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Getting Started With HubSpot

HubSpot is a powerful platform for businesses that is constantly being updated with new tools and technology to help your marketing, sales, and service teams succeed. As helpful as it is, it can be a daunting task to onboard onto such a robust platform. Don’t worry, we’re here to help!

Implementation On Your Terms

Whether you grant us access to your backend or want us to relay instructions to your own development team for execution, we will make the process of technical onboarding easy and stress-free.

HUBSPOT TECHNICAL SET UP & IMPLEMENTATION

Account

  • Time zone set up
  • Filter out internal IP addresses
  • Install HubSpot tracking code
  • Define physical address & email types
  • Configure blog settings

Users

  • Connect sales members
  • Set up the meetings tool
  • Teams
  • Hierarchical teams
  • Single sign-on
  • User roles

Forms

  • Pop-up forms
  • Native forms
  • External form tracking & collected forms
  • Required fields

Integrations

  • Aide in the set up of integrations
  • Integrate with Google Analytics
  • Connect email integration
  • Connect social accounts
  • Messenger integration
  • Salesforce integration
  • Stripe integration
  • Slack integration
  • Events API

Asset Migration

  • Import contacts & companies
  • Import deals & products
  • Import tickets
  • Email templates
  • Landing page templates
  • Blog migration

Domains

  • Add email sending domain
  • Connect blog subdomain
  • Connect info subdomain

CRM

  • Create buyer personas
  • Create custom properties
  • Set up contact record views
  • CRM pipeline set up
  • Standard contact scoring
  • Predictive lead scoring
  • Calculated properties

Reports

  • Create a custom marketing dashboard
  • Custom reporting
  • Campaign reporting
  • UTM link tracking
  • Filtered analytics view
  • Website traffic analytics
  • Adaptive testing
  • Multi-touch revenue attribution

Already on HubSpot?

Yay! We love working with HubSpot businesses (in fact, it’s our exclusive specialty).

Our HubSpot Portal Audit will take us on a deep dive through your entire HubSpot portal, including marketing performance, properties, workflows, forms, sales tools, content strategy, and so much more.

HubSpot Marketing Set Up

Our proprietary onboarding process makes HubSpot Marketing Hub set up and implementation easier than ever. We’ll help you migrate your contacts, set up your content publishing tools, build branded email templates, and much, much more.

HubSpot Sales Set Up

Nowadays sales and marketing alignment is more important than ever. We’ll make sure that your sales reps have a seamless transition into using HubSpot Sales Hub by setting up tools like lead rotation, meetings, deal stages, and beyond.

HubSpot Marketing Set Up

Scale your customer support processes with service automation, ticket pipelines, and customized customer service reports.

Request a free marketing assessment

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