Build “DFM Cloud” MVP (HubSpot + Zapier + QuickBooks + Memberstack + Shopify + RingCentral)

Build “DFM Cloud” MVP: connect HubSpot + QuickBooks + Bill.com + Zapier + RingCentral (voicemail→transcript→ticket), plus a Webflow/Memberstack client portal, Shopify parts subscriptions, and Mailchimp/Feedly newsletter—no-code wiring, testable in 3–5 days.

• HubSpot: properties (DFM Segment, Newsletter Opt-in, Billing Status, Parts Plan, Last Voicemail Received), lists, Deals pipeline (DFM Client Onboarding), Tickets pipeline (DFM Support), newsletter form (double opt-in).
• QuickBooks Online + Bill.com: items (Subscriptions, Parts, Labor), Classes (Solo/Multi/Enterprise), recurring invoices (ACH/Auto-Pay).
• Zapier (5 zaps):
• Deal Won→create/ensure QBO Customer + set Billing Status=Active + alert
• QBO Invoice→create/update HubSpot “Invoice #” deal
• Overdue→HubSpot Past Due + Chiirp SMS + Task
• Payment→HubSpot deal Won + thank-you SMS
• Voicemail (RingCentral/Ooma/Dialpad)→Transcript→HubSpot Ticket + Note (+ update Last Voicemail Received)
• Phone: enable transcription; ticket note must include audio URL.
• Portal: Webflow/WordPress + Memberstack with /login, /dashboard, /invoices, /parts, /support, /profile (plan visibility: Solo/Team/Enterprise).
• Store: 3 subscription SKUs (Solo Kit, Multi-Tech Bundle, Enterprise Custom), code DFMLOCK10, QBO + HubSpot sync.
• Newsletter: HubSpot↔Mailchimp (merge Segment + Opt-in), Feedly→Google Doc “DFM News Inbox”, Mailchimp RSS Fridays 8 AM ET with conditional content by Segment.
• Analytics & Forecasting: HourlyIQ cards (MRR, AR Aging, Invoice Cycle, Parts Plan Attach, Voicemail SLT). LivePlan file set up.
• Handoff: 3 SOP PDFs (New Client, Monthly Close, Parts Plan Change) + export of Zaps and HubSpot property list.
• Acceptance: all zaps show successful test runs; portal login works; store subs and QBO/HS sync verified; voicemail creates ticket+note with transcript/audio; Mailchimp test send segmented.