Automation
How to identify a business workflow worth automating
A simple scoring method for choosing which processes to automate first, where AI helps, where rules are enough, and when to leave work manual.
· 10 min read
CRM & integrations
HubSpot CRM setup that your sales team will actually use
HubSpot is powerful, but a messy setup means your team stops using it. We set it up around how you sell, import your data cleanly, and train your team so the CRM becomes the place work gets done.
You may need this if
- You bought HubSpot but it is half set up
- Leads from your website don't reach the right person
- Your contacts are full of duplicates and old data
- Reports don't show where deals come from
What's included
What our HubSpot CRM Setup service covers
Pipelines and stages
Deal pipelines that match your real sales steps.
Properties and data
Custom fields, clean data import and duplicate clean-up.
Forms and tracking
Website forms, tracking code and lead sources connected.
Email and calendar
Team inboxes, calendars and meeting links connected.
Automations
Lead assignment, follow-up tasks and simple nurture emails.
Training and reports
Team training and dashboards for pipeline and lead sources.
How it works
Four clear steps.
The exact scope and timeline are agreed in writing before any work starts.
Discover
We map your sales process and data.
Configure
We set up HubSpot to match.
Import
We clean and import your data.
Train
We train your team and support the first weeks.
Which HubSpot plan do I need?
It depends on your team size and the automation you need. We review your needs and suggest the lowest plan that covers them.
Can you move our data from another CRM?
Yes. We move contacts, companies, deals and notes from spreadsheets or CRMs such as Salesforce, Pipedrive or Zoho.
Can HubSpot connect to our other tools?
Usually. HubSpot has many native integrations, and we can build custom ones through its API when needed.
Do you offer support after setup?
Yes. We can provide ongoing admin, new automations and help as your team grows.
CRM & integrations
Related services
- Salesforce IntegrationSalesforce integration services that connect your website, store, marketing and finance tools to Salesforce, with clean data mapping and error alerts.Explore
- CRM MigrationCRM migration services that move contacts, companies, deals, notes and history to your new CRM, cleaned and checked, with no gap in daily sales work.Explore
Further reading
All guidesSoftware
Custom software vs off-the-shelf tools: how to choose
Custom software vs off-the-shelf tools: when each one makes sense, how the real costs compare, and a five-question test to help you decide.
· 6 min read
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