Agency told my client their integration "can't work with that CRM." Built it in 5 minutes. Been running flawlessly for 2 months.
Agency told my client their integration "can't work with that CRM." Built it in 5 minutes. Been running flawlessly for 2 months.
THE REJECTION
Client: "Need to connect our form to HubSpot"
Agency: "Your HubSpot tier doesn't support API access"
Client: "So it's impossible?"
Agency: "Would need to upgrade HubSpot or rebuild your entire stack"
Upgrade cost: $800/month more
Rebuild quote: $12,000
Client making 4k/month revenue.
THE REALITY CHECK
Client calls me frustrated.
Client: "Agency says my CRM tier won't work"
Me: "What tier are you on?"
Client: "Starter"
Me: "That has API access"
Client: "They said it doesn't"
Me: "They're wrong. What do you need connected?"
Client: "Just form submissions to CRM"
Me: "Give me 5 minutes"
THE BUILD
Opened Skada AI.
Connected form webhook.
Connected HubSpot API.
Mapped fields.
4 minutes 30 seconds later: Working.
Tested with sample submission.
Contact created in HubSpot.
All fields populated correctly.
Me: "It's done"
Client: "You built it?"
Me: "And tested it"
THE TEST
Client submitted 3 test leads.
All appeared in HubSpot instantly.
All data accurate.
Client: "But the agency said..."
Me: "The agency was wrong"
THE TRUTH
Starter tier limitations they claimed:
- "No API access" (False - has API)
- "Can't create contacts via automation" (False - literally the main feature)
- "Requires Enterprise tier" (False - works on Starter)
Why they said it wouldn't work?
Either didn't know or wanted bigger project.
THE SAVINGS
Agency's solution:
- HubSpot upgrade: $800/month
- Stack rebuild: $12,000
- Annual cost: $21,600
My solution:
- One-time build: $800
- No upgrades needed
- Annual cost: $800
Savings: $20,800 first year
TWO MONTH UPDATE
- 847 leads processed
- Zero failures
- Zero manual entry
- Still on Starter tier
Client message: "I almost upgraded everything"
THE AGENCY'S CALL
Agency: "Heard you got it working"
Client: "Yeah, works perfectly"
Agency: "On Starter tier?"
Client: "Yes"
Agency: "That shouldn't be possible"
Client: "Been running 2 months"
Long silence.
Agency: "Well, you'll hit limitations eventually"
Still waiting for those limitations.
THE PATTERN
"Can't work with your tier" usually means:
- Didn't check documentation
- Assumed limitations exist
- Wanted to upsell
Found 4 similar cases:
Client 1: Told Zapier needed Pro plan - Built on free tier
Client 2: Told Google Workspace incompatible - Connected in 3 minutes
Client 3: Told Slack integration requires premium - Works on basic
Client 4: Told Airtable won't integrate - Been running 6 months
Average "required" upgrade: $600/month
Average actual cost: $0/month
Average build time: 6 minutes
MY PROCESS NOW
When someone says "won't work with your tier":
1. Check actual documentation (not agency claims)
2. Test it myself
3. Usually works fine
Success rate: 87%
THE BEST PART
Client posted in their industry group:
"PSA: Check if integrations actually won't work before paying for upgrades"
Got 14 messages from people who upgraded unnecessarily.
Who else has been told they need expensive upgrades for basic features?
7
2 comments
Erik Fiala
6
Agency told my client their integration "can't work with that CRM." Built it in 5 minutes. Been running flawlessly for 2 months.
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