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CRM · Marketing, sales and service on one record.

HubSpot implementation & automation

The short answer

webbox implements HubSpot across Marketing, Sales and Service Hub. We set up lifecycle stages and deal pipelines that reflect your funnel, build workflow automation for routing, nurture and handoffs, model custom objects where standard ones do not fit, and integrate HubSpot with your ERP and product database so lead scoring uses real usage and billing data.

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What you get

How it works

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, built so the marketing-to-sales boundary is a defined event rather than an argument.

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.

Proof

Related work

Wholesale & Distribution

Three CRMs consolidated into one, with the history intact

Three regional sales teams on three different CRMs merged onto one platform, with stage history preserved so year-on-year forecasting kept working.

1 CRM platform, down from 3
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Questions

HubSpot implementation & automation: FAQ

Do you build HubSpot forms and landing pages too?
Yes, and we also embed HubSpot forms into sites we build so submissions land directly in the CRM with attribution intact, which is exactly how the form on this site's contact page works.
Can HubSpot replace our ERP's CRM?
It can, and it is often the better front end for a sales team. The pattern we recommend is HubSpot owning the pre-sale relationship and the ERP owning quote-to-cash, with a sync between them rather than duplicate data entry.

More in CRM

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Let's talk

Talk to us about HubSpot implementation & automation

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