--- title: T&H DIGITAL | HubSpot Impact Awards 2023 Winning Agency description: Plico Energy streamlined customer sign-up by automating credit checks, achieving a 10x faster process and enhancing security, leading to growth and improved customer experience. image: https://th-digital.au/hubfs/Featured-16.png --- [Skip to content](https://th-digital.au/hubspot-impact-awards#main-content) [![Hubspot Expert Sydney](https://th-digital.au/hubfs/TH%20Digital%20Logo_Black.svg "Hubspot Expert Sydney")](https://th-digital.au?hsLang=en-au) - [Tradiate](https://th-digital.au/tradiate) - [HubSpot Services](https://th-digital.au/hubspot-experts) - [All HubSpot Services](https://th-digital.au/hubspot-experts) - [Custom API Development](https://th-digital.au/hubspot-api-development) - [Marketplace Integrations](https://th-digital.au/hubspot-api-integrations) - [HubSpot Integrations](https://th-digital.au/hubspot-api-integrations) - [Service M8 - HubSpot](https://th-digital.au/servicem8) - [Fergus - HubSpot](https://th-digital.au/fergussync) - [Pylon - HubSpot](https://th-digital.au/pylon) - [AroFlo - HubSpot](https://th-digital.au/hubspot-aroflo-integration) - [OpenSolar - HubSpot](https://th-digital.au/hubspot-and-opensolar-integration) - [Calculations for Workflows](https://th-digital.au/hubspot-calculations) - [SolarQuotes - HubSpot](https://th-digital.au/hubspot-solarquotes) - [Enrol in Sequence](https://th-digital.au/hubspot-enrol-in-sequence) - [Address Finder](https://th-digital.au/addressfinder) - [Get your own integration](https://th-digital.au/hubspot-api-development) - [Our Work](https://th-digital.au/our-work) - [About](https://th-digital.au/company) - [Partner With Us](https://th-digital.au/partner) Search - There are no suggestions because the search field is empty. 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GET IN TOUCH Hubspot Custom integrations Custom api development Custom api development Custom api development Custom api development Custom api development Custom api development Custom api development Custom api development 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](https://th-digital.au/hs-fs/hubfs/NSW-rugby-player-in-Sun-outfit-blue-background.jpg?width=1800&name=NSW-rugby-player-in-Sun-outfit-blue-background.jpg) ![Technical Expertise_2](https://th-digital.au/hs-fs/hubfs/Technical%20Expertise_2.png?width=200&height=76&name=Technical%20Expertise_2.png "Technical Expertise_2") #### 2023 HubSpot Impact Awards Winner ###### Technical Expertise 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](https://th-digital.au/hs-fs/hubfs/Plico-LOGO_21-01.png?width=6975&height=4803&name=Plico-LOGO_21-01.png) --- ###### 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](https://room120.link/) 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](https://room120.link/) 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](https://th-digital.au/hs-fs/hubfs/Dashboard.png?width=1402&height=766&name=Dashboard.png) 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](https://th-digital.au/hubfs/Workflow-1-1.png) 02 ##### Improving internal communication with a workflow using custom code to add a note to the record: ![Workflow-2](https://th-digital.au/hs-fs/hubfs/Workflow-2.png?width=626&height=926&name=Workflow-2.png) ![Workflow-2-1](https://th-digital.au/hs-fs/hubfs/Workflow-2-1.png?width=1244&height=450&name=Workflow-2-1.png) 03 ##### Automating next steps post-credit check ![Workflow-3](https://th-digital.au/hs-fs/hubfs/Workflow-3.png?width=1236&height=776&name=Workflow-3.png) 04 ##### Moving deal stage automatically after the automated credit check to alleviate the team's workload ![Impact Awards - Change Deal Stage](https://th-digital.au/hs-fs/hubfs/Impact%20Awards%20-%20Change%20Deal%20Stage.png?width=298&height=831&name=Impact%20Awards%20-%20Change%20Deal%20Stage.png) ### 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](https://th-digital.au/hubfs/Technical%20Expertise_2.png "Technical Expertise_2") The 2023 HubSpot Impact Award for Technical Expertise 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 12.4x 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. ### HubSpot solution case studies [View More Case Studies](https://th-digital.au/our-work?hsLang=en-au)   ##### How a Custom HubSpot + ServiceM8 Integration Eliminated 10+ Hours of Weekly Admin Connected HubSpot deals directly to ServiceM8 jobs. When a deal closes, the job is created automatically — no manual re-entry, no missed handovers between sales and field teams. How a Custom HubSpot + ServiceM8 Integration Eliminated 10+ Hours of Weekly Admin How a Custom HubSpot + ServiceM8 Integration Eliminated 10+ Hours of Weekly Admin How a Custom HubSpot + ServiceM8 Integration Eliminated 10+ Hours of Weekly Admin How a Custom HubSpot + ServiceM8 Integration Eliminated 10+ Hours of Weekly Admin How a Custom HubSpot + ServiceM8 Integration Eliminated 10+ Hours of Weekly Admin How a Custom HubSpot + ServiceM8 Integration Eliminated 10+ Hours of Weekly Admin How a Custom HubSpot + ServiceM8 Integration Eliminated 10+ Hours of Weekly Admin How a Custom HubSpot + ServiceM8 Integration Eliminated 10+ Hours of Weekly Admin ![lumberjack-cutting-wood-with-chainsaw copy-1](https://th-digital.au/hs-fs/hubfs/lumberjack-cutting-wood-with-chainsaw%20copy-1.jpeg?width=780&name=lumberjack-cutting-wood-with-chainsaw%20copy-1.jpeg) ##### A Triple Integration Between Pylon, HubSpot & ServiceM8 Saved a Full Day of Admin Every Week Three platforms connected in a single bidirectional system — solar sales, field operations and CRM working from the same data without any manual handover between teams. A Triple Integration Between Pylon, HubSpot & ServiceM8 Saved a Full Day of Admin Every Week A Triple Integration Between Pylon, HubSpot & ServiceM8 Saved a Full Day of Admin Every Week A Triple Integration Between Pylon, HubSpot & ServiceM8 Saved a Full Day of Admin Every Week A Triple Integration Between Pylon, HubSpot & ServiceM8 Saved a Full Day of Admin Every Week A Triple Integration Between Pylon, HubSpot & ServiceM8 Saved a Full Day of Admin Every Week A Triple Integration Between Pylon, HubSpot & ServiceM8 Saved a Full Day of Admin Every Week A Triple Integration Between Pylon, HubSpot & ServiceM8 Saved a Full Day of Admin Every Week A Triple Integration Between Pylon, HubSpot & ServiceM8 Saved a Full Day of Admin Every Week ![Solar Panel Stock Photo](https://th-digital.au/hs-fs/hubfs/Solar%20Panel%20Stock%20Photo.png?width=780&name=Solar%20Panel%20Stock%20Photo.png) ##### Custom HubSpot Integration for a Two-State Business A business operating across two states with separate operational structures needed HubSpot to reflect that complexity — separate pipelines, routing logic, reporting that split by state, and automations that matched each location's process. Custom HubSpot Integration for a Two-State Business Custom HubSpot Integration for a Two-State Business Custom HubSpot Integration for a Two-State Business Custom HubSpot Integration for a Two-State Business Custom HubSpot Integration for a Two-State Business Custom HubSpot Integration for a Two-State Business Custom HubSpot Integration for a Two-State Business Custom HubSpot Integration for a Two-State Business ![wal_172619-facade-7868160_1920](https://th-digital.au/hs-fs/hubfs/wal_172619-facade-7868160_1920.png?width=780&name=wal_172619-facade-7868160_1920.png) ## 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. --- ### We connect the systems that connect your business [Connect with Hannah & Teddy](https://th-digital.au/contact-us?hsLang=en-au) No pitch deck. No sales team. 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