams.
You’ll hear how Laxis evolved from a broad AI meeting assistant during COVID into a focused copilot for B2B sales teams, why AI should go beyond window dressing, and how integrating with platforms like HubSpot allows Laxis to be a force multiplier without disrupting workflows. Whether you're a founder, a RevOps leader, or just trying to scale your HubSpot stack smarter, this episode is packed with insights.
Learn more or get support from the team at Aptitude 8:
https://aptitude8.com/contact-us
https://aptitude8.com/custom-hubspot-integration
#HubSpotCrossbeamIntegration #AccountMappingForPartnerships #B2BPartnerCollaborationTools #AICRMIntegration #EcosystemLedGrowthStrategy
In this episode of *UpYourStack*, host Noah Berk is joined by Alex Rhodes, Senior Partner Marketing Manager at Sinch, to explore how rich communication services (RCS) are revolutionizing the way businesses engage customers through messaging.
Alex shares insights into the transition from SMS to RCS, how it enhances security, interactivity, and trust, and what it means for B2B and B2C communication. Discover how RCS enables verified business messaging with carousels, in-message purchases, and encrypted conversations—and why companies need to act now to stay ahead.
The conversation also covers how Sinch integrates with HubSpot, enabling global SMS, MMS, and soon RCS and WhatsApp capabilities directly within your CRM workflows. Learn why verified business messaging is critical for your brand and how Sinch helps organizations deliver trusted, seamless communications at scale.
Connect with Alex: alex.rhodes@sinch.com
Learn more about Sinch:https://www.sinch.com
Explore HubSpot custom integrations: https://aptitude8.com/custom-hubspot-integration
Contact Aptitude 8: https://aptitude8.com/contact-us
#HubSpotCrossbeamIntegration #BusinessMessagingSecurity #RCSMarketingTechnology #VerifiedSMSMessaging #B2BPartnerCollaborationTools
In this episode of UpYourStack, Noah Berk chats with Aydin Mirzaee, CEO and co-founder of Fellow App, about transforming workplace meetings with AI. Discover how Fellow is more than a call recorder—it's an AI meeting assistant that supports before, during, and after meetings, helping teams stay accountable, streamline collaboration, and integrate seamlessly with platforms like HubSpot.
Aydin shares his journey from selling Fluidware to leading Fellow, highlights how hybrid work reshapes meetings, and dives into Fellow’s privacy-first approach to note-taking and CRM integration. Learn how companies are adopting AI chiefs of staff to boost productivity and how Fellow App uses the HubSpot integration to auto-log notes, update CRM fields, and drive alignment across customer-facing teams.
Explore the future of B2B meetings and how AI is redefining how teams work.
Connect with Aydin: https://fellow.app
Learn more about Aptitude 8 custom HubSpot integrations: https://aptitude8.com/custom-hubspot-integration
Need help optimizing your tech stack? https://aptitude8.com/contact-us
#HubSpotCrossbeamIntegration #AIChiefOfStaff #B2BPartnerCollaborationTools #DataEscrowForCRM #EcosystemLedGrowthStrategy
In this premiere episode of Season 3, Noah Berk, Co-CEO of Aptitude 8, sits down with Bob Moore, Co-founder and CEO of Crossbeam, to dive into the evolution of B2B partnerships. Bob shares his entrepreneurial journey from founding RJMetrics and Stitch Data to building Crossbeam—a revolutionary partner data sharing platform. Learn how Crossbeam solves the critical "data escrow" problem in account mapping, making B2B partner collaboration secure, scalable, and impactful.
Bob also breaks down how the HubSpot Crossbeam integration enables smarter go-to-market strategies, why ecosystem-led growth is reshaping the future of SaaS, and how AI is transforming partnership roles. Whether you're in sales, marketing, operations, or partnerships, this episode delivers actionable insights into building better B2B ecosystems.
Learn more:
Contact Aptitude 8: https://aptitude8.com/contact-us
Custom HubSpot Integrations: https://aptitude8.com/custom-hubspot-integration
#B2BPartnerCollaboration #HubSpotCrossbeamIntegration #EcosystemLedGrowth #PartnerDataSharing #AccountMappingForPartnerships
Most companies don’t actually know which marketing efforts drive revenue. They see leads coming in, they see profit—but what happens in between is a mystery.
In this episode of UpYourStack, Michael Stratta and Christopher Larkin of Galileo join host Noah Berk to discuss how their platform helps businesses finally get clear, accurate attribution.
We cover:
✅ Why so many businesses are successful in spite of themselves
✅ How Galileo helps companies see every touchpoint and make data-driven decisions
✅ The real problem with free analytics tools like Google Analytics
✅ Why standard attribution models fail to capture the full picture
✅ The future of marketing intelligence and AI-powered attribution
🎧 Listen now
🔗 Learn more about Galileo: https://arcalea.com/
Data is only as valuable as it is visible. In this episode of UpYourStack, Noah Berk sits down with Tom Randle, CEO of Geckoboard, to talk about the importance of real-time dashboards, why ease of use matters, and how better data sharing improves team performance.
Tom shares Geckoboard’s journey from a scrappy startup to a must-have tool for sales and support teams who need instant access to key metrics. Plus, we discuss how Geckoboard fills the gaps in the HubSpot ecosystem, making it easier to track multiple data sources in one place.
If you're tired of stale reports and clunky dashboards, this one’s for you!
🔗 Listen now!
Duplicate records are draining revenue—and no one talks about it enough.
In this episode of UpYourStack, host Noah Berk sits down with Hampus Isaksson and Tin Castro of Dedupely to dig into the real cost of duplicate data and how their team is solving it inside HubSpot.
They break down:
✅ How Dedupely started as a simple solution and evolved into a must-have tool
✅ The hidden revenue loss from bad data (hint: it's bigger than you think)
✅ Why customer support is their #1 sales engine
✅ The future of deduplication and AI-driven data quality
If you've ever been frustrated by duplicate contacts in your CRM, this episode is for you.
🎧 Listen now!
Surveys can be clunky, and customer feedback often gets lost in different tools. Kamil Rejent, CEO of Survicate, shares how his company makes it easier to collect and analyze feedback—whether through surveys, support tickets, or other touchpoints.
In this episode, Noah Berk and Kamil discuss:
✅ How Survicate collects partial survey responses for better insights
✅ Why customer feedback is more than just surveys
✅ How companies use Survicate to improve products and customer experiences
✅ The power of deep HubSpot integration for sales and marketing teams
Looking to collect better feedback and make smarter decisions? Tune in now!
Door knocking and cold calls aren’t the only way to connect with customers. Darius Santos, Co-Founder of Dubb.com shares how video messaging is helping businesses build trust, increase engagement, and close more deals—without the awkward sales tactics.
In this episode, Noah Berk and Darius Santos discuss:
✅ How video helps sales teams cut through the noise
✅ The impact of video messaging on conversion rates
✅ Real-world results from companies using Dubb
✅ Why integrating with HubSpot made sense for Dubb
If you’re looking for a smarter way to engage prospects and boost sales, this episode is for you.
🔗 Listen now!
How do you connect your CRM and marketing tools without the hassle? In this episode of UpYourStack, Andrus Purde, CEO of Outfunnel, shares how his company bridges the gap between sales and marketing platforms, making data syncing seamless and easy.
Host Noah Berk dives into:
✅ Why Outfunnel focuses on a select set of tools instead of trying to integrate everything
✅ The real challenges companies face when connecting sales and marketing data
✅ How Outfunnel helps teams get the most out of tools like HubSpot, Pipedrive, and Mailchimp
✅ The importance of marketplaces in Outfunnel’s growth strategy
If you’re looking to improve your marketing and sales workflow, this episode is for you.
🔗 Listen now and simplify your tech stack!
Bad email data is costing businesses more than they realize—lost leads, wasted marketing spend, and damaged sender reputations. In this episode of UpYourStack, Brian Minick, COO of ZeroBounce, breaks down why clean email lists are essential and how businesses can protect their inbox placement.
We discuss:
If you're in marketing, sales, or RevOps, this episode will change how you think about your email data.
🔗 Learn more about ZeroBounce: zerobounce.net
🎧 Listen now!
In this episode of UpYourStack, we sit down with Yaroslav Lazor and Sergiy Korolov from Railsware to talk about the power of actionable data. They share the story behind Coupler.io, their data analytics and automation tool, and how it helps companies turn scattered data into meaningful insights.
We discuss:
✅ Why most companies struggle with clean, reliable data
✅ The costly mistakes businesses make without accurate reporting
✅ How Coupler.io brings data together from multiple sources—including HubSpot—to create actionable dashboards
✅ The role of AI in shaping the future of analytics
If you want better reporting, cleaner data, and deeper business insights, this episode is for you!
🔗 Learn more about Coupler.io: coupler.io
🎧 Listen now!
In this episode of UpYourStack, we sit down with Dylan Sather, Founder and engineer at Pipedream, to discuss how Pipedream is revolutionizing automation and integrations. Dylan shares insights on how developers—and even non-developers—can leverage APIs to streamline workflows, build custom automations, and unlock new efficiencies. We explore how Pipedream enables businesses to ship integrations in as little as 24 hours, how AI is shaping the future of automation, and why understanding business challenges is just as critical as building great technology.
Whether you're a technical founder, an automation enthusiast, or just API-curious, this episode is packed with valuable insights on how to integrate smarter, not harder.
🔗 Learn more about Pipedream: Pipedream.com
🎧 Listen now!
In this episode of UpYourStack, Noah Berk sits down with Max Cohen, Chief Evangelist at hapily, to explore how hapily is transforming event management and sales automation in the HubSpot ecosystem.
Max shares insights into:
If your team struggles with managing event data, lead attribution, or sales rep consistency, this episode is packed with actionable takeaways!
Tune in to learn how hapily is making HubSpot even more powerful.
In this episode of the UpYourStack Podcast, host Noah Berk is joined by Keith Rabkin, Chief Revenue Officer at PandaDoc, to discuss how their platform simplifies agreement workflows for teams of all sizes.
What you’ll learn:
If you're a HubSpot user or a team looking for better ways to manage agreements, this episode is packed with actionable insights.
👉 Tune in now and learn how PandaDoc is helping businesses save time and improve their workflows!
In Episode 19 of the UpYourStack Podcast, host Noah Berk, Co-Founder of OBO, interviews Kyle Racki, Co-Founder and CEO of Proposify, an all-in-one platform with features designed for your sales team to improve how you create, send, track, and close proposals, quotes, contracts, and other sales documents. Proposify helps thousands of businesses get control and visibility into their proposal process, delivering an incredible buying experience for prospects while streamlining the sales reps' workflows. No more reinventing the wheel every time a proposal goes out the door and no more bottlenecks that slow the entire process down. Proposal insights and seamless CRM integration allow companies insight to scale their processes, make timely engagements, and accurately forecast.
Kyle shares his journey from working as a junior designer to starting Proposify, and discusses the company's growth, product features, integration with HubSpot, and future plans including AI integration. The conversation also touches on the challenges of running a startup and offers advice for aspiring entrepreneurs.
00:00 Introduction to UpYourStack Podcast
00:17 Meet Kyle from Proposify
01:31 The Genesis of Proposify
03:29 Early Startup Challenges and Growth
06:35 Finding Product-Market Fit
09:00 Proposify's Unique Value Proposition
16:52 Integration with HubSpot
20:18 Future Roadmap and AI Integration
24:41 Advice for Entrepreneurs
27:00 Conclusion and Contact Information
Visit upyourstack.com to watch all episodes.
UpYourStack is powered by Aptitude 8, a HubSpot Elite Solutions Partner.
Join host Noah Berk, Co-Founder of The OBO Group as he chats with Stephen Brennan, Partner Manager at Dealfront, the go-to-market platform that gives sales and marketing teams the data, applications, and insights they need to find leads and close deals. They discuss the merger between LeadFeeder and EchoBot and formation of Dealfront. Discover how Dealfront combines website and sales intelligence to target European and soon-to-be U.S. markets. Learn about the company's unique solutions, benefits for sales and marketing teams, competitive positioning, and future roadmap involving AI and expanded sales intelligence. This episode provides valuable insights into maximizing your HubSpot tech stack.
00:00 Introduction to UpYourStack Podcast
00:19 Meet Stephen from Dealfront
00:42 The Origins of Dealfront
02:55 Dealfront's Market and Solutions
03:39 How Dealfront Works
07:31 Dealfront's Unique Capabilities
12:34 Dealfront's Competitors and Differentiation
14:37 Integration with HubSpot
16:36 Future of Dealfront
17:02 Conclusion and Wrap-Up
Visit upyourstack.com to watch all episodes.
UpYourStack is powered by Aptitude 8, a HubSpot Elite Solutions Partner.
Noah Berk, co-founder of OBO and Elite HubSpot Solutions Partner, special guest Bastien from HubLead discusses the innovative integration of LinkedIn with HubSpot through their application, HubLead. The conversation navigates through HubLead's inception aimed at integrating LinkedIn Sales Navigator with HubSpot and its evolution to include features like contact enrichment, activity syncing, email and code enrichment, and personalized CRM cards. Bastien emphasizes the application’s role in helping sales teams streamline outbound processes and reducing their dependency on marketing for data management, thereby improving efficiency and productivity. HubLead especially caters to small to mid-sized companies seeking an affordable, comprehensive solution for enhancing sales processes. The discussion also touches on the future of Hubly, the importance of focusing on a single CRM, and the potential integration of AI for advanced sales automation and analytics.
00:00 Introduction to Up Your Stack Podcast
00:16 Meet Bastien from HubLead
01:35 The Origin of HubLead
03:29 HubLead's Key Features and Integration
07:21 Target Customers and Plans
10:09 Differentiating from Competitors
12:13 Exploring the Market Potential
13:43 Tracking Sales Activities
15:11 The Importance of Inputs
16:37 Addressing the Middle Market
18:12 Future Roadmap and AI Integration
19:59 Lessons Learned in App Development
22:36 Final Thoughts and Contact Information
In this episode of Up Your Stack Podcast hosted by Noah Berk, Anton, the developer behind Import2, delves into the creation and innovation of his app designed to streamline data migration between different software applications, particularly CRMs. Discussing challenges such as maintaining data integrity, handling different data models, and the correct sequence of data import, Anton explains how Import2 addresses these issues through deduplication, data validation, and conversion of custom data structures. He emphasizes the importance of choosing the right downtime for transitions and shares how partnerships with companies like PipeDrive have helped gain market traction. The conversation explores the future of data migrations with a focus on leveraging AI and provides advice for companies undergoing similar transitions, emphasizing the value of a focused approach and learning from past experiences.
00:00 Introduction to Up Your Stack Podcast
00:15 Meet Anton: The App Developer
00:57 The Origin Story of Import2
01:27 Early Challenges and Breakthroughs
04:34 Gaining Traction in the Market
06:58 The Migration Process Explained
09:13 Common Migration Challenges
10:28 Challenges in Data Migration
11:09 Custom Objects and Fields
11:45 Complex Use Cases
12:12 Customer Expectations and Prep Work
12:29 Switching Over to New Software
13:33 Timing the Migration
14:27 Data Matching and Validation
15:36 Differentiating from Competitors
16:26 Future of Import2
19:38 Advice for Entrepreneurs
20:21 Conclusion and Contact Information
