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Case Study: Plico Energy
Award-Winning Project

How Automating a Manual Credit Check Process Unlocked Rapid Scale for WA's Clean Energy Pioneer

NSW-rugby-player-in-Sun-outfit-blue-background
Technical Expertise_2

2023 HubSpot Impact Awards Winner

Custom Integration Category
Client
Plico Energy
Year
2023
Services
Custom API Integration · HubSpot Customisation · Workflow Automation · PDF Generation · Monitoring Dashboard
Industry
Clean Energy
Plico-LOGO_21-01
INDUSTRY
Clean Energy — Solar & Battery Subscription (Virtual Power Plant)
Location
Western Australia (expanding nationally)
challenge
Manual credit checks creating a 10+ day bottleneck in customer sign-up, exposing sensitive data, and choking growth
Solution
Custom 3-way integration: Jotform ↔ T&H Webservice ↔ Experian API ↔ HubSpot with full downstream automation
Credit Checks
1,139+ automated (and counting)
Processing Speed
10.4 days → 20.2 hours (10x faster)
Productivity Gain
4.45% reduction in time from Opportunity to Customer
Award
2023 HubSpot Impact Awards Winner — Custom Integration Category
Services Delivered
Custom API Integration · HubSpot Customisation · Workflow Automation · PDF Generation · Monitoring Dashboard
Tech Stack
Jotform (Sign-up Form) ↔ T&H Webservice ↔ Experian API ↔ HubSpot CRMation · Workflow Automation · PDF Generation · Monitoring Dashboard
0x
Faster Processing
Credit check time dropped from 10.4 days to just 20.2 hours
0+
Checks Automated
And counting. Every single one without a human in the loop
0%+
More Productive
Time from Opportunity to Customer reduced, more time for sales
0
Manual Data Transfers
Sensitive customer data no longer handled by copy-paste between systems

The Challenge:
A Manual Process That Was Strangling Growth

Plico Energy has an ambitious mission: to make clean energy accessible to every Australian by building the largest community-owned virtual power plant in the world. Members receive a solar and battery solution on a subscription basis — no upfront costs, no barriers — with each system feeding back into a shared energy grid.
The vision was compelling. The sign-up process was not. As demand for solar energy accelerated across Western Australia, the bottleneck wasn't product-market fit — it was a credit check process so slow, so manual, and so data-insecure that it was actively limiting how fast Plico could grow.

01. Data security

The sales team was handling sensitive customer and identity documents (eg. Driver Licence numbers) to run credit checks as part of the sign up process.

02. Slow team velocity

Each credit check was done manually by the team. It was lengthy and cumbersome and became the biggest bottleneck in the sign up process.

03. High workload

Plico was in a significant growth phase where demand for solar energy kept increasing continuously and needed to really scale its customer signup rate

04. Poor customer experience

The customer signup process was taking a long time to complete all the necessary steps

05. Siloed data

Plico was using platforms and solutions that weren’t corrected to HubSpot

The constraint wasn't demand. It was the process.
Plico had the product, the market, and the mission. What they needed was a sign-up infrastructure that could match their ambition — one that could process hundreds of credit checks automatically, protect sensitive data, and move customers from application to member in hours, not days.

What Plico needed

An automated way to run credit checks with their Credit Reporting agency
Visibility on successful and failed credit checks
More automated downstream processes
All in a robust and scalable system fully integrated with HubSpot

The Solution: Custom Integration

We developed a thorough custom integration between 3 platforms used by Plico:

Jotform used to build the customer sign up form, embedded in a HubSpot landing page
Thank-you pages built on HubSpot
The Experian API provided by the credit reporting agency to run credit checks automatically
HubSpot to process all the data and automate the downstream process to simplify, reduce and streamline the team’s workload.

The webservice we developed bridges the gap between Jotform, Experian and HubSpot, while allowing for a smooth user experience, removing back and forth between the sales team and the customer.

Before
01
Customer fills out sign up form
02
Sales team collects form data and runs credit check manually
03
Sales team updates client’s Contact and Deal records in HubSpot
04
Sales team sends email to customer telling them about the outcome of their application, with either a link to pay their sign up fee, or a link to run a manual credit check done by the client using another credit reporting agency
After
01
Customer fills out sign up form
02
The Webservice runs the credit check with Experian and updates Hubspot’s Deal and Contact records accordingly
03
Customer is redirected to a Thank-you page or a Membership payment page depending on results of their credit check
04
Next steps in the process are triggered automatically
Automations using HubSpot workflows

Extra Services

In addition to that, the integration we developed comes with more services and features:

A dashboard for Plico Energy to monitor how the integration is working, troubleshoot any errors and generate meaningful statistics for the team
Dashboard
HubSpot Customisation

Overall

We also customised HubSpot heavily to further enhance the impact of the solution

Record customisation and custom properties to host the necessary information after the credit check
Advanced property permissions
Workflows to automate
- Deals to move to the next stage
- Alerts for HubSpot admins in case the integration or the Experian API has issues
- Tasks for the operations team with next steps for their clients
01
Webservice & Experian API monitoring workflow triggering alerts to specific team members when needed.
Workflow-1-1
02
Improving internal communication with a workflow using custom code to add a note to the record:
Workflow-2
Workflow-2-1
03
Automating next steps post-credit check
Workflow-3
04
Moving deal stage automatically after the automated credit check to alleviate the team's workload
Impact Awards - Change Deal Stage

Impact

"Prior to the implementation of the solution by TH Digital, the team would need to individually extract the required data for each credit check application by copying and pasting it into the credit check application. This was a labour-intensive process and at times required double handling of data. The automation of the credit check not only reduced the overhead for the team but also allowed us to put rigorous controls around the input data to the credit check as well as the visibility of data received bolstering protection of sensitive data."
George Martin, CEO

Results

0+
Credit checks
Over 1,139 credit checks automated (and counting!)
0x
Faster processing
Time in Stage Credit Check Pending went from 10.4 days before this integration, down to 20.2 hours now
0%
More productive
More time for the sales team to work on other parts of the customer onboarding process, leading to a Time from Opportunity to Customer decreased by 4.45%

A more integrated HubSpot

HubSpot has become the centre of the whole new client onboarding process

A better customer experience

Customers can now execute in 1 step what used require back-and-forth with the Plico sales team

High engagement of the team

The Plico Sales team fully understands how HubSpot helps them close more deals

  • 2023 HubSpot impact awards winner

Why This Won a HubSpot Impact Award

Technical Expertise_2
The 2023 HubSpot Impact Award for Custom Integration recognises solutions that go beyond standard HubSpot implementation to solve genuinely complex business problems. The Plico integration was recognised for its technical depth, a custom-built webservice bridging three platforms, and its measurable business impact: a 10x improvement in a critical customer-facing process, with full data security and monitoring built in.

It wasn't just a good integration. It was the right integration for the business problem.

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Talk to us today to discuss how we can help you with HubSpot.

 

Tell us a bit about your business and we’ll walk you through the integration.