HubSpot not working the way it should?

How healthy is your HubSpot?

Six signs show a HubSpot portal needs attention: duplicate companies, reports nobody trusts, workflows nobody understands, tools that don't sync, hundreds of empty properties, and a team still working in spreadsheets. Each one is something we fix.

• The same company appears three times. We merge duplicates with a backup of every record, then stop new ones at the source.
• Nobody trusts the reports. One set of lifecycle and deal stages, and dashboards rebuilt on clean data.
• Workflows nobody understands. We map every workflow, switch off the dead ones and document the rest.
• Other tools don't sync properly. We correct the field mapping and agree which system owns which data.
• Hundreds of fields nobody fills in. We archive what's unused, merge lookalikes and label what's left.
• The team still works in spreadsheets. Simpler views and pipelines, and training on each team's daily tasks.

What the free HubSpot review covers

Straight answers on what's wrong, what to fix first, and what it would take.

1. A 30-minute call. Tell us what's not working. A HubSpot specialist joins, not a salesperson.
2. We look inside. Data, properties, workflows, integrations and reports, checked with read-only access.
3. Your fixed quote. What we will fix, in priority order, and the price, in writing. If the problem runs deeper than a quote can cover, we recommend a CRM & ERP Opportunity Audit instead.

From messy to working, start to finish

1. 30-minute call, free.
2. We look inside your data, automations, integrations and reports, free.
3. Your fixed quote, in priority order and in writing, free.
4. We fix it: a backup first, then data and workflows fixed, to a fixed quote.
5. Training and support, so your team is up to speed, for a fixed monthly fee.

A recent HubSpot project

Countrystyle Recycling, in waste management, had a HubSpot setup that growth had outgrown. We reorganised HubSpot around one current customer view, connected it to a tailored quoting process with Knack and Make, and supported the team through the change. Countrystyle reports £4.2m in business growth, more than 1,500 new customers handled and 99.7% on-time service delivery. Read the Countrystyle Recycling case study.

After the audit, you choose

Why teams bring their HubSpot to Flowbird

• HubSpot Solution Partner since 2014. More than 40 HubSpot projects, from first setup to rescue.
• Data first. Clean data is what makes reports, workflows and integrations work, so we start there.
• Nothing lost. We back up before we change anything, and keep a copy of every record we merge.
• A real team in Ashford. Call [01233 743 240](tel:+441233743240) and a person answers, not a bot.

Not on HubSpot yet? Start a free HubSpot trial with us and get it set up properly from day one.

What clients say

Our customers have benefited from faster quotes, clearer communication and consistently high service levels, even as volumes and complexity has increased. Tony Filson, Strategic Sales Director, Countrystyle Recycling

HubSpot audit and clean-up questions

Can you fix a HubSpot portal another partner set up?

Yes. Most of the portals we fix were set up by someone else, an old partner, a former employee or the team themselves. We start by auditing what's there, then keep what works.

Will we lose any data in a HubSpot clean-up?

No. We export a full backup before changing anything, and keep a copy of every record we merge or delete, so anything can be restored.

Do we have to move our HubSpot account to Flowbird?

No. Your HubSpot account and billing stay exactly as they are. We work in your portal as a partner user.

How much does a HubSpot clean-up cost?

The review is free. After it, we quote any one-off fix in writing, or you can roll the work into our managed service, for a fixed monthly fee agreed around what your systems need.

What happens in the free HubSpot review?

A 30-minute call with a HubSpot specialist and a read-only look inside your portal, then a fixed quote in writing, in priority order. If the problem runs deeper than a quote can cover, we recommend a CRM & ERP Opportunity Audit first.

Can you fix HubSpot integrations with our other systems?

Yes. We check how HubSpot connects to your ERP, accounting, website and other tools, fix the field mapping and agree which system owns which data, so records stop clashing or duplicating.

Get HubSpot working again

Start with a free review. You'll know what's wrong, what to fix first and what it costs, whether or not you work with us. Or call [01233 743 240](tel:+441233743240).