• All Services

    As a HubSpot Partner Agency, Market Veep is committed to helping our clients reach the right people at the right time through a wide range of digital marketing channels.

  • Onboarding

    Get a faster time-to-start with pro onboarding solutions from HubSpot Certified Trainers

  • Integrations

    From Salesforce to Zoho, expertly integrate your sales and marketing systems

  • Migrations

    Move off of Pardot, Pipedrive, and other systems into your shiny new HubSpot portal

  • Blog

    A collection of marketing, sales, and HubSpot knowledge - with a look inside of the culture here at Market Veep.

  • Ebooks

    Regardless of the industry that you’re in, we’ve got an ebook full of fresh and actionable marketing insights to help catapult your brand to continued success.

  • Events

    Join us for our upcoming events and webinars or download recordings of previous events, webinars, podcasts, and more.

  • Case Studies

    Browse our case studies to see the real results we've achieved for real clients, just like you.

HubSpot Technical Setup

TECHNICAL

ONBOARDING & TRAINING

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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.

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HUBSPOT TECHNICAL
SET UP & IMPLEMENTATION

Users
  • Connect sales members
  • Set up the meetings tool
  • Teams
  • Hierarchical teams
  • Single sign-on
  • User roles
Tools
  • Calling
  • Call transcription
  • Documents
  • Meeting scheduling
  • 1:1 video creation
  • Playbooks
Email
  • Connect email integration
  • Team email
  • Email scheduling
  • Email tracking & notifications
  • Email templates
  • Email sequences
  • Sequence queues
  • Workflow extensions
  • eSignature
  • Smart send times
  • Quote-based workflows
Reports
  • Reporting dashboards
  • Create custom sales dashboard(s)
  • Set up deals leaderboards
  • Custom reporting
  • Filtered analytics view
  • Adaptive testing
  • Multi-touch revenue attribution
  • Rep productivity performance
  • Recurring revenue tracking
CRM
  • Import contacts & companies
  • Create custom properties
  • Set up contact record views
  • CRM pipeline set up
  • Standard contact scoring
  • Predictive lead scoring
  • Calculated properties
  • Record customization
Deals
  • Import deals & products
  • Deal pipeline
  • Deal stages
  • Tasks
  • Lead rotation automation
  • Quotes
  • Products
Integrations
  • Messenger integration
  • Salesforce integration
  • Stripe integration
  • Slack integration
  • Events API
Forms
  • Required fields
Conversations
  • Conversations inbox
  • Canned snippets
  • Conversation routing
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Let’s Talk
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 SETUP...

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.
LEARN MORE

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.
LEARN MORE

 

SERVICE SET UP
Scale your customer support processes with service automation, ticket pipelines, and customized customer service reports.
LEARN MORE

 
 

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