Edenred Interactive Form Case｜HubSpot CRM Footprint Tracking and Customer Segmentation Automation

Industry: Electronic Ticket and Digital Marketing
Solution: Customized interactive form building, CRM automatic classification and data synchronization, automated email process and notification system.
Company size and market integration: Medium-to-large sized international enterprise, deeply connected with B2B customers and end consumers in various industries, with a solid market share and diversified applications in the e-ticket and digital marketing market.
Cooperation period: 2025
HubSpot Tools Used: Marketing Hub
Services Used: Website Design and Construction; HubSpot Educational Training; SEO Optimization Service; HubSpot CRM Settings

As a globally recognized benefits technology solutions provider, Eedenred is committed to helping organizations improve employee experience and internal process efficiency. When promoting corporate welfare health check services, Eedenred wanted to use more accurate digital tools to grasp customer needs and provide a better business consultation process.

Therefore, they chose to work with Hububble to further enhance the overall effectiveness of marketing and business interface through HubSpot's data-enabled capabilities.

Paint Points

Customer Goals

Customer Needs

01.

Collect user pain points through forms and channel them into business processes.
01.

Automatically sends an email with the appropriate content based on the user's options.
02.

Create automated processes where form responses trigger contextualized results.
02.

The results are dynamically displayed according to the different choices in the form.
03.

Streamline HubSpot forms and emails for more efficient marketing and business collaboration.
03.

Allow your business to open up more channels of contact and follow up based on the results of your forms.

Customer Goals

01.

Collect user pain points through forms and channel them into business processes.
02.

Create automated processes where form responses trigger contextualized results.
03.

Streamline HubSpot forms and emails for more efficient marketing and business collaboration.

Customer Needs

01.

Automatically sends an email with the appropriate content based on the user's options.
02.

The results are dynamically displayed according to the different choices in the form.
03.

Allow your business to open up more channels of contact and follow up based on the results of your forms.

Identifying the problem

Recognizing Problems

Prior to implementing this HubSpot forms and automation project, Edenred was already using HubSpot as its primary management tool, but the sheer volume of data imported into the business and the lack of clear categorization often resulted in inefficiencies in the marketing and sales buy-in process. Many user profiles were categorized in the same way, making it impossible for the business to effectively analyze the real needs of customers, which in turn prolonged the follow-up process.

In the past, Edenred had used form tools, but most of them were static, unable to flexibly adjust the follow-up process according to the user's different options, and unable to help the marketing team automate follow-up emails and tracking, so the team still needed to manually organize the data, manually categorize it, and manually send letters, which was costly and prone to errors.

In addition, due to the increased demand for cross-departmental collaboration within the organization, marketing and business teams expect an automated, seamless process that allows form responses to directly influence CRM data structure and establish the basis for subsequent business contact.

They also faced challenges in data transfer, including the need to connect forms to their own database and write them back to HubSpot, a process that had to be stable, real-time, and without disrupting the user experience.

As a result, Edenred needed a total solution that was truly automated, interactive, connected to its internal database, and allowed the business to clearly categorize customer needs.

Scope of works

Service Overview

HubSpot

HubSpot Tutorial

Helps organize existing data structures and customer journeys
Configure Marketing Hub essential functions, tracking codes, and form structures
Train the team to understand automation and aftercare practices

HubSpot

HubSpot CRM Setup / Getting Started

Customize fields and attributes to help categorize customer data
Create data hierarchy and customer journey mapping fields
Optimize the import of old data and tracking logs.

Website Design & Development

Website Design and Construction

Build task-based customization forms (placed on Edenred website and Netlify)
Designing front-end interaction logic and multi-step processes
Ensure smooth form experience, compatibility, and no impact on web performance

Website Design & Development

SEO Technology Optimization

Perform technical SEO checks on form pages
Optimize load speed and form bounce rate
Ensure tracking codes are running correctly for subsequent analysis

Our Solution

Solutions

Customized Interactive Form Building

We helped Edenred build a multi-step, logical smart form that instantly presents content or questions according to the user's options, and fully integrates with the official website through Netlify for a consistent, smooth, and better overall fill-in process.

CRM automatic classification and data synchronization

We use APIs to transfer form content into Edenred's database, then synchronize it back to HubSpot, and automatically create contact attributes and apply the correct classification, completely replacing the original process of manual collation, so that the business can directly use the clean and classified data, greatly improving operational efficiency.

Automated Email Processes and Notification Systems

We automatically send out emails based on the user's choices in the form, and establish a business notification process to help teams follow up in real time, so that the form is not just a data collection tool, but a key triggering device that can proactively drive the overall marketing behavior and business process.

Conclusion

Through HubSpot's connectivity and customization, Edenred has built a scalable, quantifiable, and long-term process for collecting and categorizing customer leads.

The whole system not only improves the problem of unclear data categorization, which requires a lot of manual organization in the past, but also enables the team to understand the real needs of users through the form in the first time.

More importantly, through the customized Email automation process, the collaboration between marketing and business has become much closer, and the data is no longer just a static record, but an important source of clues to drive the entire customer journey.

In this project, Hububble helped Edenred connect the dots between forms, databases, HubSpot CRM, and email automation, so that every time a user fills out a form, it's instantly transformed into valuable business information.

Edenred's team is now able to conduct follow-up marketing with greater speed and accuracy, and will continue to expand into more service scenarios in the future.

Impact and Future Prospects

Edenred has continued to use the HubSpot Marketing Hub beyond the project, and is gradually expanding the scope of application of the form automation process. In the future, the team will be able to build on the existing foundation and add more interactive elements, more data categorization, and more automation to complete the marketing and business process.

Hububble will continue to help Edenred optimize HubSpot so that data is not only collected, but actually used in every decision.