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HubSpot implementation & automation

Marketing, sales and service on one record.

In brief

webbox implements HubSpot across Marketing, Sales and Service Hub. We set up lifecycle stages and deal pipelines that follow your funnel. Workflows handle routing, nurture and handoffs. Where the standard objects do not fit, we model custom ones. We connect HubSpot to your ERP and product database, so lead scoring runs on usage and billing data.

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What we deliver

Hub setup & onboarding

Lifecycle stages, pipelines, properties and permissions configured against your funnel, with the data model agreed before anyone starts importing.

Workflow automation

Routing, nurture, task creation and handoff automation. The moment marketing hands a lead to sales becomes a defined event that nobody has to argue about.

Custom objects & integration

Custom objects for the things your business sells that HubSpot does not model, and two-way sync with your ERP and product data.

Related work

Wholesale & Distribution

Three CRMs consolidated into one, with the history intact

Three regional sales teams, each on its own CRM, moved onto one platform. Their stage history came across too, so year-on-year forecasts still worked.

1 CRM platform, down from 3
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HubSpot implementation & automation: FAQ

Do you build HubSpot forms and landing pages too?
Yes. We also embed HubSpot forms into the sites we build, so submissions land directly in the CRM with attribution (where the lead came from) intact. The form on this site's contact page works exactly this way.
Can HubSpot replace our ERP's CRM?
It can, and it is often the better front end for a sales team. We recommend HubSpot for the relationship before the sale and the ERP for quote-to-cash, with a sync between them so nobody enters the same data twice.

More in CRM

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