Paul Sullivan | Hubspot CRM​,​ HubSpot CMS​,​ Hubspot Sales​,​ HubSpot Marketing​,​ Shopify​,​ Web Design​,​ strategy​,​ technology consultancy​,​

Initially, HubX wanted to transfer their CRM from Pipedrive to HubSpot as they moved into a larger sales platform. In addition, the Drift conversational marketing platform required integration to HubSpot too. Finally, to set up reporting in HubSpot that enabled the business to track deals, leads and paid marketing activities. Stage one required full mapping of custom fields in HubSpot to match Pipedrive and then to migrate the data in full. Stage two was to fully integrate Drift conversational chat playbooks with goals into HubSpot to kick off email workflows to continue nurturing prospects along the funnel. Stage three was to ensure all reporting is fully set up. A three-month project to complete the full requirement was set up. The CRM move took a little under two weeks to complete which was not the main issue. The setup of Hubspot and the integration of Drifts playbooks required more work as custom attributes in Drift and custom fields in HubSpot needed completing. In addition to mapping and setting up fields in both platforms, breaking down the chat playbooks in Drift and applying best practices took three weeks. Once we had this down, we rebuilt part of the playbooks before ensuring the automation of completed actions kicked off HubSpot workflows. We finalised the reporting requirements in Hubspot in two weeks, which has now led to further works to rebrand the business and rebuild the website, currently underway. In addition to this, we have now been retained to execute the inbound marketing strategy whilst helping develop the knowledge base.