HubSpot Implementation for Bike Shed

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When The Bike Shed Company outgrew their tools, they turned to Forbidden to build a CRM that tracks every shed, streamlines handovers, and scales with their business.
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From Spreadsheets to Sheds: Bike Shed’s HubSpot Transformation

The Bike Shed Company designs and manufactures secure, stylish cycle storage units using UK-grown Douglas Fir. Their products serve residential, commercial, educational, and public sector environments, combining strength, durability, and design-led thinking. 

But their existing CRM setup in Insightly wasn’t built for that kind of detail. 

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Bike Shed

The Challenge

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Outgrowing disconnected tools and needing a CRM built for bespoke, project-led sales

Sales and service teams struggled with visibility. Processes were fragmented. Forms lived outside the system. And critical data, like SKUs and product-level tracking, was scattered across platforms. Each shed order needed to be managed like a micro-project, but there was no scalable way to do that. 

Key challenges included: 

  • Lack of visibility across sales and service 
  • Forms managed in JotForm with no CRM integration 
  • No way to track individual sheds throughout the customer journey 
  • Data inconsistencies from Insightly and Xero 
  • Manual processes increasing the risk of human error 

Bike Shed didn’t need a new tool, they needed HubSpot set up to reflect how their business actually works. 

Bike Shed

What we did

Forbidden stepped in to build a CRM that matched the modular, project-based way Bike Shed sells and delivers.

  • 1

    Built a custom “Sheds” object in HubSpot

    We created a bespoke object for sheds, treating each one like a trackable project. Now, every unit can be linked to deals, tickets, and customers, giving the team complete oversight from quote to installation. 

  • 2

    Designed connected sales and service pipelines

    We implemented streamlined pipelines across Leads, Deals, and Tickets, structured around how the team actually works. Internal handovers are smoother, and shed status updates flow through naturally. 

  • 3

    Automated project handovers

    When a deal closes, automation now triggers the creation of downstream projects and service records. No more manual tracking or risk of missed steps. 

  • 4

    Replaced JotForm with native HubSpot forms

    We rebuilt all key forms in HubSpot to ensure clean data capture, reduce duplication, and align form fields with CRM properties. 

  • 5

    Migrated and cleaned legacy data

    We mapped and migrated data from Insightly and Xero, including deduplication of contacts and syncing of product SKUs. The data is now structured, consistent, and ready to support business growth.

Bike Shed

The impact

With the new HubSpot setup in place, The Bike Shed Company quickly felt the difference, not behind the scenes, but in their day-to-day work. What was once a patchwork of systems and spreadsheets transformed into a unified, intuitive platform that truly supports how they operate. 

  • Full shed-level visbility within HubSpot
  • Unified CRM spanning sales, service, and delivery
  • Reduced admin and manual errors through automation
  • Accurate data migrated from legacy systems
  • Team empowered to manage customer journeys in one place

The Bike Shed Company now benefits from a CRM that mirrors their operational flow rather than fighting it. Thanks to custom objects and smart automation, the team spends less time wrestling with spreadsheets and more time delivering standout customer experiences. 

What began as a simple CRM migration evolved into a scalable growth platform, one built with clarity, control, and confidence at its core. 

James, Commercial Director at Bike Shed

"Our experience to date has been very positive. David has been responsive, got us set-up quickly, coached me to understand how to use, improve and monitor the tools myself and helped fix problems that I've introduced as I find my feet...highly recommend"

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