How a Lawn & Tree Care Leader Unified Systems and Scaled Smarter with Integrate IQ

This leading lawn and tree care provider began as a local operation and has grown into a regional powerhouse, serving hundreds of thousands of customers across the southern United States. Their services span lawn care, insect control, and specialized environmental treatments - all managed through multiple best-in-class platforms.

Key Results

Client

Multi-state lawn and tree care company managing nearly 300,000 customers across eight states

Challenge

Critical data siloed across systems for scheduling, invoicing, marketing, and finance

Pain Points

Disconnected platforms made customer segmentation difficult
Manual, time-intensive marketing processes
Incomplete reporting across sales, revenue, and marketing

Solution

Bi-directional integration between RealGreen and HubSpot
Workflow automation for lead nurturing and customer onboarding
Platform customization and team training to ensure long-term adoption

Results

Unified customer data across all departments
Automated, segmented marketing campaigns in HubSpot
Faster lead-to-customer conversion cycles
Comprehensive reporting across sales and marketing performance

Impact

Increased efficiency, stronger customer relationships, and a company-wide culture of data quality.

The Challenge: Too Many Systems, Not Enough Insight

With separate systems for accounting, scheduling, workforce management, and marketing, the company had all the tools it needed but none of them talked to each other.

Without a unified data structure, marketing teams struggled to:

Build accurate segmented lists for campaigns

Automate lead nurturing based on customer behavior or purchase history

Generate cross-departmental reporting to measure campaign impact on revenue

Each department had a piece of the puzzle, but no one could see the full picture.

The Solution: A RealGreen - HubSpot Integration That Brings It All Together

Integrate IQ developed a custom bi-directional integration between RealGreen, the company’s scheduling and operations platform, and HubSpot, their marketing and CRM hub.

The integration automated and enriched data flow between systems:

New prospects captured in HubSpot automatically sync to RealGreen once they qualify as marketing-qualified leads.

Customer notes, updates, and quotes created in RealGreen sync back to HubSpot, giving sales and marketing teams real-time insight.

Custom workflows in HubSpot trigger lead nurturing, follow-up, and campaign automation based on service milestones or behaviors.

New prospects captured in HubSpot automatically sync to RealGreen once they qualify as marketing-qualified leads.

Customer notes, updates, and quotes created in RealGreen sync back to HubSpot, giving sales and marketing teams real-time insight.

Custom workflows in HubSpot trigger lead nurturing, follow-up, and campaign automation based on service milestones or behaviors.

The Results: From Siloed Systems to Seamless Growth

After implementation, the client saw measurable improvements across operations, marketing, and sales:

Targeted Campaigns: Automated email workflows now reach the right leads at the right time, using data from both systems.

Precision Nurturing: Behavior-based and purchase-driven campaigns guide prospects from initial inquiry to repeat customer.

Unified Reporting: Marketing, revenue, and sales data now live in one ecosystem powering smarter, faster decisions.

Empowered Teams: Training created a shared understanding of data hygiene, reinforcing data as a strategic asset, not a technical burden.

Targeted Campaigns: Automated email workflows now reach the right leads at the right time, using data from both systems.

Precision Nurturing: Behavior-based and purchase-driven campaigns guide prospects from initial inquiry to repeat customer.

Unified Reporting: Marketing, revenue, and sales data now live in one ecosystem powering smarter, faster decisions.

Empowered Teams: Training created a shared understanding of data hygiene, reinforcing data as a strategic asset, not a technical burden.

With every system connected, this lawn care leader now runs its business with the same precision it applies to its customers’ lawns healthy, organized, and growing stronger every season.

Modern Lawn & Tree Care Runs on Connected Systems

Integrate IQ helps service businesses like this one turn disconnected data into a single, powerful source of truth. Whether you use RealGreen, ServiceTitan, or another field service platform, our integrations with HubSpot simplify workflows and elevate customer engagement.

Ready to unify your systems and grow smarter?

Schedule a free consultation to discover how Integrate IQ can help you connect, automate, and scale.

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