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The Background
Somewhere right now, a cardiologist is reviewing a transmission alert from a patient wearing an implantable cardiac device. Whether that alert reaches the right clinician in time, or gets buried in noise, depends on the platform behind it.
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Octagos exists to make sure it gets there. Founded by cardiac electrophysiologist Dr. Shanti Bansal, the Houston-based company has spent five years building the fastest-growing AI-powered cardiac remote monitoring platform in the industry. Its Atlas AI™ technology triages device transmissions, filters non-actionable alerts, and delivers only what demands clinical attention, helping healthcare teams work at the top of their license while improving patient care and outcomes. Trusted by more than 300 clinical locations, recognized by TIME as one of the World’s Top HealthTech Companies 2025, and selected for the Microsoft for Startups Pegasus Program, Octagos is not just participating in the future of cardiac care. It is defining it.
The product had earned the recognition. Now the company needed a marketing operation that could tell that story at scale, and it was building one from the ground up.
The Challenge
Clinics Needed a Partner They Could Trust. Marketing Needed to Prove It.
For the cardiology clinics relying on Octagos, the stakes are not abstract. When a patient’s implanted device sends a transmission, the expectation is that someone, or something, is watching. Clinics choose Octagos because it reduces the burden on their teams while amplifying their ability to catch what matters. That promise demands constant credibility. Every symposium Octagos attends, every campaign it runs, every follow-up email it sends to a cardiology practice has to reinforce one message: we are the company that does not let things fall through the cracks.
Delivering on that message landed squarely on Claire Davis Connell, Octagos’s Director of Marketing. When Claire joined, the marketing function was less than a year old. She and a small team were building everything from scratch — brand, pipeline, campaign strategy, attribution — while also onboarding the company to an entirely new CRM.
The Data Problem Behind the Mission
Octagos had migrated from Pipedrive, a platform that could not keep pace with what the team needed: reliable reporting, clean segmentation, and a clear line from marketing activity to closed revenue. Every Monday, Claire manually pulled lead and pipeline data, built a slide, and presented to the sales team. It was hours she did not have, spent on work that could not scale. And the harder problem — proving that marketing influenced the deals that closed — was nearly impossible without a shared source of truth.
The team was also preparing a targeted heart failure outreach campaign. They had a contact list of more than 1,300 names. With no clean way to segment it, running the campaign meant risking outreach to contacts already in active sales conversations — exactly the kind of misstep that erodes the trust Octagos had worked so hard to build with its clinic partners. For a company whose entire reputation rests on precision and reliability, sloppy marketing is more than an inefficiency. It is a brand risk.
Something had to change. Claire needed to move fast without moving carelessly, and she needed tools that could help a team of two operate like a team of ten.
The Solution
Giving Clinics the Confidence of a Reliable Partner Starts Inside
The cardiologists and device technicians who use Octagos trust it because it eliminates noise and delivers signal. For that promise to hold, the Octagos marketing team had to operate the same way — with precision, with visibility, and without waste.
After migrating to HubSpot’s Marketing Hub, Sales Hub, and Content Hub, Claire found her most-used tool almost immediately: HubSpot’s Breeze Assistant. Built directly into HubSpot, Breeze Assistant gave her a contextual AI partner that understood her portal, her data, and her specific questions — not generic guidance pulled from a search engine, but answers shaped by Octagos’s actual setup, permissions, and campaign history.
From Buried Workflows to Running Automations
The first thing Breeze Assistant helped Claire tackle was workflows. She used it to build automations faster, troubleshoot when sequences were not firing correctly, and diagnose problems without filing a support ticket or waiting for outside help. For a Director of Marketing simultaneously managing implementation, strategy, and daily execution, the ability to get an answer in minutes changed the pace of everything.
The heart failure nurture campaign became the proof of concept. Claire used HubSpot’s AI-assisted segmentation to audit her 1,307-contact list and narrow the campaign audience to approximately 470 highly qualified targets — contacts who matched the ideal profile and were not already in active sales conversations. The automation she built enrolls the right contacts, sends timed email sequences, and automatically removes anyone who engages with sales. The result was a campaign that runs with the same logic Octagos’s Atlas AI applies to cardiac alerts. No noise. Only signal.
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Monday Mornings, Transformed
The most visible shift came in how Octagos’s leadership understood pipeline health. Claire used Breeze Assistant to build automated weekly reporting that pulls digital marketing lead data directly from HubSpot every Monday morning at 7 a.m. The report generates a presentation-ready graphic and talking points tied directly to CRM data, which Claire drops straight into the sales meeting. What once required hours of manual work now takes minutes of review. Leadership sees the same numbers Claire sees. Marketing’s contribution to revenue is clear.
Claire also connected an LLM to HubSpot to go further, using it to generate report summaries and surface insights across the platform. "I want a dashboard I can look at and say, okay, we’ve got 38 deals," she said. "Now I can."
The Transformation
What Precision Looks Like When Marketing Catches Up to the Mission
The clinics that trust Octagos need to know it will not waste their time. That its alerts mean something, its integrations hold, and when they hand over their cardiac monitoring program, they are handing it to a team that has already thought through what could go wrong. Octagos’s marketing team now operates with that same discipline — and that alignment is no accident.
Before and After: A Marketing Function Built to Scale
Before HubSpot and Breeze Assistant, marketing attribution at Octagos was a matter of faith. Claire could point to events her team had hosted and say they drove the pipeline, but she could not prove it to a skeptic. Now, with clean CRM data, automated reporting, and shared visibility into digital leads and deal status, marketing’s fingerprints are on the pipeline in ways that can be traced, defended, and built upon.
The segmentation win on the heart failure campaign was not just about precision. It protected Octagos’s reputation. Those 837 contacts that did not make the cut were not ghosted. They were spared outreach that was not right for them yet. Active sales opportunities were never disrupted. Sales and marketing, for the first time, were working from the same playbook.
Operating Like a Much Larger Team
Octagos has roughly 300 employees and is growing fast. Breeze Assistant became Claire’s go-to for building new workflows, diagnosing problems, and accelerating tasks that would otherwise slow down execution. As Octagos moves into new HubSpot capabilities — including a newly created custom object for event tracking and expanded reporting — the foundation is already in place to grow the function further, faster.
The company’s AI-first culture, championed by leadership and embraced by the marketing team, means they do not hesitate to lean into new tools. They are already in multiple HubSpot betas. They are already asking what is next.
"We have built everything from the ground up," Claire said. "Breeze Assistant has been huge for us. It helped me move faster, fix things I would have gotten stuck on, and actually spend my time on the work that matters."
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