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Rated 4.9 out of 5 stars
A dedicated team of HubSpot specialists, working tirelessly for your success
Stay focused on what you do best while our experts take care of all the HubSpot setup details
Effortlessly connect HubSpot with your current tools, creating a seamless, efficient workflow
Weekly check-ins with your dedicated HubSpot specialist and Account Manager to map out a winning plan and get you fully set up in just 4-6 weeks
After setup, our team continues to refine and optimize your HubSpot system, ensuring it consistently performs at its best, keeping your operations smooth and efficient
Get outstanding expertise and service while saving significantly with our services
No matter which hub you’re seeking guidance in setting up properly for your team to utilize, we can support your every onboarding need
With us, your business can easily navigate the complex landscape of the onboarding process by harnessing the expertise of our HubSpot pros
Technical Onboarding For All
HubSpot Platforms & Tiers
Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.
Routing in HubSpot helps tickets automatically reach the right team members, reducing delays and improving response times. Our team will set up user skills, define ticket limits, and configure assignment rules so your support operations run smoothly and efficiently.
Note: Only available with Service Hub Enterprise plan
We streamline your publishing process by putting the right approval checks in place. Using HubSpot’s Content Approval feature, we’ll select which content needs review, assign approvers, and configure the workflow so your team can publish with confidence.
Note: Only available with Enterprise plan
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply.
Please review our checklist to prepare yourself.
Note: Please provide the import list in the format outlined above.
Properties are fields that store information on HubSpot records. For example, you can use the City company property to specify where companies are located. There are default properties included for each object, but you can create custom properties to store unique data for your business. Our team will guide you in mapping/creating your custom properties.
We will seamlessly connect your email and calendar, ensuring a cohesive and synchronized experience. This integration aims to improve efficiency, allowing you to manage your communication and schedule seamlessly within a unified platform.
The HubSpot App Marketplace is a platform where you can search for and integrate the necessary tools for your business with your HubSpot account. With over 1,000 integrations available, the HubSpot Marketplace covers various apps, tools, and platforms in the marketing hub If you let us know which apps you are currently using, we will integrate them for you.
HubSpot Native Apps Integration
Note:
1. Only the native apps and features listed in this sheet will be included during the onboarding duration. Anything beyond this will be scoped out and charged separately.
2. Any type of CRMs Integration/ Migration will be scoped out separately.
The account time zone setting localizes several of your HubSpot tools, including when your scheduled emails send, when scheduled social media content posts, and date and time information for your analytics.
Super Admins and users with Add and edit users permissions in your HubSpot account can change a user’s permissions.
Every HubSpot account has a unique tracking code for monitoring website visits via cookies. We will set up your default domain and install this tracking code on any non-HubSpot pages to track the analytics.
We will add logo, favicon, and default brand colors in your account settings to align with your company’s branding and style guidelines, ensuring consistency across all HubSpot tools.
HubSpot has a set of features that can be turned on in the portal to help enforce GDPR compliance. These features add functionality to help you comply, but they don’t automatically make your processes compliant, so it’s important to consult your legal team for specific instructions on what you should be doing.
Linking your email sending domain to HubSpot grants HubSpot authorization to send emails on your behalf through DKIM (Domain Keys Identified Mail) email authentication. Authenticating your domain with HubSpot ensures that your emails appear more legitimate to email servers. You have the flexibility to connect multiple domains if necessary.
Subdomains are often used to host content in a separate location from your main website. For instance, email.insidea.com. We will link your subdomains to HubSpot, allowing you to create HubSpot-hosted landing pages, blogs, and the web version of your sales emails.
The HubSpot to GPT Connector allows your team to generate content, summarize notes, draft emails, and analyze data without leaving HubSpot. By connecting GPT with your CRM, users can streamline workflows, reduce manual effort, and enhance productivity with AI-driven insights and automation.
We will handle the setup and configuration, ensure secure integration, and guide your team on using GPT effectively within HubSpot to support sales, marketing, and service operations.
Note: You should have GPT Pro plan or above to setup the connection.
Setting up your marketing campaigns is crucial for driving success. Our team will collaborate to understand your marketing goals, strategies, and workflows. We’ll then configure HubSpot to manage your campaigns effectively, ensuring proper tracking of leads, audience segmentation, and campaign performance.
The type of marketing contacts you have sets a limit on how many people you can send marketing emails to. If your database has more contacts than this limit, you can choose to categorize some contacts as non-marketing or purchase additional contacts from HubSpot. Once you’ve determined which contacts belong to your marketing audience and which don’t, we’ll ensure that any new contacts added to your database, whether through .csv file uploads or integrations, are properly categorized.
Setting up buyer personas for contacts involves creating detailed profiles of your target audience segments. Personas are fictional general character profiles that represent the preferences, objectives, and behaviors of your customers. We’ll gather the information about your buyer personas and input them into the ‘Persona’ contact property in HubSpot. This allows you to focus on specific groups and organize your contacts accordingly.
Buyer Intent and Data Enrichment help keep your CRM records accurate and highlight prospects who are most likely to engage. Data Enrichment updates your contact and company records with the latest information, while Buyer Intent tracking surfaces leads showing buying signals.
We will enable enrichment for your contacts and companies, configure Buyer Intent tracking, and integrate the enriched data into your CRM to ensure your team always has up-to-date and actionable insights.
Note: To view more than 20 companies per view, you must have HubSpot credits.
We’ll create a default resubscription email. This will enable contacts who previously opted out of emails to resubscribe themselves if they complete a HubSpot form.
We’ll import the email addresses of contacts who have previously chosen to unsubscribe from all email communications in an opt-out list. Importing this list won’t add these contacts to your database. Instead, it will mark the email addresses on the list as ineligible to receive emails from your account.
We will collaborate closely with your team to craft a compelling and personalized email newsletter template using the HubSpot standard template library using the drag-and-drop feature. These templates ensure that your messages are always professional and customized to your business needs. Additionally, they enhance your communications through personalization tokens. Our team can help you migrate and create email templates from your past CRM tools.
Note: Custom Design will be subject to additional charges.
INSIDEA will help to confirm the validity of email addresses intended for sending emails, even if they aren’t required to be registered as users in HubSpot.
Use forms to gather important information about your visitors and contacts. In HubSpot, you can easily create forms to add to your HubSpot pages or external sites. INSIDEA will assist replace your existing website forms with HubSpot forms or create new ones from scratch, ensuring all data flows directly into your HubSpot account. We will provide an embedded code your developer can easily integrate into your website’s backend. This code will enable seamless data transfer directly into HubSpot, streamlining your data collection process.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as sending marketing emails, enrolling contacts in workflows, filtering lists for reports, creating targeted ad audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
The Conversations Inbox is a centralized location within your HubSpot account where you can view and manage messages from all connected channels, including live chat, chatbot, support emails, and support forms. This feature helps you to handle inquiries and resolve issues with greater clarity and coordination.
Create a chat flow with live chat to connect visitors directly with members of your team. The live chat will appear as a widget on your website pages that visitors can click to start a real-time conversation with someone on your team. Our team will integrate HubSpot’s Live Chat into your website which can enable you to respond to your customer inquiries and concerns in real-time, right from your digital doorstep.
Automation workflows are like your personal assistants in the digital world. Create a workflow to automate your business processes and make your team more efficient. INSIDEA offers simple workflow templates, easy implementation of drip campaigns, and nurture flows to automate,streamline and organize tasks, processes, and procedures.
HubSpot offers a scoring feature that allows us to prioritize leads that closely match your business’s target audience.INSIDEA can assist you build and automate lead assignment criteria to ensure each lead is assigned to the suitable owner.
Connect your social media accounts to HubSpot to start creating and publishing social posts, and tracking social media engagements in HubSpot.We’re here to guide and support you through the setup process, offering step-by-step instructions and personalized assistance.
We help your team leverage HubSpot’s AI Agents to automate tasks like customer support, lead generation, and content creation. Our focus is on template-based AI Agents or Assistants, ensuring proven, reliable setups that are quick to implement. Our team will configure the AI Agents, integrate them into your existing workflows, and guide your team on how to use them effectively to enhance efficiency and productivity.
Note:
– Customer Agent to be scoped out separately.
– These agents and assistants are currently in beta and don’t use credits. In the future, they may require HubSpot credits.
Setting up marketing reporting and dashboards enables to track and analyze performance effectively. It helps to visualize key metrics, identify trends, and make data-driven decisions to optimize your marketing efforts. INSIDEA will help you create a marketing-focused dashboard to track marketing activities across various channels and social media accounts, along with website analytics and performance metrics. We can even help analyze the lead flow and how marketing campaigns are performing.
We will organize a training session to ensure that everyone has the necessary skills and knowledge to use the platform effectively. In addition, we will have a project sign-off call to review the completed work, address any remaining concerns, and obtain formal approval to conclude the project.
Note: Only one training session will be included during the onboarding session. Additional training sessions, if required, will be charged at $250 per session separately.
We’ll help you set up behavior-based lead tracking in HubSpot to identify which prospects are most likely to convert. By monitoring actions like page views, downloads, and email engagement, HubSpot assigns scores and triggers workflows to show where each lead is in their journey. This allows your team to segment contacts and deliver personalized content that drives conversions.
HubSpot can aggregate marketing events from certain connected apps, so you can have a consistent overview of your marketing events. You can also manually associate contacts with your marketing event through an import. Once you’ve created marketing events in your HubSpot account, you can edit and analyze them, and create custom properties for the events.
CTAs (Call-to-Actions) serve as key conversion tools designed to engage website visitors and drive them toward taking desired actions, such as filling out forms or scheduling calls. Pop-up CTAs can be highly effective in capturing attention: the banner is a fixed, visible strip either at the top or bottom of a page that stays in place while visitors scroll, ensuring ongoing visibility. Pop-up boxes are set to appear at specific times or triggers, prompting action at optimal moments, and slide-in CTAs enter from a corner of the screen, subtly drawing attention without being intrusive. For more direct engagement, embedded CTAs are placed within the content of your website or email, guiding users to targeted landing pages.
Starting At
During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities.
Our team follows up to review the project’s deliverables and outlines the information and permissions needed to proceed.
Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply.
Please review our checklist to prepare yourself.
Import File Checklist
Import List Format
Note: Please provide the import list in the format outlined above.
We will seamlessly connect your email and calendar, ensuring a cohesive and synchronized experience. This integration aims to improve efficiency, allowing you to manage your communication and schedule seamlessly within a unified platform.
The HubSpot App Marketplace is a versatile platform that allows you to explore and integrate essential tools directly with your HubSpot account, tailored to your business requirements. During the onboarding process, only the native apps and features specified in the document will be included.
HubSpot Native Apps Integration
Note:
1. Only the native apps and features listed in this sheet will be included during the onboarding duration. Anything beyond this will be scoped out and charged separately.
2. Any type of CRMs Integration/ Migration will be scoped out separately.
The account time zone setting localizes several of your HubSpot tools, including when your scheduled emails send, when scheduled social media content posts, and date and time information for your analytics.
Super Admins and users with Add and edit users permissions in your HubSpot account can change a user’s permissions.
Every HubSpot account has a unique tracking code for monitoring website visits via cookies. We will set up your default domain and install this tracking code on any non-HubSpot pages to track the analytics.
We will add logo, favicon, and default brand colors in your account settings to align with your company’s branding and style guidelines, ensuring consistency across all HubSpot tools.
HubSpot has a set of features that can be turned on in the portal to help enforce GDPR compliance. These features add functionality to help you comply, but they don’t automatically make your processes compliant, so it’s important to consult your legal team for specific instructions on what you should be doing.
Linking your email sending domain to HubSpot grants HubSpot authorization to send emails on your behalf through DKIM (Domain Keys Identified Mail) email authentication. Authenticating your domain with HubSpot ensures that your emails appear more legitimate to email servers. You have the flexibility to connect multiple domains if necessary.
Subdomains are often used to host content in a separate location from your main website. For instance, email.insidea.com. We will link your subdomains to HubSpot, allowing you to create HubSpot-hosted landing pages, blogs, and the web version of your sales emails.
Properties are fields that store information on HubSpot records. For example, you can use the City company property to specify where companies are located. There are default properties included for each object, but you can create custom properties to store unique data for your business. Our team will guide you in mapping/creating your custom properties.
The type of marketing contacts you have sets a limit on how many people you can send marketing emails to. If your database has more contacts than this limit, you can choose to categorize some contacts as non-marketing or purchase additional contacts from HubSpot. Once you’ve determined which contacts belong to your marketing audience and which don’t, we’ll ensure that any new contacts added to your database, whether through .csv file uploads or integrations, are properly categorized.
Setting up buyer personas for contacts involves creating detailed profiles of your target audience segments. Personas are fictional general character profiles that represent the preferences, objectives, and behaviors of your customers. We’ll gather the information about your buyer personas and input them into the ‘Persona’ contact property in HubSpot. This allows you to focus on specific groups and organize your contacts accordingly.
We’ll create a default resubscription email. This will enable contacts who previously opted out of emails to resubscribe themselves if they complete a HubSpot form.
We’ll import the email addresses of contacts who have previously chosen to unsubscribe from all email communications in an opt-out list. Importing this list won’t add these contacts to your database. Instead, it will mark the email addresses on the list as ineligible to receive emails from your account.
We will collaborate closely with your team to craft a compelling and personalized email newsletter template using the HubSpot standard template library using the drag-and-drop feature. These templates ensure that your messages are always professional and customized to your business needs. Additionally, they enhance your communications through personalization tokens. Our team can help you migrate and create email templates from your past CRM tools.
Note: Custom Design will be subject to additional charges.
Use forms to gather important information about your visitors and contacts. In HubSpot, you can easily create forms to add to your HubSpot pages or external sites. INSIDEA will assist replace your existing website forms with HubSpot forms or create new ones from scratch, ensuring all data flows directly into your HubSpot account. We will provide an embedded code your developer can easily integrate into your website’s backend. This code will enable seamless data transfer directly into HubSpot, streamlining your data collection process.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as sending marketing emails, enrolling contacts in workflows, filtering lists for reports, creating targeted ad audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
The Conversations Inbox is a centralized location within your HubSpot account where you can view and manage messages from all connected channels, including live chat, chatbot, support emails, and support forms. This feature helps you to handle inquiries and resolve issues with greater clarity and coordination.
Create a chat flow with live chat to connect visitors directly with members of your team. The live chat will appear as a widget on your website pages that visitors can click to start a real-time conversation with someone on your team. Our team will integrate HubSpot’s Live Chat into your website which can enable you to respond to your customer inquiries and concerns in real-time, right from your digital doorstep.
Automation workflows are like your personal assistants in the digital world. Create a workflow to automate your business processes and make your team more efficient. INSIDEA offers simple workflow templates, easy implementation of drip campaigns, and nurture flows to automate,streamline and organize tasks, processes, and procedures.
HubSpot offers a scoring feature that allows us to prioritize leads that closely match your business’s target audience.INSIDEA can assist you build and automate lead assignment criteria to ensure each lead is assigned to the suitable owner.
In order to manage and analyze your ad campaign using HubSpot’s ads tool, you can connect your Ads account to HubSpot. Once the connection is established, all existing ad campaigns in that account will be displayed and reported on by HubSpot. Once your Ads accounts are connected, you can also connect additional users so that they can manage and create ad campaigns for the account.
Connect your social media accounts to HubSpot to start creating and publishing social posts, and tracking social media engagements in HubSpot.We’re here to guide and support you through the setup process, offering step-by-step instructions and personalized assistance.
HubSpot offers a scoring feature that allows us to prioritize leads that closely match your business’s target audience.INSIDEA can assist you build and automate lead assignment criteria to ensure each lead is assigned to the suitable owner.
Setting up marketing reporting and dashboards enables to track and analyze performance effectively. It helps to visualize key metrics, identify trends, and make data-driven decisions to optimize your marketing efforts. INSIDEA will help you create a marketing-focused dashboard to track marketing activities across various channels and social media accounts, along with website analytics and performance metrics. We can even help analyze the lead flow and how marketing campaigns are performing.
We will organize a training session to ensure that everyone has the necessary skills and knowledge to use the platform effectively. In addition, we will have a project sign-off call to review the completed work, address any remaining concerns, and obtain formal approval to conclude the project.
Note: Two training session will be included during the onboarding session. Additional training sessions, if required, will be charged at $250 per session separately.
Starting At
During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities.
Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.
Routing in HubSpot helps tickets automatically reach the right team members, reducing delays and improving response times. Our team will set up user skills, define ticket limits, and configure assignment rules so your support operations run smoothly and efficiently.
Note: Only available with Service Hub Enterprise plan
We streamline your publishing process by putting the right approval checks in place. Using HubSpot’s Content Approval feature, we’ll select which content needs review, assign approvers, and configure the workflow so your team can publish with confidence.
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply.
Please review our checklist to prepare yourself.
Note: Please provide the import list in the format outlined above.
The HubSpot App Marketplace is a platform where you can search for and integrate the necessary tools for your business with your HubSpot account. With over 1,000 integrations available, the HubSpot Marketplace covers various apps, tools, and platforms in the marketing hub If you let us know which apps you are currently using, we will integrate them for you.
HubSpot Native Apps Integration
Note:
1. Only the native apps and features listed in this sheet will be included during the onboarding duration. Anything beyond this will be scoped out and charged separately.
2. Any type of CRMs Integration/ Migration will be scoped out separately.
The account time zone setting localizes several of your HubSpot tools, including when your scheduled emails send, when scheduled social media content posts, and date and time information for your analytics.
Super Admins and users with Add and edit users permissions in your HubSpot account can change a user’s permissions.
Every HubSpot account has a unique tracking code for monitoring website visits via cookies. We will set up your default domain and install this tracking code on any non-HubSpot pages to track the analytics.
We will add logo, favicon, and default brand colors in your account settings to align with your company’s branding and style guidelines, ensuring consistency across all HubSpot tools.
HubSpot has a set of features that can be turned on in the portal to help enforce GDPR compliance. These features add functionality to help you comply, but they don’t automatically make your processes compliant, so it’s important to consult your legal team for specific instructions on what you should be doing.
Linking your email sending domain to HubSpot grants HubSpot authorization to send emails on your behalf through DKIM (Domain Keys Identified Mail) email authentication. Authenticating your domain with HubSpot ensures that your emails appear more legitimate to email servers. You have the flexibility to connect multiple domains if necessary.
Subdomains are often used to host content in a separate location from your main website. For instance, email.insidea.com. We will link your subdomains to HubSpot, allowing you to create HubSpot-hosted landing pages, blogs, and the web version of your sales emails.
The HubSpot to GPT Connector allows your team to generate content, summarize notes, draft emails, and analyze data without leaving HubSpot. By connecting GPT with your CRM, users can streamline workflows, reduce manual effort, and enhance productivity with AI-driven insights and automation.
We will handle the setup and configuration, ensure secure integration, and guide your team on using GPT effectively within HubSpot to support sales, marketing, and service operations.
Note: You should have GPT Pro plan or above to setup the connection.
Setting up your marketing campaigns is crucial for driving success. Our team will collaborate to understand your marketing goals, strategies, and workflows. We’ll then configure HubSpot to manage your campaigns effectively, ensuring proper tracking of leads, audience segmentation, and campaign performance.
The type of marketing contacts you have sets a limit on how many people you can send marketing emails to. If your database has more contacts than this limit, you can choose to categorize some contacts as non-marketing or purchase additional contacts from HubSpot. Once you’ve determined which contacts belong to your marketing audience and which don’t, we’ll ensure that any new contacts added to your database, whether through .csv file uploads or integrations, are properly categorized.
Setting up buyer personas for contacts involves creating detailed profiles of your target audience segments. Personas are fictional general character profiles that represent the preferences, objectives, and behaviors of your customers. We’ll gather the information about your buyer personas and input them into the ‘Persona’ contact property in HubSpot. This allows you to focus on specific groups and organize your contacts accordingly.
Customer Journeys in HubSpot let you guide contacts through personalized, automated experiences based on their behavior and engagement. You can nurture leads, onboard customers, and re-engage contacts with relevant messaging while tracking performance across each stage.
We will set up customized workflows, integrate multi-account management, leverage lookalike audiences, and configure reporting so your team can optimize journey performance efficiently.
Buyer Intent and Data Enrichment help keep your CRM records accurate and highlight prospects who are most likely to engage. Data Enrichment updates your contact and company records with the latest information, while Buyer Intent tracking surfaces leads showing buying signals.
We will enable enrichment for your contacts and companies, configure Buyer Intent tracking, and integrate the enriched data into your CRM to ensure your team always has up-to-date and actionable insights.
Note: To view more than 20 companies per view, you must have HubSpot credits.
We’ll create a default resubscription email. This will enable contacts who previously opted out of emails to resubscribe themselves if they complete a HubSpot form.
We’ll import the email addresses of contacts who have previously chosen to unsubscribe from all email communications in an opt-out list. Importing this list won’t add these contacts to your database. Instead, it will mark the email addresses on the list as ineligible to receive emails from your account.
We will collaborate closely with your team to craft a compelling and personalized email newsletter template using the HubSpot standard template library using the drag-and-drop feature. These templates ensure that your messages are always professional and customized to your business needs. Additionally, they enhance your communications through personalization tokens. Our team can help you migrate and create email templates from your past CRM tools.
Note: Custom Design will be subject to additional charges.
INSIDEA will help to confirm the validity of email addresses intended for sending emails, even if they aren’t required to be registered as users in HubSpot.
Use forms to gather important information about your visitors and contacts. In HubSpot, you can easily create forms to add to your HubSpot pages or external sites. INSIDEA will assist replace your existing website forms with HubSpot forms or create new ones from scratch, ensuring all data flows directly into your HubSpot account. We will provide an embedded code your developer can easily integrate into your website’s backend. This code will enable seamless data transfer directly into HubSpot, streamlining your data collection process.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as sending marketing emails, enrolling contacts in workflows, filtering lists for reports, creating targeted ad audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
The Conversations Inbox is a centralized location within your HubSpot account where you can view and manage messages from all connected channels, including live chat, chatbot, support emails, and support forms. This feature helps you to handle inquiries and resolve issues with greater clarity and coordination.
Create a chat flow with live chat to connect visitors directly with members of your team. The live chat will appear as a widget on your website pages that visitors can click to start a real-time conversation with someone on your team. Our team will integrate HubSpot’s Live Chat into your website which can enable you to respond to your customer inquiries and concerns in real-time, right from your digital doorstep.
Automation workflows are like your personal assistants in the digital world. Create a workflow to automate your business processes and make your team more efficient. INSIDEA offers simple workflow templates, easy implementation of drip campaigns, and nurture flows to automate,streamline and organize tasks, processes, and procedures.
Connect your social media accounts to HubSpot to start creating and publishing social posts, and tracking social media engagements in HubSpot.We’re here to guide and support you through the setup process, offering step-by-step instructions and personalized assistance.
HubSpot offers a scoring feature that allows us to prioritize leads that closely match your business’s target audience.INSIDEA can assist you build and automate lead assignment criteria to ensure each lead is assigned to the suitable owner.
HubSpot Custom Objects extend beyond standard CRM categories, enabling you to create, track, and manage data specific to your operations—be it subscriptions, projects, or any niche entity. INSIDEA offers to develop up to one unique custom object that cater to the specific needs of your business. We will carefully define the essential properties for each custom object and set up all the required associations.
We help your team leverage HubSpot’s AI Agents to automate tasks like customer support, lead generation, and content creation. Our focus is on template-based AI Agents or Assistants, ensuring proven, reliable setups that are quick to implement. Our team will configure the AI Agents, integrate them into your existing workflows, and guide your team on how to use them effectively to enhance efficiency and productivity.
Note:
– Customer Agent to be scoped out separately.
– These agents and assistants are currently in beta and don’t use credits. In the future, they may require HubSpot credits.
Setting up marketing reporting and dashboards enables to track and analyze performance effectively. It helps to visualize key metrics, identify trends, and make data-driven decisions to optimize your marketing efforts. INSIDEA will help you create a marketing-focused dashboard to track marketing activities across various channels and social media accounts, along with website analytics and performance metrics. We can even help analyze the lead flow and how marketing campaigns are performing.
We will organize a training session to ensure that everyone has the necessary skills and knowledge to use the platform effectively. In addition, we will have a project sign-off call to review the completed work, address any remaining concerns, and obtain formal approval to conclude the project.
Note: Two training session will be included during the onboarding session. Additional training sessions, if required, will be charged at $250 per session separately.
We help your team leverage HubSpot’s AI Agents to automate tasks like customer support, lead generation, and content creation. Our focus is on template-based AI Agents or Assistants, ensuring proven, reliable setups that are quick to implement. Our team will configure the AI Agents, integrate them into your existing workflows, and guide your team on how to use them effectively to enhance efficiency and productivity.
Note:
– Customer Agent to be scoped out separately.
– These agents and assistants are currently in beta and don’t use credits. In the future, they may require HubSpot credits.
We’ll help you set up behavior-based lead tracking in HubSpot to identify which prospects are most likely to convert. By monitoring actions like page views, downloads, and email engagement, HubSpot assigns scores and triggers workflows to show where each lead is in their journey. This allows your team to segment contacts and deliver personalized content that drives conversions.
HubSpot can aggregate marketing events from certain connected apps, so you can have a consistent overview of your marketing events. You can also manually associate contacts with your marketing event through an import. Once you’ve created marketing events in your HubSpot account, you can edit and analyze them, and create custom properties for the events.
CTAs (Call-to-Actions) serve as key conversion tools designed to engage website visitors and drive them toward taking desired actions, such as filling out forms or scheduling calls. Pop-up CTAs can be highly effective in capturing attention: the banner is a fixed, visible strip either at the top or bottom of a page that stays in place while visitors scroll, ensuring ongoing visibility. Pop-up boxes are set to appear at specific times or triggers, prompting action at optimal moments, and slide-in CTAs enter from a corner of the screen, subtly drawing attention without being intrusive. For more direct engagement, embedded CTAs are placed within the content of your website or email, guiding users to targeted landing pages.
Starting At
During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities.
Our team follows up to review the project’s deliverables and outlines the information and permissions needed to proceed.
Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply.
Please review our checklist to prepare yourself.
Import File Checklist
Import List Format
Note: Please provide the import list in the format outlined above.
We will seamlessly connect your email and calendar, ensuring a cohesive and synchronized experience. This integration aims to improve efficiency, allowing you to manage your communication and schedule seamlessly within a unified platform.
The HubSpot App Marketplace is a versatile platform that allows you to explore and integrate essential tools directly with your HubSpot account, tailored to your business requirements. During the onboarding process, only the native apps and features specified in the document will be included.
HubSpot Native Apps Integration
Note:
1. Only the native apps and features listed in this sheet will be included during the onboarding duration. Anything beyond this will be scoped out and charged separately.
2. Any type of CRMs Integration/ Migration will be scoped out separately.
The account time zone setting localizes several of your HubSpot tools, including when your scheduled emails send, when scheduled social media content posts, and date and time information for your analytics.
Super Admins and users with Add and edit users permissions in your HubSpot account can change a user’s permissions.
Every HubSpot account has a unique tracking code for monitoring website visits via cookies. We will set up your default domain and install this tracking code on any non-HubSpot pages to track the analytics.
We will add logo, favicon, and default brand colors in your account settings to align with your company’s branding and style guidelines, ensuring consistency across all HubSpot tools.
HubSpot has a set of features that can be turned on in the portal to help enforce GDPR compliance. These features add functionality to help you comply, but they don’t automatically make your processes compliant, so it’s important to consult your legal team for specific instructions on what you should be doing.
Linking your email sending domain to HubSpot grants HubSpot authorization to send emails on your behalf through DKIM (Domain Keys Identified Mail) email authentication. Authenticating your domain with HubSpot ensures that your emails appear more legitimate to email servers. You have the flexibility to connect multiple domains if necessary.
Subdomains are often used to host content in a separate location from your main website. For instance, email.insidea.com. We will link your subdomains to HubSpot, allowing you to create HubSpot-hosted landing pages, blogs, and the web version of your sales emails.
Properties are fields that store information on HubSpot records. For example, you can use the City company property to specify where companies are located. There are default properties included for each object, but you can create custom properties to store unique data for your business. Our team will guide you in mapping/creating your custom properties.
Setting up your sales process is like laying the foundation for your sales success. Our team will work together to understand and map your sales goals and workflows, then configure HubSpot including lead qualification, deal stages, and follow-ups.
After connecting your domain to HubSpot or installing the HubSpot tracking code on your external site, the next step is to exclude traffic from your site analytics, such as internal traffic, referrer domains, and bots .Filtering out IP addresses is like setting up a digital bouncer for your website. It helps ensure that only the right visitors get access to your valuable content and resources.
Our team will assist you in setting up a phone number in HubSpot, allowing you to make calls directly from your CRM. This will track call activities, outcomes, and other important analytics, enable to take better decision
Users in Professional and Enterprise accounts can customize the default HubSpot score contact property to qualify leads based on custom criteria. You can also create custom score properties for your contacts, companies, and deals. Lead scoring allows you to prioritize leads based on their likelihood to convert, helping your team focus on the most promising opportunities.
Lead routing helps assign leads to the right team members from different parts of the world. It evenly distributes leads among team members, considering their availability in specific time zones. This ensures that leads are reached out to promptly and maximize efficiency.
With HubSpot’s meetings tool, prospects can automatically book a meeting with you or multiple people in your company. If you have an assigned Sales Hub or Service Hub paid seat, you can also create a team scheduling page so contacts can book time with multiple users. Your contacts can access these scheduling pages using a meeting link. If you connect your Gmail or Office 365 calendar, scheduled meetings will sync with your connected calendar so your appointments will always be up-to-date. With the HubSpot extension, all the Emails can be tracked in one place.
Note: Outlook must be hosted on Microsoft 365
Think of deal pipelines as your sales GPS. They give you a clear map of your sales journey, helping you predict how much revenue you’ll generate and spot any obstacles along the way. Deal stages are the steps in your pipeline that signal to your sales team that an opportunity is moving toward the point of closing. INSIDEA will help you map, customise and automate your deal stages
Set up workflows in HubSpot that trigger the creation of a deal when certain criteria are met (e.g., when a contact fills out a specific form). Customize these workflows for different pipelines based on the sales process.
Automation workflows are like your personal assistants in the digital world. Create a workflow to automate your business processes and make your team more efficient. Set enrollment criteria to automatically enroll records and take action on your contacts, companies, deals, and quotes. You can also take action on associated records, such as updating an enrolled contact’s associated company. INSIDEA will collaborate with you to create customized workflows centreed around optimizing your Sales Hub Pro setup.
Keep track of your to-do list in HubSpot by creating tasks. You can create tasks as reminders associated with specific records. You can also automate tasks based on deal stages. INSIDEA will help you create your task automations.
Snippets are short, reusable text blocks that can be used on contact, company, deal and ticket records, in email templates, in chat conversations, and when logging activity or note. INSIDEA helps you in setting up snippets that allow users to create and store reusable blocks of text or HTML which can be quickly inserted into emails, forms, or other content within HubSpot. This helps save time by eliminating the need to repeatedly type out commonly used phrases or information.
Within this phase, we will collaborate closely with your sales and marketing teams to craft compelling and personalized email templates. These templates will align with your brand voice, cater to various stages of the sales funnel, and incorporate best practices for higher open and response rates. The goal is to streamline communication and enhance the effectiveness of your email outreach efforts.
Creating sequences in HubSpot allows you to automate and personalize your outreach efforts by setting up a series of follow-up emails and tasks. Sequences help you stay engaged with your contacts without manually sending each email or setting each reminder. We will help you create sequences, customizing the content and timing of each step, and managing your sequences to ensure maximum engagement and efficiency.
With the playbooks tool, you can create interactive content cards displayed in contact, company and deal records. When speaking with prospects and customers, your team can reference these and create standardized notes. To ensure consistency and alignment across your sales team, INSIDEA will develop a comprehensive Sales Playbook. This resource will cover your unique sales process, buyer personas, objection-handling strategies, and best practices for leveraging the HubSpot platform. The Sales Playbook will serve as a valuable resource for onboarding new team members and optimizing the performance of existing ones.
Setting up sales goals involves defining specific targets or objectives for your sales team to achieve within a certain timeframe. These goals can include metrics such as revenue targets, number of new customers acquired, or sales quotas for individual team members. Leveraging forecasting tools allows you to analyze past performance data and market trends to make informed predictions about future sales outcomes. This helps you to set realistic goals and allocate resources effectively to achieve them.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as creating lead scoring lists , enrolling contacts in workflows, filtering lists for reports, creating targeted deal stage audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
We would require the files and assets that the client would like to upload.
Properties are fields that store information on HubSpot records. (For example, you can use the City company property to specify where companies are located.) We will assist with mapping your existing data points to HubSpot default properties and create custom properties as needed.
Create a product library of the goods and services you sell, then associate them with individual deals. With products, you can easily track what you’re selling to your customers. When you associate a product to a deal, invoice, payment link, or quote. It also enhances analytics, allowing you to identify top-selling products and their generated revenue. INSIDEA will help you add create a product libarary.
Note: Custom quote development will be subject to additional charges.
With the HubSpot payments tool, you can collect one-time and recurring payments from customers in your CRM using invoices, payment links, and quotes. Our team will help you configure HubSpot Payments that easily process payments directly through your HubSpot account, streamlining the sales process and providing a seamless experience to your customers.
HubSpot’s Dashboard and Reporting provides comprehensive tracking of key performance indicators and metrics vital to your sales operations, from sales team efficiency to deal stage funnel reports. Our team will help you create a sales-focused dashboard that showcases your sales team’s performance, sales funnel, and conversion metrics. We can analyze the flow of leads to understand the ratio at which deals are successfully closed.
We will organize a training session to ensure that everyone has the necessary skills and knowledge to use the platform effectively. In addition, we will have a project sign-off call to review the completed work, address any remaining concerns, and obtain formal approval to conclude the project.
Note: Only one training session will be included during the onboarding session. Additional training sessions, if required, will be charged at $250 per session separately.
Starting At
During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities.
Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.
Routing in HubSpot helps tickets automatically reach the right team members, reducing delays and improving response times. Our team will set up user skills, define ticket limits, and configure assignment rules so your support operations run smoothly and efficiently.
Note: Only available with Service Hub Enterprise plan
We streamline your publishing process by putting the right approval checks in place. Using HubSpot’s Content Approval feature, we’ll select which content needs review, assign approvers, and configure the workflow so your team can publish with confidence.
Note: Only available with Enterprise plan
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply.
Please review our checklist to prepare yourself.
Note: Please provide the import list in the format outlined above.
Properties are fields that store information on HubSpot records. For example, you can use the City company property to specify where companies are located. There are default properties included for each object, but you can create custom properties to store unique data for your business. Our team will guide you in mapping/creating your custom properties.
We will seamlessly connect your email and calendar, ensuring a cohesive and synchronized experience. This integration aims to improve efficiency, allowing you to manage your communication and schedule seamlessly within a unified platform.
The HubSpot App Marketplace is a platform where you can search for and integrate the necessary tools for your business with your HubSpot account. With over 1,000 integrations available, the HubSpot Marketplace covers various apps, tools, and platforms in the marketing hub If you let us know which apps you are currently using, we will integrate them for you.
HubSpot Native Apps Integration
Note:
1. Only the native apps and features listed in this sheet will be included during the onboarding duration. Anything beyond this will be scoped out and charged separately.
2. Any type of CRMs Integration/ Migration will be scoped out separately.
The account time zone setting localizes several of your HubSpot tools, including when your scheduled emails send, when scheduled social media content posts, and date and time information for your analytics.
Super Admins and users with Add and edit users permissions in your HubSpot account can change a user’s permissions.
Every HubSpot account has a unique tracking code for monitoring website visits via cookies. We will set up your default domain and install this tracking code on any non-HubSpot pages to track the analytics.
We will add logo, favicon, and default brand colors in your account settings to align with your company’s branding and style guidelines, ensuring consistency across all HubSpot tools.
HubSpot has a set of features that can be turned on in the portal to help enforce GDPR compliance. These features add functionality to help you comply, but they don’t automatically make your processes compliant, so it’s important to consult your legal team for specific instructions on what you should be doing.
Linking your email sending domain to HubSpot grants HubSpot authorization to send emails on your behalf through DKIM (Domain Keys Identified Mail) email authentication. Authenticating your domain with HubSpot ensures that your emails appear more legitimate to email servers. You have the flexibility to connect multiple domains if necessary.
Subdomains are often used to host content in a separate location from your main website. For instance, email.insidea.com. We will link your subdomains to HubSpot, allowing you to create HubSpot-hosted landing pages, blogs, and the web version of your sales emails.
The HubSpot to GPT Connector allows your team to generate content, summarize notes, draft emails, and analyze data without leaving HubSpot. By connecting GPT with your CRM, users can streamline workflows, reduce manual effort, and enhance productivity with AI-driven insights and automation.
We will handle the setup and configuration, ensure secure integration, and guide your team on using GPT effectively within HubSpot to support sales, marketing, and service operations.
Note: You should have GPT Pro plan or above to setup the connection.
Setting up your sales process is like laying the foundation for your sales success. Our team will work together to understand and map your sales goals and workflows, then configure HubSpot including lead qualification, deal stages, and follow-ups.
After connecting your domain to HubSpot or installing the HubSpot tracking code on your external site, the next step is to exclude traffic from your site analytics, such as internal traffic, referrer domains, and bots. Filtering out IP addresses is like setting up a digital bouncer for your website. It helps ensure that only the right visitors get access to your valuable content and resources.
Our team will assist you in setting up a phone number in HubSpot, allowing you to make calls directly from your CRM. This will track call activities, outcomes, and other important analytics, enable to take better decision
Lead routing helps assign leads to the right team members from different parts of the world. It evenly distributes leads among team members, considering their availability in specific time zones. This ensures that leads are reached out to promptly and maximize efficiency.
Leads Object serves as a critical component for tracking and managing prospective customers throughout the sales funnel. HubSpot’s automation tools further enhance lead management by automating follow-up tasks, assigning leads to sales reps, and triggering personalized email sequences based on specific criteria. By centralizing lead data, HubSpot allows for a streamlined process that improves lead conversion rates, reduces manual tasks, and ultimately accelerates sales cycles, ensuring that sales efforts are focused on high-potential prospects.
With HubSpot’s meetings tool, prospects can automatically book a meeting with you or multiple people in your company. If you have an assigned Sales Hub or Service Hub paid seat, you can also create a team scheduling page so contacts can book time with multiple users. Your contacts can access these scheduling pages using a meeting link. If you connect your Gmail or Office 365 calendar, scheduled meetings will sync with your connected calendar so your appointments will always be up-to-date. With the HubSpot extension, all the Emails can be tracked in one place.
Note: Outlook must be hosted on Microsoft 365
Think of deal pipelines as your sales GPS. They give you a clear map of your sales journey, helping you predict how much revenue you’ll generate and spot any obstacles along the way. Deal stages are the steps in your pipeline that signal to your sales team that an opportunity is moving toward the point of closing. INSIDEA will help you map, customise and automate your deal stages
Set up workflows in HubSpot that trigger the creation of a deal when certain criteria are met (e.g., when a contact fills out a specific form). Customize these workflows for different pipelines based on the sales process.
Automation workflows are like your personal assistants in the digital world. Create a workflow to automate your business processes and make your team more efficient. Set enrollment criteria to automatically enroll records and take action on your contacts, companies, deals, and quotes. You can also take action on associated records, such as updating an enrolled contact’s associated company. INSIDEA will collaborate with you to create customized workflows centreed around optimizing your Sales Hub Pro setup.
Keep track of your to-do list in HubSpot by creating tasks. You can create tasks as reminders associated with specific records. You can also automate tasks based on deal stages. INSIDEA will help you create your task automations.
Within this phase, we will collaborate closely with your sales and marketing teams to craft compelling and personalized email templates. These templates will align with your brand voice, cater to various stages of the sales funnel, and incorporate best practices for higher open and response rates. The goal is to streamline communication and enhance the effectiveness of your email outreach efforts.
Creating sequences in HubSpot allows you to automate and personalize your outreach efforts by setting up a series of follow-up emails and tasks. Sequences help you stay engaged with your contacts without manually sending each email or setting each reminder. We will help you create sequences, customizing the content and timing of each step, and managing your sequences to ensure maximum engagement and efficiency.
With the playbooks tool, you can create interactive content cards displayed in contact, company and deal records. When speaking with prospects and customers, your team can reference these and create standardized notes. To ensure consistency and alignment across your sales team, INSIDEA will develop a comprehensive Sales Playbook. This resource will cover your unique sales process, buyer personas, objection-handling strategies, and best practices for leveraging the HubSpot platform. The Sales Playbook will serve as a valuable resource for onboarding new team members and optimizing the performance of existing ones.
Setting up sales goals involves defining specific targets or objectives for your sales team to achieve within a certain timeframe. These goals can include metrics such as revenue targets, number of new customers acquired, or sales quotas for individual team members. Leveraging forecasting tools allows you to analyze past performance data and market trends to make informed predictions about future sales outcomes. This helps you to set realistic goals and allocate resources effectively to achieve them.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as creating lead scoring lists , enrolling contacts in workflows, filtering lists for reports, creating targeted deal stage audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
Buyer Intent and Data Enrichment help keep your CRM records accurate and highlight prospects who are most likely to engage. Data Enrichment updates your contact and company records with the latest information, while Buyer Intent tracking surfaces leads showing buying signals.
We will enable enrichment for your contacts and companies, configure Buyer Intent tracking, and integrate the enriched data into your CRM to ensure your team always has up-to-date and actionable insights.
Note: To view more than 20 companies per view, you must have HubSpot credits.
We help your team leverage HubSpot’s AI Agents to automate tasks like customer support, lead generation, and content creation. Our focus is on template-based AI Agents or Assistants, ensuring proven, reliable setups that are quick to implement. Our team will configure the AI Agents, integrate them into your existing workflows, and guide your team on how to use them effectively to enhance efficiency and productivity.
Note:
– Customer Agent to be scoped out separately.
– These agents and assistants are currently in beta and don’t use credits. In the future, they may require HubSpot credits.
HubSpot’s Sales Meeting Notetaker acts like a personal assistant in every meeting. It automatically captures notes, allowing your team to stay focused on the conversation. We’ll handle the setup and guide your team on how to use it effectively for smoother, more productive meetings.
Note: Sales seat required, credits will be required in future.
HubSpot’s Dashboard and Reporting provides comprehensive tracking of key performance indicators and metrics vital to your sales operations, from sales team efficiency to deal stage funnel reports. Our team will help you create a sales-focused dashboard that showcases your sales team’s performance, sales funnel, and conversion metrics. We can analyze the flow of leads to understand the ratio at which deals are successfully closed.
We’ll help you align sales efforts with high-value accounts by setting up custom views, account properties, and activity alerts. With account-based reporting, you’ll gain insights into engagement and pipeline progress to drive smarter outreach and decisions.
We will organize a training session to ensure that everyone has the necessary skills and knowledge to use the platform effectively. In addition, we will have a project sign-off call to review the completed work, address any remaining concerns, and obtain formal approval to conclude the project.
Note: Only one training session will be included during the onboarding session. Additional training sessions, if required, will be charged at $250 per session separately.
Properties are fields that store information on HubSpot records. (For example, you can use the City company property to specify where companies are located.) We will assist with mapping your existing data points to HubSpot default properties and create custom properties as needed.
Create a product library of the goods and services you sell, then associate them with individual deals. With products, you can easily track what you’re selling to your customers. When you associate a product to a deal, invoice, payment link, or quote. It also enhances analytics, allowing you to identify top-selling products and their generated revenue. INSIDEA will help you add create a product libarary.
Note: Custom quote development will be subject to additional charges.
With the HubSpot payments tool, you can collect one-time and recurring payments from customers in your CRM using invoices, payment links, and quotes. Our team will help you configure HubSpot Payments that easily process payments directly through your HubSpot account, streamlining the sales process and providing a seamless experience to your customers.
Starting At
During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities.
Our team follows up to review the project’s deliverables and outlines the information and permissions needed to proceed.
Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply.
Please review our checklist to prepare yourself.
Import File Checklist
Import List Format
Note: Please provide the import list in the format outlined above.
We will seamlessly connect your email and calendar, ensuring a cohesive and synchronized experience. This integration aims to improve efficiency, allowing you to manage your communication and schedule seamlessly within a unified platform.
The HubSpot App Marketplace is a versatile platform that allows you to explore and integrate essential tools directly with your HubSpot account, tailored to your business requirements. During the onboarding process, only the native apps and features specified in the document will be included.
HubSpot Native Apps Integration
Note:
1. Only the native apps and features listed in this sheet will be included during the onboarding duration. Anything beyond this will be scoped out and charged separately.
2. Any type of CRMs Integration/ Migration will be scoped out separately.
The account time zone setting localizes several of your HubSpot tools, including when your scheduled emails send, when scheduled social media content posts, and date and time information for your analytics.
Super Admins and users with Add and edit users permissions in your HubSpot account can change a user’s permissions.
Every HubSpot account has a unique tracking code for monitoring website visits via cookies. We will set up your default domain and install this tracking code on any non-HubSpot pages to track the analytics.
We will add logo, favicon, and default brand colors in your account settings to align with your company’s branding and style guidelines, ensuring consistency across all HubSpot tools.
HubSpot has a set of features that can be turned on in the portal to help enforce GDPR compliance. These features add functionality to help you comply, but they don’t automatically make your processes compliant, so it’s important to consult your legal team for specific instructions on what you should be doing.
Linking your email sending domain to HubSpot grants HubSpot authorization to send emails on your behalf through DKIM (Domain Keys Identified Mail) email authentication. Authenticating your domain with HubSpot ensures that your emails appear more legitimate to email servers. You have the flexibility to connect multiple domains if necessary.
Subdomains are often used to host content in a separate location from your main website. For instance, email.insidea.com. We will link your subdomains to HubSpot, allowing you to create HubSpot-hosted landing pages, blogs, and the web version of your sales emails.
Properties are fields that store information on HubSpot records. For example, you can use the City company property to specify where companies are located. There are default properties included for each object, but you can create custom properties to store unique data for your business. Our team will guide you in mapping/creating your custom properties.
Our team will assist you in setting up a phone number in HubSpot, allowing you to make calls directly from your CRM. This will track call activities, outcomes, and other important analytics, enable to take better decision
Users in Professional and Enterprise accounts can customize the default HubSpot score contact property to qualify leads based on custom criteria. You can also create custom score properties for your contacts, companies, and deals. Lead scoring allows you to prioritize leads based on their likelihood to convert, helping your team focus on the most promising opportunities.
Lead routing helps assign leads to the right team members from different parts of the world. It evenly distributes leads among team members, considering their availability in specific time zones. This ensures that leads are reached out to promptly and maximize efficiency.
With HubSpot’s meetings tool, prospects can automatically book a meeting with you or multiple people in your company. If you have an assigned Sales Hub or Service Hub paid seat, you can also create a team scheduling page so contacts can book time with multiple users. Your contacts can access these scheduling pages using a meeting link. If you connect your Gmail or Office 365 calendar, scheduled meetings will sync with your connected calendar so your appointments will always be up-to-date. With the HubSpot extension, all the Emails can be tracked in one place.
Note: Outlook must be hosted on Microsoft 365
Set up workflows in HubSpot that trigger the creation of a deal when certain criteria are met (e.g., when a contact fills out a specific form). Customize these workflows for different pipelines based on the sales process.
Automation workflows are like your personal assistants in the digital world. Create a workflow to automate your business processes and make your team more efficient. Set enrollment criteria to automatically enroll records and take action on your contacts, companies, deals, and quotes. You can also take action on associated records, such as updating an enrolled contact’s associated company. INSIDEA will collaborate with you to create customized workflows centreed around optimizing your Sales Hub Pro setup.
Keep track of your to-do list in HubSpot by creating tasks. You can create tasks as reminders associated with specific records. You can also automate tasks based on deal stages. INSIDEA will help you create your task automations
Snippets are short, reusable text blocks that can be used on contact, company, deal and ticket records, in email templates, in chat conversations, and when logging activity or note. INSIDEA helps you in setting up snippets that allow users to create and store reusable blocks of text or HTML which can be quickly inserted into emails, forms, or other content within HubSpot. This helps save time by eliminating the need to repeatedly type out commonly used phrases or information.
Within this phase, we will collaborate closely with your sales and marketing teams to craft compelling and personalized email templates. These templates will align with your brand voice, cater to various stages of the sales funnel, and incorporate best practices for higher open and response rates. The goal is to streamline communication and enhance the effectiveness of your email outreach efforts.
“Creating sequences in HubSpot allows you to automate and personalize your outreach efforts by setting up a series of follow-up emails and tasks. Sequences help you stay engaged with your contacts without manually sending each email or setting each reminder. We will help you create sequences, customizing the content and timing of each step, and managing your sequences to ensure maximum engagement and efficiency
With the playbooks tool, you can create interactive content cards displayed in contact, company and deal records. When speaking with prospects and customers, your team can reference these and create standardized notes. To ensure consistency and alignment across your sales team, INSIDEA will develop a comprehensive Sales Playbook. This resource will cover your unique sales process, buyer personas, objection-handling strategies, and best practices for leveraging the HubSpot platform. The Sales Playbook will serve as a valuable resource for onboarding new team members and optimizing the performance of existing ones.
Setting up sales goals involves defining specific targets or objectives for your sales team to achieve within a certain timeframe. These goals can include metrics such as revenue targets, number of new customers acquired, or sales quotas for individual team members. Leveraging forecasting tools allows you to analyze past performance data and market trends to make informed predictions about future sales outcomes. This helps you to set realistic goals and allocate resources effectively to achieve them.
We would require the files and assets that the client would like to upload.
Properties are fields that store information on HubSpot records. (For example, you can use the City company property to specify where companies are located.) We will assist with mapping your existing data points to HubSpot default properties and create custom properties as needed.
Create a product library of the goods and services you sell, then associate them with individual deals. With products, you can easily track what you’re selling to your customers. When you associate a product to a deal, invoice, payment link, or quote. It also enhances analytics, allowing you to identify top-selling products and their generated revenue. INSIDEA will help you add create a product libarary.
Note: Custom quote development will be subject to additional charges.
With the HubSpot payments tool, you can collect one-time and recurring payments from customers in your CRM using invoices, payment links, and quotes. Our team will help you configure HubSpot Payments that easily process payments directly through your HubSpot account, streamlining the sales process and providing a seamless experience to your customers.
HubSpot Custom Objects extend beyond standard CRM categories, enabling you to create, track, and manage data specific to your operations—be it subscriptions, projects, or any niche entity. INSIDEA offers to develop up to one unique custom object that cater to the specific needs of your business. We will carefully define the essential properties for each custom object and set up all the required associations.
During the migration process, we will focus on preserving and migrating parent/child relationships between records. This meticulous transfer ensures that the hierarchical structure of your data is maintained accurately within the HubSpot platform. Data integrity and completeness will be prioritized to facilitate a smooth transition and avoid disruptions to your sales operations.
HubSpot’s Dashboard and Reporting provides comprehensive tracking of key performance indicators and metrics vital to your sales operations, from sales team efficiency to deal stage funnel reports. Our team will help you create a sales-focused dashboard that showcases your sales team’s performance, sales funnel, and conversion metrics. We can analyze the flow of leads to understand the ratio at which deals are successfully closed.
We will organize a training session to ensure that everyone has the necessary skills and knowledge to use the platform effectively. In addition, we will have a project sign-off call to review the completed work, address any remaining concerns, and obtain formal approval to conclude the project.
Note: Two training session will be included during the onboarding session. Additional training sessions, if required, will be charged at $250 per session separately.
Starting At
During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities.
Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.
Routing in HubSpot helps tickets automatically reach the right team members, reducing delays and improving response times. Our team will set up user skills, define ticket limits, and configure assignment rules so your support operations run smoothly and efficiently.
Note: Only available with Service Hub Enterprise plan
We streamline your publishing process by putting the right approval checks in place. Using HubSpot’s Content Approval feature, we’ll select which content needs review, assign approvers, and configure the workflow so your team can publish with confidence.
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply.
Please review our checklist to prepare yourself.
Note: Please provide the import list in the format outlined above.
Properties are fields that store information on HubSpot records. For example, you can use the City company property to specify where companies are located. There are default properties included for each object, but you can create custom properties to store unique data for your business. Our team will guide you in mapping/creating your custom properties.
We will seamlessly connect your email and calendar, ensuring a cohesive and synchronized experience. This integration aims to improve efficiency, allowing you to manage your communication and schedule seamlessly within a unified platform.
The HubSpot App Marketplace is a platform where you can search for and integrate the necessary tools for your business with your HubSpot account. With over 1,000 integrations available, the HubSpot Marketplace covers various apps, tools, and platforms in the marketing hub If you let us know which apps you are currently using, we will integrate them for you.
HubSpot Native Apps Integration
Note:
1. Only the native apps and features listed in this sheet will be included during the onboarding duration. Anything beyond this will be scoped out and charged separately.
2. Any type of CRMs Integration/ Migration will be scoped out separately.
The account time zone setting localizes several of your HubSpot tools, including when your scheduled emails send, when scheduled social media content posts, and date and time information for your analytics.
Super Admins and users with Add and edit users permissions in your HubSpot account can change a user’s permissions.
Every HubSpot account has a unique tracking code for monitoring website visits via cookies. We will set up your default domain and install this tracking code on any non-HubSpot pages to track the analytics.
We will add logo, favicon, and default brand colors in your account settings to align with your company’s branding and style guidelines, ensuring consistency across all HubSpot tools.
HubSpot has a set of features that can be turned on in the portal to help enforce GDPR compliance. These features add functionality to help you comply, but they don’t automatically make your processes compliant, so it’s important to consult your legal team for specific instructions on what you should be doing.
Linking your email sending domain to HubSpot grants HubSpot authorization to send emails on your behalf through DKIM (Domain Keys Identified Mail) email authentication. Authenticating your domain with HubSpot ensures that your emails appear more legitimate to email servers. You have the flexibility to connect multiple domains if necessary.
Subdomains are often used to host content in a separate location from your main website. For instance, email.insidea.com. We will link your subdomains to HubSpot, allowing you to create HubSpot-hosted landing pages, blogs, and the web version of your sales emails.
The HubSpot to GPT Connector allows your team to generate content, summarize notes, draft emails, and analyze data without leaving HubSpot. By connecting GPT with your CRM, users can streamline workflows, reduce manual effort, and enhance productivity with AI-driven insights and automation.
We will handle the setup and configuration, ensure secure integration, and guide your team on using GPT effectively within HubSpot to support sales, marketing, and service operations.
Note: You should have GPT Pro plan or above to setup the connection.
Setting up your sales process is like laying the foundation for your sales success. Our team will work together to understand and map your sales goals and workflows, then configure HubSpot including lead qualification, deal stages, and follow-ups.
Our team will assist you in setting up a phone number in HubSpot, allowing you to make calls directly from your CRM. This will track call activities, outcomes, and other important analytics, enable to take better decision
Lead routing helps assign leads to the right team members from different parts of the world. It evenly distributes leads among team members, considering their availability in specific time zones. This ensures that leads are reached out to promptly and maximize efficiency.
Leads Object serves as a critical component for tracking and managing prospective customers throughout the sales funnel. HubSpot’s automation tools further enhance lead management by automating follow-up tasks, assigning leads to sales reps, and triggering personalized email sequences based on specific criteria. By centralizing lead data, HubSpot allows for a streamlined process that improves lead conversion rates, reduces manual tasks, and ultimately accelerates sales cycles, ensuring that sales efforts are focused on high-potential prospects.
With HubSpot’s meetings tool, prospects can automatically book a meeting with you or multiple people in your company. If you have an assigned Sales Hub or Service Hub paid seat, you can also create a team scheduling page so contacts can book time with multiple users. Your contacts can access these scheduling pages using a meeting link. If you connect your Gmail or Office 365 calendar, scheduled meetings will sync with your connected calendar so your appointments will always be up-to-date. With the HubSpot extension, all the Emails can be tracked in one place.
Note: Outlook must be hosted on Microsoft 365
Think of deal pipelines as your sales GPS. They give you a clear map of your sales journey, helping you predict how much revenue you’ll generate and spot any obstacles along the way. Deal stages are the steps in your pipeline that signal to your sales team that an opportunity is moving toward the point of closing. INSIDEA will help you map, customise and automate your deal stages
Set up workflows in HubSpot that trigger the creation of a deal when certain criteria are met (e.g., when a contact fills out a specific form). Customize these workflows for different pipelines based on the sales process.
Automation workflows are like your personal assistants in the digital world. Create a workflow to automate your business processes and make your team more efficient. Set enrollment criteria to automatically enroll records and take action on your contacts, companies, deals, and quotes. You can also take action on associated records, such as updating an enrolled contact’s associated company. INSIDEA will collaborate with you to create customized workflows centreed around optimizing your Sales Hub Pro setup.
Keep track of your to-do list in HubSpot by creating tasks. You can create tasks as reminders associated with specific records. You can also automate tasks based on deal stages. INSIDEA will help you create your task automations
Within this phase, we will collaborate closely with your sales and marketing teams to craft compelling and personalized email templates. These templates will align with your brand voice, cater to various stages of the sales funnel, and incorporate best practices for higher open and response rates. The goal is to streamline communication and enhance the effectiveness of your email outreach efforts.
Creating sequences in HubSpot allows you to automate and personalize your outreach efforts by setting up a series of follow-up emails and tasks. Sequences help you stay engaged with your contacts without manually sending each email or setting each reminder. We will help you create sequences, customizing the content and timing of each step, and managing your sequences to ensure maximum engagement and efficiency”
With the playbooks tool, you can create interactive content cards displayed in contact, company and deal records. When speaking with prospects and customers, your team can reference these and create standardized notes. To ensure consistency and alignment across your sales team, INSIDEA will develop a comprehensive Sales Playbook. This resource will cover your unique sales process, buyer personas, objection-handling strategies, and best practices for leveraging the HubSpot platform. The Sales Playbook will serve as a valuable resource for onboarding new team members and optimizing the performance of existing ones.
Setting up sales goals involves defining specific targets or objectives for your sales team to achieve within a certain timeframe. These goals can include metrics such as revenue targets, number of new customers acquired, or sales quotas for individual team members. Leveraging forecasting tools allows you to analyze past performance data and market trends to make informed predictions about future sales outcomes. This helps you to set realistic goals and allocate resources effectively to achieve them.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as creating lead scoring lists , enrolling contacts in workflows, filtering lists for reports, creating targeted deal stage audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
Buyer Intent and Data Enrichment help keep your CRM records accurate and highlight prospects who are most likely to engage. Data Enrichment updates your contact and company records with the latest information, while Buyer Intent tracking surfaces leads showing buying signals.
We will enable enrichment for your contacts and companies, configure Buyer Intent tracking, and integrate the enriched data into your CRM to ensure your team always has up-to-date and actionable insights.
Note: To view more than 20 companies per view, you must have HubSpot credits.
We help your team leverage HubSpot’s AI Agents to automate tasks like customer support, lead generation, and content creation. Our focus is on template-based AI Agents or Assistants, ensuring proven, reliable setups that are quick to implement. Our team will configure the AI Agents, integrate them into your existing workflows, and guide your team on how to use them effectively to enhance efficiency and productivity.
Note:
– Customer Agent to be scoped out separately.
– These agents and assistants are currently in beta and don’t use credits. In the future, they may require HubSpot credits.
HubSpot’s Sales Meeting Notetaker acts like a personal assistant in every meeting. It automatically captures notes, allowing your team to stay focused on the conversation. We’ll handle the setup and guide your team on how to use it effectively for smoother, more productive meetings.
Note: Sales seat required, credits will be required in future.
HubSpot Custom Objects extend beyond standard CRM categories, enabling you to create, track, and manage data specific to your operations—be it subscriptions, projects, or any niche entity. INSIDEA offers to develop up to one unique custom object that cater to the specific needs of your business. We will carefully define the essential properties for each custom object and set up all the required associations.
During the migration process, we will focus on preserving and migrating parent/child relationships between records. This meticulous transfer ensures that the hierarchical structure of your data is maintained accurately within the HubSpot platform. Data integrity and completeness will be prioritized to facilitate a smooth transition and avoid disruptions to your sales operations.
HubSpot’s Dashboard and Reporting provides comprehensive tracking of key performance indicators and metrics vital to your sales operations, from sales team efficiency to deal stage funnel reports. Our team will help you create a sales-focused dashboard that showcases your sales team’s performance, sales funnel, and conversion metrics. We can analyze the flow of leads to understand the ratio at which deals are successfully closed.
We’ll help you align sales efforts with high-value accounts by setting up custom views, account properties, and activity alerts. With account-based reporting, you’ll gain insights into engagement and pipeline progress to drive smarter outreach and decisions.
We will organize a training session to ensure that everyone has the necessary skills and knowledge to use the platform effectively. In addition, we will have a project sign-off call to review the completed work, address any remaining concerns, and obtain formal approval to conclude the project.
Note: Two training session will be included during the onboarding session. Additional training sessions, if required, will be charged at $250 per session separately.
Properties are fields that store information on HubSpot records. (For example, you can use the City company property to specify where companies are located.) We will assist with mapping your existing data points to HubSpot default properties and create custom properties as needed.
Create a product library of the goods and services you sell, then associate them with individual deals. With products, you can easily track what you’re selling to your customers. When you associate a product to a deal, invoice, payment link, or quote. It also enhances analytics, allowing you to identify top-selling products and their generated revenue. INSIDEA will help you add create a product library.
Note: Custom quote development will be subject to additional charges.
With the HubSpot payments tool, you can collect one-time and recurring payments from customers in your CRM using invoices, payment links, and quotes. Our team will help you configure HubSpot Payments that easily process payments directly through your HubSpot account, streamlining the sales process and providing a seamless experience to your customers.
Starting At
During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities.
Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.
Routing in HubSpot helps tickets automatically reach the right team members, reducing delays and improving response times. Our team will set up user skills, define ticket limits, and configure assignment rules so your support operations run smoothly and efficiently.
We streamline your publishing process by putting the right approval checks in place. Using HubSpot’s Content Approval feature, we’ll select which content needs review, assign approvers, and configure the workflow so your team can publish with confidence.
Note: Only available with Enterprise plan
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply.
Please review our checklist to prepare yourself.
Note: Please provide the import list in the format outlined above.
Properties are fields that store information on HubSpot records. For example, you can use the City company property to specify where companies are located. There are default properties included for each object, but you can create custom properties to store unique data for your business. Our team will guide you in mapping/creating your custom properties.
We will seamlessly connect your email and calendar, ensuring a cohesive and synchronized experience. This integration aims to improve efficiency, allowing you to manage your communication and schedule seamlessly within a unified platform.
The HubSpot App Marketplace is a platform where you can search for and integrate the necessary tools for your business with your HubSpot account. With over 1,000 integrations available, the HubSpot Marketplace covers various apps, tools, and platforms in the marketing hub If you let us know which apps you are currently using, we will integrate them for you.
HubSpot Native Apps Integration
Note:
1. Only the native apps and features listed in this sheet will be included during the onboarding duration. Anything beyond this will be scoped out and charged separately.
2. Any type of CRMs Integration/ Migration will be scoped out separately.
The account time zone setting localizes several of your HubSpot tools, including when your scheduled emails send, when scheduled social media content posts, and date and time information for your analytics.
Super Admins and users with Add and edit users permissions in your HubSpot account can change a user’s permissions.
Every HubSpot account has a unique tracking code for monitoring website visits via cookies. We will set up your default domain and install this tracking code on any non-HubSpot pages to track the analytics.
We will add logo, favicon, and default brand colors in your account settings to align with your company’s branding and style guidelines, ensuring consistency across all HubSpot tools.
HubSpot has a set of features that can be turned on in the portal to help enforce GDPR compliance. These features add functionality to help you comply, but they don’t automatically make your processes compliant, so it’s important to consult your legal team for specific instructions on what you should be doing.
Linking your email sending domain to HubSpot grants HubSpot authorization to send emails on your behalf through DKIM (Domain Keys Identified Mail) email authentication. Authenticating your domain with HubSpot ensures that your emails appear more legitimate to email servers. You have the flexibility to connect multiple domains if necessary.
Subdomains are often used to host content in a separate location from your main website. For instance, email.insidea.com. We will link your subdomains to HubSpot, allowing you to create HubSpot-hosted landing pages, blogs, and the web version of your sales emails.
The HubSpot to GPT Connector allows your team to generate content, summarize notes, draft emails, and analyze data without leaving HubSpot. By connecting GPT with your CRM, users can streamline workflows, reduce manual effort, and enhance productivity with AI-driven insights and automation.
We will handle the setup and configuration, ensure secure integration, and guide your team on using GPT effectively within HubSpot to support sales, marketing, and service operations.
Note: You should have GPT Pro plan or above to setup the connection.
We will work with you to optimize your service processes within HubSpot, including automating ticket assignments, tracking customer feedback, and improving the overall support experience. This will help you enhance responsiveness, resolve issues faster, and provide a more personalized service.
HubSpot’s ticketing system is a comprehensive solution that allows you to track all customer interactions from beginning to end. With the default Ticketing Pipeline, you can manage customer issues through tickets in a single location. However, we understand that each business is unique, so we can customize pipelines and statuses to match your specific requirements. This ensures that every customer journey is tracked and resolved in a seamless manner.
Our specialized approach ensures that SLA criteria are customized to your business’s unique requirements, focusing on variables such as channels, inboxes, or ticket priorities. This customization empowers your team to meet and exceed customer expectations by establishing clear, achievable benchmarks for response and resolution times.
Set up a centralized support system by integrating all ticket sources under one unified inbox. This allows your team to manage tickets efficiently, track status, respond faster, and maintain SLAs — all while giving complete visibility across your support operations.
Align with Sales and Marketing leaders on hand-off processes and team-led communication channels.
Establish a seamless handoff between your sales and customer service teams.
Enable the setting for a ticket’s status to be updated by one of the default triggers:
An email is sent to a customer: the ticket status will change when a user sends an email to a contact from the ticket record. Emails sent from the contact record will not trigger a ticket status change.
A customer replies to an email: the ticket status will change when a customer replies to the same thread the ticket was created on.
The Conversations Inbox is a centralized location within your HubSpot account where you can view and manage messages from all connected channels, including live chat, chatbot, support emails, and support forms. This feature helps you to handle inquiries and resolve issues with greater clarity and coordination. By triggering conversations into trackable tickets, you can keep track of all your interactions with customers, making it easier to manage messages and provide effective customer support.
Create a chat flow with live chat to connect visitors directly with members of your team. The live chat will appear as a widget on your website pages that visitors can click to start a real-time conversation with someone on your team. Our team will integrate HubSpot’s Live Chat into your website which can enable you to respond to your customer inquiries and concerns in real-time, right from your digital doorstep.
AI-powered agent built in collaboration with Breeze. We’ll help configure your virtual support assistant to answer repetitive queries, surface relevant knowledge base articles, and even trigger workflows — all aimed at reducing load on human agents and boosting response times.
HubSpot Playbooks are interactive guides that provide teams with structured scripts, templates, and resources. They help ensure consistent and effective communication within the HubSpot CRM and standardize and optimize the way service teams interact with customers.
HubSpot Snippets are short, reusable blocks of text that can be easily inserted into emails, chat conversations, and tickets within the HubSpot platform. Snippets are ideal for frequently used responses, greetings, closings, explanations, or any standard information that needs to be communicated regularly to customers that the service team can utilize.
HubSpot Workflows are automation features within the HubSpot platform designed to streamline service processes. They allow you to significantly reduce manual work by automating tasks, emails, and actions based on specific triggers and criteria. This can help you better manage your data, improve operational efficiency, and deliver a better customer experience. By automating repetitive tasks, businesses can focus on more important tasks and provide customers with a seamless and personalized experience.
Task Queues are like dynamic to-do lists that allow users to compile tasks in an ordered manner and work through them systematically, one at a time. This feature can be of great help to service teams that handle customer support issues or manage follow-ups. It enables them to move smoothly from one task to the next in an organized manner.
The Projects object in HubSpot allows you to manage initiatives, track progress, and organize related work in one place. You can create project records, build customizable pipelines and stages, associate tasks with projects, and connect projects to deals for better visibility. We will assist in setting up and configuring your projects, ensuring pipelines, stages, and associations are tailored to support smooth workflow management.
We help your team leverage HubSpot’s AI Agents to automate tasks like customer support, lead generation, and content creation. Our focus is on template-based AI Agents or Assistants, ensuring proven, reliable setups that are quick to implement. Our team will configure the AI Agents, integrate them into your existing workflows, and guide your team on how to use them effectively to enhance efficiency and productivity.
Note:
– Customer Agent to be scoped out separately.
– These agents and assistants are currently in beta and don’t use credits. In the future, they may require HubSpot credits.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as creating lead scoring lists , enrolling contacts in workflows, filtering lists for reports, creating targeted deal stage audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
HubSpot Feedback Surveys allow you to easily collect customer feedback right within your HubSpot account using customizable surveys. You can use popular metrics like Customer Satisfaction (CSAT), Net Promoter Score (NPS), and Customer Effort Score (CES) to measure and improve customer experiences. You can also set up automated triggers for sending surveys at specific points in the customer journey, based on ticket information and statuses. With robust reporting and analytics features, you can analyze survey results, identify trends, and make data-driven decisions to continually improve your customer service and product offerings.
Customer Portal becomes a one-stop-shop for your customers to manage their interactions, access vital information, and communicate directly with your team, all within an environment align with your branding guidleines and domain.
Note: Design & development will be subject to additional charges.
The Knowledge Base feature of HubSpot’s Service Hub is an essential tool for businesses looking to create a self-service resource for their customers. This feature allows for the development and organization of articles and documentation, providing customers with easy access to helpful information that can assist them in solving problems on their own, without requiring direct support.
Designed for CSMs to monitor their assigned customers. We’ll set up health scores (Healthy, Neutral, At Risk), stage tracking, and customer activity insights — giving each CSM a 360° view of their portfolio and helping them stay proactive with at-risk customers.
HubSpot’s Dashboard and Reporting feature offers a comprehensive tracking system for your service operations. It helps you keep track of key performance indicators and metrics such as support team efficiency, ticket performance, SLAs, and manager insights. With our tailored solution, you can have access to the data you need to make informed decisions and optimize your operations.
We will organize a training session to ensure that everyone has the necessary skills and knowledge to use the platform effectively. In addition, we will have a project sign-off call to review the completed work, address any remaining concerns, and obtain formal approval to conclude the project.
Note: Only one training session will be included during the onboarding session. Additional training sessions, if required, will be charged at $250 per session separately.
Starting At
During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities.
Our team follows up to review the project’s deliverables and outlines the information and permissions needed to proceed.
Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply.
Please review our checklist to prepare yourself.
Import File Checklist
Import List Format
Note: Please provide the import list in the format outlined above.
We will seamlessly connect your email and calendar, ensuring a cohesive and synchronized experience. This integration aims to improve efficiency, allowing you to manage your communication and schedule seamlessly within a unified platform.
The HubSpot App Marketplace is a versatile platform that allows you to explore and integrate essential tools directly with your HubSpot account, tailored to your business requirements. During the onboarding process, only the native apps and features specified in the document will be included.
HubSpot Native Apps Integration
Note:
1. Only the native apps and features listed in this sheet will be included during the onboarding duration. Anything beyond this will be scoped out and charged separately.
2. Any type of CRMs Integration/ Migration will be scoped out separately.
The account time zone setting localizes several of your HubSpot tools, including when your scheduled emails send, when scheduled social media content posts, and date and time information for your analytics.
Super Admins and users with Add and edit users permissions in your HubSpot account can change a user’s permissions.
Every HubSpot account has a unique tracking code for monitoring website visits via cookies. We will set up your default domain and install this tracking code on any non-HubSpot pages to track the analytics.
We will add logo, favicon, and default brand colors in your account settings to align with your company’s branding and style guidelines, ensuring consistency across all HubSpot tools.
HubSpot has a set of features that can be turned on in the portal to help enforce GDPR compliance. These features add functionality to help you comply, but they don’t automatically make your processes compliant, so it’s important to consult your legal team for specific instructions on what you should be doing.
Linking your email sending domain to HubSpot grants HubSpot authorization to send emails on your behalf through DKIM (Domain Keys Identified Mail) email authentication. Authenticating your domain with HubSpot ensures that your emails appear more legitimate to email servers. You have the flexibility to connect multiple domains if necessary.
Subdomains are often used to host content in a separate location from your main website. For instance, email.insidea.com. We will link your subdomains to HubSpot, allowing you to create HubSpot-hosted landing pages, blogs, and the web version of your sales emails.
Properties are fields that store information on HubSpot records. For example, you can use the City company property to specify where companies are located. There are default properties included for each object, but you can create custom properties to store unique data for your business. Our team will guide you in mapping/creating your custom properties.
We will work with you to optimize your service processes within HubSpot, including automating ticket assignments, tracking customer feedback, and improving the overall support experience. This will help you enhance responsiveness, resolve issues faster, and provide a more personalized service.
HubSpot’s ticketing system is a comprehensive solution that allows you to track all customer interactions from beginning to end. With the default Ticketing Pipeline, you can manage customer issues through tickets in a single location. However, we understand that each business is unique, so we can customize pipelines and statuses to match your specific requirements. This ensures that every customer journey is tracked and resolved in a seamless manner.
Our specialized approach ensures that SLA criteria are customized to your business’s unique requirements, focusing on variables such as channels, inboxes, or ticket priorities. This customization empowers your team to meet and exceed customer expectations by establishing clear, achievable benchmarks for response and resolution times.
Align with Sales and Marketing leaders on hand-off processes and team-led communication channels.
Establish a seamless handoff between your sales and customer service teams.
Enable the setting for a ticket’s status to be updated by one of the default triggers:
An email is sent to a customer: the ticket status will change when a user sends an email to a contact from the ticket record. Emails sent from the contact record will not trigger a ticket status change.
A customer replies to an email: the ticket status will change when a customer replies to the same thread the ticket was created on.
The Conversations Inbox is a centralized location within your HubSpot account where you can view and manage messages from all connected channels, including live chat, chatbot, support emails, and support forms. This feature helps you to handle inquiries and resolve issues with greater clarity and coordination. By triggering conversations into trackable tickets, you can keep track of all your interactions with customers, making it easier to manage messages and provide effective customer support.
Create a chat flow with live chat to connect visitors directly with members of your team. The live chat will appear as a widget on your website pages that visitors can click to start a real-time conversation with someone on your team. Our team will integrate HubSpot’s Live Chat into your website which can enable you to respond to your customer inquiries and concerns in real-time, right from your digital doorstep.
HubSpot Playbooks are interactive guides that provide teams with structured scripts, templates, and resources. They help ensure consistent and effective communication within the HubSpot CRM and standardize and optimize the way service teams interact with customers.
HubSpot Snippets are short, reusable blocks of text that can be easily inserted into emails, chat conversations, and tickets within the HubSpot platform. Snippets are ideal for frequently used responses, greetings, closings, explanations, or any standard information that needs to be communicated regularly to customers that the service team can utilize.
HubSpot Workflows are automation features within the HubSpot platform designed to streamline service processes. They allow you to significantly reduce manual work by automating tasks, emails, and actions based on specific triggers and criteria. This can help you better manage your data, improve operational efficiency, and deliver a better customer experience. By automating repetitive tasks, businesses can focus on more important tasks and provide customers with a seamless and personalized experience.
Task Queues are like dynamic to-do lists that allow users to compile tasks in an ordered manner and work through them systematically, one at a time. This feature can be of great help to service teams that handle customer support issues or manage follow-ups. It enables them to move smoothly from one task to the next in an organized manner.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as creating lead scoring lists , enrolling contacts in workflows, filtering lists for reports, creating targeted deal stage audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
HubSpot Feedback Surveys allow you to easily collect customer feedback right within your HubSpot account using customizable surveys. You can use popular metrics like Customer Satisfaction (CSAT), Net Promoter Score (NPS), and Customer Effort Score (CES) to measure and improve customer experiences. You can also set up automated triggers for sending surveys at specific points in the customer journey, based on ticket information and statuses. With robust reporting and analytics features, you can analyze survey results, identify trends, and make data-driven decisions to continually improve your customer service and product offerings.
Customer Portal becomes a one-stop-shop for your customers to manage their interactions, access vital information, and communicate directly with your team, all within an environment align with your branding guidleines and domain.
The Knowledge Base feature of HubSpot’s Service Hub is an essential tool for businesses looking to create a self-service resource for their customers. This feature allows for the development and organization of articles and documentation, providing customers with easy access to helpful information that can assist them in solving problems on their own, without requiring direct support.
HubSpot Help Desk streamlines your support processes in a centralized platform where support tickets, generated from various channels such as email, web forms, live chat, or social media, are collected, organized, and tracked. Key functionalities of the HubSpot Help Desk include ticket creation and management, automated ticket routing based on specific criteria, and the ability to set up pipelines to monitor the stages of resolution.
HubSpot’s Dashboard and Reporting feature offers a comprehensive tracking system for your service operations. It helps you keep track of key performance indicators and metrics such as support team efficiency, ticket performance, SLAs, and manager insights. With our tailored solution, you can have access to the data you need to make informed decisions and optimize your operations.
Starting At
During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities.
Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.
Routing in HubSpot helps tickets automatically reach the right team members, reducing delays and improving response times. Our team will set up user skills, define ticket limits, and configure assignment rules so your support operations run smoothly and efficiently.
We streamline your publishing process by putting the right approval checks in place. Using HubSpot’s Content Approval feature, we’ll select which content needs review, assign approvers, and configure the workflow so your team can publish with confidence.
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply.
Please review our checklist to prepare yourself.
Note: Please provide the import list in the format outlined above.
Properties are fields that store information on HubSpot records. For example, you can use the City company property to specify where companies are located. There are default properties included for each object, but you can create custom properties to store unique data for your business. Our team will guide you in mapping/creating your custom properties.
We will seamlessly connect your email and calendar, ensuring a cohesive and synchronized experience. This integration aims to improve efficiency, allowing you to manage your communication and schedule seamlessly within a unified platform.
The HubSpot App Marketplace is a platform where you can search for and integrate the necessary tools for your business with your HubSpot account. With over 1,000 integrations available, the HubSpot Marketplace covers various apps, tools, and platforms in the marketing hub If you let us know which apps you are currently using, we will integrate them for you.
HubSpot Native Apps Integration
Note:
1. Only the native apps and features listed in this sheet will be included during the onboarding duration. Anything beyond this will be scoped out and charged separately.
2. Any type of CRMs Integration/ Migration will be scoped out separately.
The account time zone setting localizes several of your HubSpot tools, including when your scheduled emails send, when scheduled social media content posts, and date and time information for your analytics.
Super Admins and users with Add and edit users permissions in your HubSpot account can change a user’s permissions.
Every HubSpot account has a unique tracking code for monitoring website visits via cookies. We will set up your default domain and install this tracking code on any non-HubSpot pages to track the analytics.
We will add logo, favicon, and default brand colors in your account settings to align with your company’s branding and style guidelines, ensuring consistency across all HubSpot tools.
HubSpot has a set of features that can be turned on in the portal to help enforce GDPR compliance. These features add functionality to help you comply, but they don’t automatically make your processes compliant, so it’s important to consult your legal team for specific instructions on what you should be doing.
Linking your email sending domain to HubSpot grants HubSpot authorization to send emails on your behalf through DKIM (Domain Keys Identified Mail) email authentication. Authenticating your domain with HubSpot ensures that your emails appear more legitimate to email servers. You have the flexibility to connect multiple domains if necessary.
Subdomains are often used to host content in a separate location from your main website. For instance, email.insidea.com. We will link your subdomains to HubSpot, allowing you to create HubSpot-hosted landing pages, blogs, and the web version of your sales emails.
The HubSpot to GPT Connector allows your team to generate content, summarize notes, draft emails, and analyze data without leaving HubSpot. By connecting GPT with your CRM, users can streamline workflows, reduce manual effort, and enhance productivity with AI-driven insights and automation.
We will handle the setup and configuration, ensure secure integration, and guide your team on using GPT effectively within HubSpot to support sales, marketing, and service operations.
Note: You should have GPT Pro plan or above to setup the connection.
We will work with you to optimize your service processes within HubSpot, including automating ticket assignments, tracking customer feedback, and improving the overall support experience. This will help you enhance responsiveness, resolve issues faster, and provide a more personalized service.
HubSpot’s ticketing system is a comprehensive solution that allows you to track all customer interactions from beginning to end. With the default Ticketing Pipeline, you can manage customer issues through tickets in a single location. However, we understand that each business is unique, so we can customize pipelines and statuses to match your specific requirements. This ensures that every customer journey is tracked and resolved in a seamless manner.
Set up a centralized support system by integrating all ticket sources under one unified inbox. This allows your team to manage tickets efficiently, track status, respond faster, and maintain SLAs — all while giving complete visibility across your support operations.
Our specialized approach ensures that SLA criteria are customized to your business’s unique requirements, focusing on variables such as channels, inboxes, or ticket priorities. This customization empowers your team to meet and exceed customer expectations by establishing clear, achievable benchmarks for response and resolution times.
Align with Sales and Marketing leaders on hand-off processes and team-led communication channels.
Establish a seamless handoff between your sales and customer service teams.
Enable the setting for a ticket’s status to be updated by one of the default triggers:
An email is sent to a customer: the ticket status will change when a user sends an email to a contact from the ticket record. Emails sent from the contact record will not trigger a ticket status change.
A customer replies to an email: the ticket status will change when a customer replies to the same thread the ticket was created on.
The Conversations Inbox is a centralized location within your HubSpot account where you can view and manage messages from all connected channels, including live chat, chatbot, support emails, and support forms. This feature helps you to handle inquiries and resolve issues with greater clarity and coordination. By triggering conversations into trackable tickets, you can keep track of all your interactions with customers, making it easier to manage messages and provide effective customer support.
Create a chat flow with live chat to connect visitors directly with members of your team. The live chat will appear as a widget on your website pages that visitors can click to start a real-time conversation with someone on your team. Our team will integrate HubSpot’s Live Chat into your website which can enable you to respond to your customer inquiries and concerns in real-time, right from your digital doorstep.
AI-powered agent built in collaboration with Breeze. We’ll help configure your virtual support assistant to answer repetitive queries, surface relevant knowledge base articles, and even trigger workflows — all aimed at reducing load on human agents and boosting response times.
HubSpot Playbooks are interactive guides that provide teams with structured scripts, templates, and resources. They help ensure consistent and effective communication within the HubSpot CRM and standardize and optimize the way service teams interact with customers.
HubSpot Snippets are short, reusable blocks of text that can be easily inserted into emails, chat conversations, and tickets within the HubSpot platform. Snippets are ideal for frequently used responses, greetings, closings, explanations, or any standard information that needs to be communicated regularly to customers that the service team can utilize.
HubSpot Workflows are automation features within the HubSpot platform designed to streamline service processes. They allow you to significantly reduce manual work by automating tasks, emails, and actions based on specific triggers and criteria. This can help you better manage your data, improve operational efficiency, and deliver a better customer experience. By automating repetitive tasks, businesses can focus on more important tasks and provide customers with a seamless and personalized experience.
Task Queues are like dynamic to-do lists that allow users to compile tasks in an ordered manner and work through them systematically, one at a time. This feature can be of great help to service teams that handle customer support issues or manage follow-ups. It enables them to move smoothly from one task to the next in an organized manner.
We help your team leverage HubSpot’s AI Agents to automate tasks like customer support, lead generation, and content creation. Our focus is on template-based AI Agents or Assistants, ensuring proven, reliable setups that are quick to implement. Our team will configure the AI Agents, integrate them into your existing workflows, and guide your team on how to use them effectively to enhance efficiency and productivity.
Note:
– Customer Agent to be scoped out separately.
– These agents and assistants are currently in beta and don’t use credits. In the future, they may require HubSpot credits.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as creating lead scoring lists , enrolling contacts in workflows, filtering lists for reports, creating targeted deal stage audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
HubSpot Feedback Surveys allow you to easily collect customer feedback right within your HubSpot account using customizable surveys. You can use popular metrics like Customer Satisfaction (CSAT), Net Promoter Score (NPS), and Customer Effort Score (CES) to measure and improve customer experiences. You can also set up automated triggers for sending surveys at specific points in the customer journey, based on ticket information and statuses. With robust reporting and analytics features, you can analyze survey results, identify trends, and make data-driven decisions to continually improve your customer service and product offerings.
Customer Portal becomes a one-stop-shop for your customers to manage their interactions, access vital information, and communicate directly with your team, all within an environment align with your branding guidleines and domain.
Note: Design & development will be subject to additional charges.
The Knowledge Base feature of HubSpot’s Service Hub is an essential tool for businesses looking to create a self-service resource for their customers. This feature allows for the development and organization of articles and documentation, providing customers with easy access to helpful information that can assist them in solving problems on their own, without requiring direct support.
Designed for CSMs to monitor their assigned customers. We’ll set up health scores (Healthy, Neutral, At Risk), stage tracking, and customer activity insights — giving each CSM a 360° view of their portfolio and helping them stay proactive with at-risk customers.
Connect your social media accounts to HubSpot to start creating and publishing social posts, and tracking social media engagements in HubSpot.We’re here to guide and support you through the setup process, offering step-by-step instructions and personalized assistance.
HubSpot Help Desk streamlines your support processes in a centralized platform where support tickets, generated from various channels such as email, web forms, live chat, or social media, are collected, organized, and tracked. Key functionalities of the HubSpot Help Desk include ticket creation and management, automated ticket routing based on specific criteria, and the ability to set up pipelines to monitor the stages of resolution.
HubSpot’s Dashboard and Reporting feature offers a comprehensive tracking system for your service operations. It helps you keep track of key performance indicators and metrics such as support team efficiency, ticket performance, SLAs, and manager insights. With our tailored solution, you can have access to the data you need to make informed decisions and optimize your operations.
We will organize a training session to ensure that everyone has the necessary skills and knowledge to use the platform effectively. In addition, we will have a project sign-off call to review the completed work, address any remaining concerns, and obtain formal approval to conclude the project.
Note: Two training session will be included during the onboarding session. Additional training sessions, if required, will be charged at $250 per session separately.
Starting At
For more information and pricing, get in touch with our Sales team.
Build 1 and 2-way integrations with HubSpot leveraging the HubSpot API. Get in touch with our Sales team for pricing
Certified HubSpot Diamond Solutions Partner
INSIDEA specializes in using HubSpot’s comprehensive tools to refine your tech stack, expand your market reach, and increase your revenue. Our experts are adept in managing complex workflows, automation, and integrations within the HubSpot ecosystem.
Choosing to work with our team of HubSpot Certified Experts not only saves you significant time compared to DIY setups—it also ensures your technology stack is managed by seasoned professionals.
Partner with INSIDEA for efficient, expert-led management of your HubSpot resources, leading to substantial business growth.
We set up an initial call with you to understand yourgoals and requirements. This helps us create the perfect onboarding plan for you, which is completely aligned to your needs.
After setup, we’ll conduct a one-on-one session with your team to review the setup and provide comprehensive training for long-term success.
Leave the heavy lifting to us. Our experts handle all the technical details of your HubSpot setup, ensuring everything is configured correctly so you can focus on your business.
Your onboarding doesn’t end here. We offer continuous support and advanced marketing services to keep your HubSpot strategy evolving and your business growing.
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Ostra Cybersecurity, Inc.
Operations Manager,
The Solar Store LLC.
Director of Marketing,
Asimov
Chief Technology Officer,
BridgeOver Inc
As digital natives we are agnostic to technology. We hand pick and tailor the best solution
based on what will work best for your team.
“At INSIDEA, it’s all about putting people first. Our top priority? You. Whether you’re part of our incredible team, a valued customer, or a trusted partner, your satisfaction always comes before anything else. We’re not just focused on meeting expectations; we’re here to exceed them and that’s what we take pride in!”
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