Discovery & Access
HUBSPOT TECHNICAL SETUP
Technical HubSpot Implementation
Domain & DNS Configuration
We connect your domain to HubSpot, configure all required DNS records, and verify SSL certification, ensuring your HubSpot-hosted landing pages and email sending domains are properly authenticated and secure before anything goes live.
Tracking Code & Analytics Setup
We install and verify the HubSpot tracking code across your website, configure page view and event tracking, and connect Google Analytics or other analytics tools to ensure behavioral data flows correctly into your portal from the moment it goes live.
User Roles & Permission Setup
We configure HubSpot user accounts, define role-based permissions, and set up team structures that give each person the right level of access for their function. This keeps your data secure while ensuring no team member is blocked from the tools they need.
CRM Architecture
We design and build the contact, company, deal, and ticket property structures that underpin everything else in your portal. We map your data model to your actual sales and marketing process so the CRM reflects reality rather than fighting it.
Record Imports
We manage structured imports of contact, company, deal, and ticket records from spreadsheets, legacy systems, or external data sources into HubSpot. We map every column to the correct CRM property, validate data formatting before import, and resolve any conflicts or duplicates so your database is accurate and complete.
CRM Customization
We configure the default views, property sections, and sidebar layouts for your contact, company, deal, ticket, and custom object records inside HubSpot. This organizes the information each team member sees when they open a record so that the most relevant data is immediately visible, reducing the time reps spend searching for context before a call or follow-up.
Form Implementation
We build and configure every HubSpot form your team needs with the right fields, progressive profiling logic, required field validation, and hidden field mapping to ensure every submission captures clean, complete data and routes it to the correct contact records, workflows, and notifications automatically.
Social Media Connection
We connect all of your brand's social media accounts inside HubSpot's social tool so your team can manage publishing streams, monitor keywords, and view a complete picture of how prospects and customers are interacting with your brand across every channel.
Ad Account Connection
We connect your Google Ads, Facebook Ads, and LinkedIn Ads accounts to HubSpot so your paid campaigns are tracked in the CRM, your ad audiences stay in sync with your lists, and your marketing team can see exactly which ad spend is generating pipeline and revenue.
Brand Kit Setup
We configure your HubSpot Brand Kit with your logo, primary and secondary brand colors, approved font selections, and favicon. This ensures that every email template, landing page, form, and piece of content your team creates inside HubSpot is automatically on-brand by default.
HubSpot Implementation On Your Terms
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!
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 HubSpot onboarding easy and stress-free.
Build Your Connected HubSpot Infrastructure
Marketing Hub Configuration
We set up your Marketing Hub from forms and landing pages to email templates, lists, campaigns, and social publishing, configuring every tool to work cohesively and feed qualified contacts into your CRM with proper source attribution from day one.
Sales Hub Configuration
We configure Sales Hub for your team, setting up meeting links, email templates, sequences, task queues, call logging, and prospecting tools. We make sure your reps have everything they need to work efficiently inside HubSpot rather than toggling between platforms.
Service Hub Configuration
We build your Service Hub environment, including ticketing pipelines, SLA policies, inbox routing, canned responses, and customer feedback surveys. We ensure your support team has a structured, consistent system for managing customer issues from first contact through resolution.
Reports & Dashboards
We create custom reporting dashboards for each team, surfacing the KPIs that matter at each level so everyone from a sales rep tracking their pipeline to a CEO reviewing revenue has the data they need in one place.
