We create your company profile, add and configure user access and permissions, integrate with tools and platforms, and establish your baseline settings. This includes branding, website tracking code, IP filtering, email and calendar integration instructions, and default language and currency settings.
Migrating from another CRM or marketing automation platform? Not to worry! We’ll seamlessly and securely transfer your existing data into your new HubSpot portal, so you retain important contact, company and deal data. We’ll also provide you with a pre-formatted contact and company records import template.
HubSpot offers a vast array of tools for marketing automation, sales enablement, customer service, and more. We’ll configure these tools according to your business needs and processes. We’ll connect your domains, set up object properties, and create lead funnels, deal pipeline stages, service queues, and more.