Technical Consulting Projects

Work with a dedicated HubSpot Technical Consultant to achieve your goals using the HubSpot software.

What’s Included With One-time Technical Consulting

With one-time technical consulting, you’ll have a dedicated Technical Consultant who will listen to your goals, and design a plan to get you where you want to be. We’ll work to understand the scope of your technical project, design a solution, and support your team through the implementation.

See Pricing & Details

Some sample projects (your consultant will customize your engagement):

  • 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

For a full list of topics our consultants can help with, see here.

Key Details


Setting: Remote

Duration: 4 hours over 90 days

Technical Consulting: 4 Hour

Legal Description

Prefer to work with us in-person, or on an ongoing basis?

Onsite Training

Have a Technical Consultant meet face-to-face to help you and your team learn and implement new strategies.

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Ongoing Consulting

Work with a dedicated HubSpot Consultant on an ongoing basis to help achieve long-term tool- or strategy-based goals.

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Get More Information About Professional Services

Interested in partnering with a HubSpot Technical Consultant? Let’s talk.

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