How Amwhiz Transformed AcquisCompliance's Revenue Operations with HubSpot

Revenue Operations with HubSpot

From siloed data and manual outreach to a fully automated, insight-driven GTM engine - powered by HubSpot, Apollo, and Google Ads.

Who Is AcquisCompliance (Now Regilient)?

AcquisCompliance, now rebranded as Regilient - is a B2B SaaS company on a mission to become the definitive Agentic Sustainability Platform for global manufacturers. Their platform helps enterprises navigate 70+ overlapping regulatory frameworks including RoHS, REACH, PFAS, CMRT, CSRD, and California Prop 65 - covering product compliance, responsible sourcing, ESG disclosure, and trade compliance in one unified system.

Their clients include manufacturers like Fluke, Kimball Electronics, LivaNova, Industrial Scientific, and QuickLogic - companies that cannot afford compliance gaps. Regilient's differentiator is agentic automation: where conventional compliance tools cover 40–60% of the process, Regilient's AI agents handle 80–85%, leaving analysts to review exceptions only.

When they came to us, Regilient had the right product and the right clients. What they needed was a GTM engine that could match their ambitions.

The Competitive Landscape: Who Regilient Is Up Against

Regilient operates in a crowded and well-funded market. Their key competitors include some of the most established names in supply chain compliance and ESG software, each with distinct go-to-market approaches and lead capture strategies.

Regilient's Competitive Edge

Regilient's 80–85% end-to-end process automation and 3–6 week implementation time directly attacks the biggest pain points competitors leave unsolved: slow deployment and analyst-heavy workflows. Our HubSpot build ensures this story reaches and converts the right buyers.

The Challenge: A GTM Engine Running on Guesswork

Before our engagement, Regilient's HubSpot portal was largely unconfigured. Their teams were flying blind on the metrics that matter most:

• No marketing attribution - UTM data wasn't being captured or structured

• No pipeline visibility - deals lacked stage-level tracking or duration metrics

• No revenue forecasting - no forecast categories or weighted pipeline views

• No ICP scoring - couldn't identify best-fit accounts (target: ≥500 employees, specific industries, US/Canada/Germany)

• No automation - lead assignment, stakeholder alerts, and lifecycle transitions were all manual

• No outbound prospecting system - no structured way to find and engage ICP-matched prospects at scale

• No email sequences - follow-ups depended entirely on individual rep memory

• Disconnected ad data - Google Ads not integrated with HubSpot, making ROI invisible

The Bottom Line

Regilient's sales and marketing teams were working hard, but couldn't connect effort to outcome. Every strategic decision relied on gut instinct rather than data. And without a prospecting engine, pipeline growth depended on inbound alone.

What Amwhiz Built: A Complete RevOps Foundation

1. Custom Property Architecture

Amwhiz designed and built a structured data layer that didn't exist before - the foundation for every report, workflow, and integration that followed.

• UTM Tracking Fields: utm_source, utm_medium, utm_campaign, utm_term, utm_content - capturing the full attribution chain from every lead's first touch

• Lifecycle Stage Timestamps: Date properties recording exactly when each contact entered MQL, SQL, Opportunity, and Customer stages - enabling precise funnel velocity analysis

• Stage Duration Properties: Calculated properties measuring days spent in each deal stage, surfacing bottlenecks in the pipeline

• Deal Tags (Multi-Checkbox): A flexible tagging system allowing deals to carry contextual labels (competitive, strategic, renewal, upsell) for advanced filtering
  
  

2. Reporting Infrastructure: 21 Reports Across 3 Dashboards

Amwhiz built Regilient's entire analytics layer from scratch - 21 reports organized into three purpose-built dashboards.

3. Apollo ↔ HubSpot Integration: Building the Outbound Engine

One of the most impactful deliverables of this engagement was connecting Apollo.io - Regilient's prospecting platform directly into HubSpot. This created a seamless, data-enriched outbound engine that didn't exist before.

What Amwhiz Set Up

• Connected Apollo.io to HubSpot via native integration, enabling bi-directional data sync

• Configured Apollo sequences to push prospect activity (email opens, clicks, replies) back into HubSpot contact records

• Mapped Apollo's company and contact data fields to HubSpot's CRM properties for consistent data structure

• Set up Apollo's ICP filters (industry, employee count, geography) to align with Regilient's ideal customer profile ensuring the outbound target list matched their defined ICP

• Enabled HubSpot lifecycle stage updates to trigger based on Apollo engagement signals
  
  

The Apollo Impact

Before this integration, outbound prospecting lived entirely in Apollo with zero visibility in HubSpot. Sales reps couldn't see which prospects were being worked, where they were in the outreach sequence, or whether outbound-sourced contacts were converting to deals. Now, every Apollo-touched prospect is visible in HubSpot with full engagement history, sequence status, and direct attribution to the pipeline.

5. Automated Email Sequences

Amwhiz built and automated structured email sequences inside HubSpot, replacing ad hoc, memory-dependent follow-ups with a consistent, scalable outreach system.

What Was Built

• Designed multi-step email sequences for different stages of the buyer journey: initial outreach, follow-up cadence, and re-engagement

• Sequences automatically enroll contacts based on lifecycle stage triggers - no manual enrollment required

• Personalisation tokens embedded across all sequence emails (company name, industry, regulation-specific pain points) to keep outreach relevant

• Automated unenrollment logic: contacts exit sequences on reply or meeting booking, preventing over-communication

• Sequence performance tracked in HubSpot: open rates, reply rates, and meeting conversion rates are reportable

The Business Impact

• Sales reps no longer manage follow-up timing manually - the system handles it

• Consistent messaging across the team - no rep-to-rep variation in outreach quality

• Every sequence interaction is logged on the contact record, giving full visibility to management

6. Automation Workflows

Amwhiz converted Regilient's manual processes into reliable automated workflows.

MQL Workflow

• Trigger: Contact reaches MQL threshold based on engagement

• Action: Lifecycle stage updated, timestamp property populated, task created for sales reps

• Notification: Internal email alert sent to the relevant SDR

SQL / Deal Qualification Workflow

• Trigger: Contact or deal meets ICP criteria (≥500 employees, target industries, US/Canada/Germany)

• Action: Lifecycle stage advanced to SQL, deal association confirmed, stage timestamp recorded

Deal Stage Progression Alerts

• Trigger: Deal moves to a new pipeline stage

• Action: Automatic email notification to stakeholders Swaati and John with full deal details

• Impact: No missed deal updates or delayed responses from leadership

ICP Match Rate Workflow

• Logic: Evaluates each contact/company against Regilient's defined ICP criteria

• Output: Flags ICP-matched records with a custom property, feeding directly into Report #23

• Value: Sales team can instantly identify and prioritize best-fit prospects

Integrations: Connecting the Full Tech Stack

Google Ads - The OAuth Fix

AcquisCompliance had an expired legacy ad account from the Acquis brand era, creating an authentication conflict during setup. Amwhiz identified the source, resolved the OAuth session error through re-authentication, and completed the integration - connecting live ad performance data to HubSpot pipeline for the first time.

Before vs. After: What Changed

Key Outcomes

Full Funnel Visibility

Leadership tracks every deal from first ad click to closed-won, with stage-level duration data revealing exactly where deals slow down.

A True Outbound Engine

Apollo and HubSpot are now connected every prospecting touch is logged, sequenced, and attributed. Outbound pipeline is now visible, measurable, and scalable.

Zero Manual Follow-Ups

Automated email sequences handle the entire follow-up cadence. Reps focus on conversations, not calendar management.

Zero Manual Stakeholder Updates

Swaati and John receive automatic deal alerts the moment anything moves, no chasing, no missed updates.

ICP-Driven Prioritization

The sales team has an instant signal on every inbound and outbound lead whether they match Regilient's ideal customer profile.

Attribution Clarity

Marketing knows which channels, campaigns, and keywords are driving qualified pipeline - enabling smarter budget allocation against well-funded competitors.

The Bigger Picture: Why RevOps Matters

Regilient came to Amwhiz with a powerful product, a compelling differentiation story, and enterprise clients like Fluke and Kimball Electronics. But their HubSpot was unconfigured, their ad ROI was invisible, and their sales team couldn't see their own pipeline.

What they needed wasn't more features, they needed an operations layer that could match their product ambitions. That's where RevOps comes in.

In 8 weeks, Amwhiz transformed Regilient's GTM from siloed and manual to automated, integrated, and fully instrumented. HubSpot, Apollo, and Google Ads now work as a single revenue system. Every lead is tracked. Every deal is visible. Every prospect is followed up with precision. And every strategic decision is grounded in real data not gut instinct.

This is what a modern GTM looks like.

How Amwhiz Builds RevOps Engines

We specialize in connecting disconnected sales stacks into revenue systems. Our approach: audit your current stack, design your data layer, automate your workflows, integrate your tools, and instrument everything with reports that drive decisions.

The result? Teams spend less time on admin and more time selling. Leadership has forecast visibility. Marketing knows which channels drive the pipeline. Sales reps close deals faster.

Ready to build a RevOps engine for your team?

Schedule a call with Amwhiz