Optimized HubSpot-Salesforce Integration for Scalable Growth With Reveal

The Client

Reveal is a global AI-powered eDiscovery platform, founded in 2009, that supports over 4,000 legal professionals in 50+ countries with data review, investigations, and trial prep. After team changes and acquisitions, their marketing ops struggled to manage the HubSpot-Salesforce integration, which disrupted inbound lead flow. RevBlack stepped in to fix the integration, add lead scoring, consolidate HubSpot accounts, and more, making lead generation more efficient. Their partnership helped Reveal grow with automated, data-driven marketing in the competitive legal tech space.

The Challenge

After losing its marketing ops team, Reveal had no one to manage tools like HubSpot, Salesforce, ZoomInfo, or Infuse.They had to rely on outdated Excel reports, making it hard to track leads or campaign results in real time. Fixing issues like broken forms or data syncs took too long and required IT help.

‍They also lacked visibility into the quality and performance of inbound prospects, so all leads were treated the same, no matter how engaged they were. Acquisitions added messy, inconsistent data, making it even harder to target leads and route them to sales during a time of rapid growth.

The Solution

RevBlack fixed Reveal’s HubSpot-Salesforce integration with real-time, two-way data syncing, so updates flowed automatically without manual exports. RevBlack created a lead scoring model to highlight highly engaged prospects and set up auto-conversion rules to speed up the lead process. New Salesforce dashboards with Align.ly gave better visibility into campaign impact through multi-touch reporting, and Infuse automation handled list management, cutting down on manual work. RevBlack created  brand new pipeline dashboards which the Reveal team still uses regularly. 

To support growth, RevBlack merged the acquired companies’ HubSpot accounts into one main system, this generated savings by removing extra accounts and consolidating data into one instance. Training helped the team become more self-sufficient, like learning how to refresh dashboards without adjusting dates manually, while still having access to expert help when needed.

The Results

Dashboards made it easier to spot trends, like drops in MQLs or which channels were over or under performing, without spending more than needed. They also saw more MQLs booking meetings in 2025 compared to 2024, thanks to smoother operations.

Automation cut down on manual work and errors, letting the team focus more on strategy and demand generation. Better tracking showed that webinars were driving more value than they thought. Overall, Reveal was able to grow its AI eDiscovery business efficiently, without needing to grow the team at the same pace.

“The real benefit from the marketing side that we saw working with RevBlack is being able to do things a lot faster, being able get our leads to our sales folks faster.. having a more automated process accelerated everything and we did not rely so much on manual cleanups."