Our Migrations & Integrations Services

We scope these projects separately from implementation, because getting your data and tools aligned is a specialized lift—and 
one that pays off quickly.
Run campaigns that don’t create chaos.
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Custom lifecycle stages and lead status flows

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Scoring models that prioritize revenue, not vanity metrics

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Campaigns and workflows aligned to business goals

Give your team a sales system they’ll actually use.
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Custom deal pipelines and automation

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Lead handoff, call types, follow-up automation

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Reporting for productivity, forecasting, and accountability

Support that scales—without slowing you down.
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Centralized ticketing with workflows and routing

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AI tools to reduce manual follow-up

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Service pipelines and CS dashboards to stay ahead

Structure your content for scale.
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Build a system for managing assets, not folders

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Track usage, content performance, and repurpose opportunities

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Standardize brand elements across formats

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How we determine implementation pricing

We don’t start with tools. We start with your business.

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Explore

Understanding the clients goals and roadblocks

  • We start by learning about their vision for growth and uncovering any barriers in the way. This helps us align with their priorities and get clarity on what success looks like for them.
  • They talk, we listen.
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Recommend

Tailored solutions and service levels

  • Next, we collaborate to define the type and amount of support needed. Together with the client, we identify where we can make the biggest impact to move their business forward.
  • We suggest, they refine.
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Align

Clear scope, budget, and timeline

  • We craft a custom plan using our expertise, setting clear expectations for delivery and investment. Everything is designed around their needs and budget.
  • We outline, they approve.

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How We Work

We don’t start with tools. We start with your business.

01

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Architecture & Strategy

Lay the foundation and design the blueprint:

  • We uncover your goals, assess what’s standing in the way, and design a scalable HubSpot setup that supports long-term growth.
  • We draft the blueprint. You approve the vision.

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02

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Configuration & Implementation

Construct the framework and bring the system to life:

  • With the blueprint in hand, we build out your HubSpot environment—pipelines, automation, dashboards, views, and structure—all mapped to your teams and processes.
  • We build it right. You watch it take shape.

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Enablement & Handoff

Move in, maintain, and make upgrades:

  • Once live, we walk you through what we’ve built and provide system documentation. Training and in-app guidance are available as add-ons for deeper team adoption.
  • We fine-tune and future-proof. You grow with confidence.

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Pricing (Non-Discounted)

Here’s how our onboarding rates compare with HubSpot’s standard pricing:

Always Included
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Goal Setting Session
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Plan/Project Design
Description
Every implementation begins by defining goals, aligning on challenges, and prioritizing success in HubSpot CRM.
We define the project scope, integrations, and timelines to ensure clarity before execution begins.
Starting at
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Free
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Free
Level of Complexity
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Standard
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Customized
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Complex
Description
A streamlined setup for a single Hub, following best practices to get your team up and running.
A tailored build to match your marketing, sales, or service workflows—including automation and custom properties.
For multi-Hub environments with integrations, custom processes, or advanced reporting needs.
Starting at
$7,000
$15,000
Based on assessment
Every implementation includes a goal-setting session, documented scope, and clear deliverables.

Onboarding vs Implementation: Understanding Our Difference

Goal: Get their team up and running with HubSpot confidently.

Setup, guidance, and first-round user training.

Short-term: (30–90 days).

Includes: Clean data setup, basic workflows, foundational dashboards.

Best for: New users or clean reboots.

Onboarding

Tailor HubSpot to their workflows and tech stack.

Automation, integration, and technical configuration.

Scope-Driven and custom to their business

Custom mapping, API integration, advanced automation.

Best for: Complex orgs with unique processes.

Implementation
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Need Migrations or Integrations?

If you’re moving from another system—or connecting HubSpot to tools like Salesforce, QuickBooks, or custom software—we’ll scope that into a Migrations & Integrations project to ensure clean data and seamless connections.

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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.