HubSpot implementation

HubSpot CRM — implemented calmly, around your motion

We design HubSpot so sales, marketing, and service share clean data and clear next steps. Weekly drops. No big-bang. Adoption that sticks.

Book a discovery call Request a free audit →

Independent & platform-agnostic • Weekly ship cadence • No lock-ins

Made for revenue teams. Built for clarity.

What is HubSpot?

HubSpot is a smart CRM that unifies marketing, sales, and service on one database. Campaigns, conversations, and deals stay in sync—so customers get a consistent experience and reporting is trustworthy.

Unified tools

Forms, email, journeys, deals, tickets, and content—tied to one contact record.

Automation that scales

Workflows for follow-ups, hand-offs and SLAs; approvals and guardrails built-in.

Shared data, shared context

Marketing & sales see the same truth—activities, deals and conversations aligned.

Reporting & attribution

Dashboards leaders trust; attribution that explains what actually moved pipeline.

We map your motion first—then shape objects, automation, and dashboards so HubSpot feels like it was built for you.

Talk through your setup → Request a free audit →
Free HubSpot audit

Find the gaps — fix the noise — keep the wins.

We review objects, fields, lifecycle and automation, then hand you a clear, prioritised plan to clean data and speed up motion.

  • Health check across objects, properties & SLAs
  • Reporting & attribution sanity check
  • Top fixes ranked by impact & effort
  • 30-minute walkthrough with your team
Request your free audit What we check →

Why teams choose HubSpot with Flowbird

One platform, shared context, fewer tools to wrangle. We tailor it to your motion so it stays clean and predictable.

Simplify daily work

Queues, templates and clear next steps—less admin, more time with customers.

Native integrations

Forms, meetings, web, ads and email—plus billing and proposals with marketplace apps.

Automation you can trust

Guardrails, approvals and logs reduce errors and keep momentum.

Reporting leaders trust

One source of truth across teams; attribution that shows what moved pipeline.

Not sure where to start? Request a free audit →

A simple, transparent process — from clarity to adoption

We map your motion, design clean data, and ship weekly. Short feedback loops, no big-bang surprises.

Discover

Agree goals, map motion, define KPIs. Leave with a blueprint you own.

What’s included

Goals & constraints, stakeholder & motion mapping (stages, SLAs, ownership), current tools review, success metrics.

Why it matters

Clarity first. You leave with a vendor-agnostic plan the team believes in — even if you build in-house.

Outcomes

  • Shared goals & KPIs
  • Current state mapped (people • process • tools)
  • One-page implementation blueprint
Design

Model CRM & data so reporting and ownership stay clean.

What’s included

Data model, fields & ownership; stage definitions & SLAs; reporting layer (dashboards & filters); hygiene guardrails.

Why it matters

Design protects reporting and adoption. Everyone knows what “good” looks like.

Outcomes

  • Clean data structures
  • Clear stage criteria & SLAs
  • Dashboards that leaders trust
Build

Set up CRM, connect tools, and automate — weekly drops, always in the loop.

What’s included

Configure core objects & fields; connect forms/meetings/proposals/billing/analytics; automate follow-ups & hand-offs with error handling.

Why it matters

Value lands early; we iterate with your team. No big-bang surprises.

Outcomes

  • Core objects & fields configured
  • Key integrations live
  • Automations that cut admin
Adopt

Training and playbooks to drive adoption — then light-touch support.

What’s included

Role-based training; cheat sheets; manager coaching; hygiene reviews; quick onboarding for new hires.

Outcomes

  • Teams confident by role
  • Cleaner data month-over-month
  • Playbooks embedded into workflow
Proof in action

Recent results with teams like yours

Project visual
Timely → HubSpot Live sync

From manual exports to automated follow-up with AI context.

View details
Project visual
Invoice automation Less admin

Create invoices automatically from CRM—no spreadsheets.

View details

Questions we get about HubSpot

Is HubSpot right for our team size?

HubSpot scales well from small teams to enterprise—what matters is design. We tune objects, permissions and SLAs so your org model works cleanly.

What about migrations and data quality?

We audit early, dedupe, map fields and set ownership rules. Validation keeps it clean; dashboards show issues before they become problems.

Can we connect billing, proposals or support tools?

Yes—use marketplace apps where they fit, and Make for bespoke flows. We add error handling, retries and run logs for reliability.

How do you drive adoption?

We train by role, produce cheat sheets, and align workflows to how people actually sell and support customers—so habits stick.