Technical Consulting Projects

Work with a Technical Consultant to maximize your HubSpot-Salesforce integration. We'll help you get the integration in order, manage your data effectively, and get the reporting you need. Typical topics covered include:

• Discovery session to understand your goals and challenges 
• An offline audit of your existing setup to determine necessary changes
• As needed, additional consulting on lead scoring, inclusion list, field mapping, segmentation, and selective sync from Salesforce
• Discussion around best practices for passing leads to Sales
• Assistance with configuring closed-loop reporting and building custom reports in HubSpot

Our HubSpot Technical Consultant will work with your technical teams to provide guidance and best practices for integrating with HubSpot’s APIs. Typical topics covered include:

• Discovery to understand integration needs and requirements
• Discussion and recommendation of integration architecture and approach
• Review of and recommendations for specific API endpoints to use
• Support and troubleshooting for HubSpot’s APIs
• Training for HubSpot users to take advantage of integration

Work with a HubSpot Technical Consultant to learn the in-and-outs of building on HubSpot’s CMS. We’ll discuss best practices, recommend workflows, and provide support. Typical topics covered include:

• Overview of HubSpot design tools and CMS
• Walkthrough of HubSpot’s markup language, HubL
• Training on local development workflow
• Recommendations on website infrastructure
• Support and troubleshooting for HubSpot’s CMS, APIs, and custom code built in HubSpot