HubSpot Onboarding, Done for You.

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a 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

Following our kickoff call, you will be assigned with a list of items we need from you. This call is to check-in on progress & answer any questions you have about the requested items.

Keep your team organized and efficient by ensuring every user has access to the right data and tools. We will create and assign user permission sets restricting user access if needed, assign paid Sales & Service Hub seats, and add users to HubSpot at the specified time.

The HubSpot tracking code is unique to each HubSpot account and allows HubSpot to monitor your website traffic using browser cookies.

We will set your account default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot to capture analytics for those pages.

In your account settings, we will edit your brand's logo, favicon, and brand colors that will be used as defaults across HubSpot’s tools according to your company branding and style standards.

We will import your import ready data (.csv, one round included) into HubSpot and create custom properties and record associations as a part of the process. If additional assistance is needed with data strategy, cleaning data, or manipulating data prior to import, there may be an additional fee.

Is my data import ready?

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.

We will import the email addresses of contacts who have previously unsubscribed from all email as an opt-out list. Importing an opt-out list does not add the contact records to your database, but instead the email addresses on the list will be marked as ineligible to receive emails from your account.

Connecting your email sending domain to HubSpot gives HubSpot permission to send emails on your behalf using DKIM (Domain Keys Identified Mail) email authentication. This domain should match the domain of any email address that will be sending emails out of HubSpot - and you can connect more than one if needed.

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.

HubSpot’s App Marketplace contains 1,800+ integrations that span use cases in marketing, sales, service and more. Campaign Creators will assist in integrating your tech stack with the HubSpot platform so you can have a single source of truth for customer data.

List of Integrations included in this setup found HERE

Your marketing contacts tier is the limit to the number of contacts you’re able to send marketing emails to; if your database exceeds that number, you can set contacts as non-marketing or purchase additional contacts from HubSpot. Once you determine which contacts in the database should be set as marketing or non-marketing contacts, we will ensure that all contacts imported to the database from .csv files and integrations are set up accordingly.

Subdomains are commonly used to host content in a different location than your primary website. For example, blog.campaigncreators.com. We’ll connect your subdomains to HubSpot which will enable you to publish HubSpot-hosted landing pages, blogs, and the web version of your marketing emails.

We will verify any generic email addresses that will be used for email sending but don’t need to be added to HubSpot as users.

We will also set up a resubscription email with default content to allow contacts who have opted out from email to opt themselves back in if they go to fill out a HubSpot form.

We will update default fonts and colors in forms based on company style guidelines.

HubSpot’s Social Media tools allow you build, publish and monitor select social media channels. We will provide instructions and assistance for the team to set this up, getting on a call to answer any questions and troubleshoot if needed.

Creation of a few of HubSpot’s pre-built Marketing dashboards.

Following your implementation, you will meet with your Implementation Specialist to review the setup that was completed.

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a 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

Following our kickoff call, you will be assigned with a list of items we need from you. This call is to check-in on progress & answer any questions you have about the requested items.

Keep your team organized and efficient by ensuring every user has access to the right data and tools. We will create and assign user permission sets restricting user access if needed, assign paid Sales & Service Hub seats, and add users to HubSpot at the specified time.

The HubSpot tracking code is unique to each HubSpot account and allows HubSpot to monitor your website traffic using browser cookies.

We will set your account default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot to capture analytics for those pages.

In your account settings, we will edit your brand's logo, favicon, and brand colors that will be used as defaults across HubSpot’s tools according to your company branding and style standards.

We will import your import ready data (.csv, one round included) into HubSpot and create custom properties and record associations as a part of the process. If additional assistance is needed with data strategy, cleaning data, or manipulating data prior to import, there may be an additional fee.

Is my data import ready?

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.

We will import the email addresses of contacts who have previously unsubscribed from all email as an opt-out list. Importing an opt-out list does not add the contact records to your database, but instead the email addresses on the list will be marked as ineligible to receive emails from your account.

Connecting your email sending domain to HubSpot gives HubSpot permission to send emails on your behalf using DKIM (Domain Keys Identified Mail) email authentication. This domain should match the domain of any email address that will be sending emails out of HubSpot - and you can connect more than one if needed.

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.

HubSpot’s App Marketplace contains 1,800+ integrations that span use cases in marketing, sales, service and more. Campaign Creators will assist in integrating your tech stack with the HubSpot platform so you can have a single source of truth for customer data.

List of Integrations included in this setup found HERE

HubSpot’s Social Media tools allow you build, publish and monitor select social media channels. We will provide instructions and assistance for the team to set this up, getting on a call to answer any questions and troubleshoot if needed.

Custom reports are used when there is a reporting need that is not met by HubSpot’s vast library of default reports, typically when there are data points specific to the business that need to be analyzed.

Subscription types represent the lawful basis to communicate with your contacts through email. Contacts can manage their email preferences so they're only opted in to emails they want to receive.

Replace your website forms with HubSpot forms to funnel your contacts’ information directly into the HubSpot database. We will create each form and provide an embed code to be inserted into the webpage.

The lists tool in HubSpot allows you to create a list of contacts or companies based on property values and other characteristics, including activities. Some uses of lists include: marketing email sends, workflow enrollment, using list membership filters in other lists and custom reports, ads audiences, etc.

Following your implementation, you will meet with your Implementation Specialist to review the setup that was completed.

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a 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

Following our kickoff call, you will be assigned with a list of items we need from you. This call is to check-in on progress & answer any questions you have about the requested items.

Keep your team organized and efficient by ensuring every user has access to the right data and tools. We will create and assign user permission sets restricting user access if needed, assign paid Sales & Service Hub seats, and add users to HubSpot at the specified time.

The HubSpot tracking code is unique to each HubSpot account and allows HubSpot to monitor your website traffic using browser cookies.

We will set your account default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot to capture analytics for those pages.

In your account settings, we will edit your brand's logo, favicon, and brand colors that will be used as defaults across HubSpot’s tools according to your company branding and style standards.

We will import your import ready data (.csv, one round included) into HubSpot and create custom properties and record associations as a part of the process. If additional assistance is needed with data strategy, cleaning data, or manipulating data prior to import, there may be an additional fee.

Is my data import ready?

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.

We will import the email addresses of contacts who have previously unsubscribed from all email as an opt-out list. Importing an opt-out list does not add the contact records to your database, but instead the email addresses on the list will be marked as ineligible to receive emails from your account.

Connecting your email sending domain to HubSpot gives HubSpot permission to send emails on your behalf using DKIM (Domain Keys Identified Mail) email authentication. This domain should match the domain of any email address that will be sending emails out of HubSpot - and you can connect more than one if needed.

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.

HubSpot’s App Marketplace contains 1,800+ integrations that span use cases in marketing, sales, service and more. Campaign Creators will assist in integrating your tech stack with the HubSpot platform so you can have a single source of truth for customer data.

List of Integrations not included in this setup found HERE

Deal pipelines help visualize your sales process to predict revenue and identify selling roadblocks. Deal stages are the steps in your pipeline that signal to your sales team that an opportunity is moving toward the point of closing.

For anyone on the team who plans on using HubSpot’s meeting scheduler tools and email tracking tools, these are both set up on an individual user basis. We will provide instructions and assistance for the team to set this up, getting on a call to answer any questions and troubleshoot if needed.

Creation of a few of HubSpot’s pre-built Sales dashboards.

Following your implementation, you will meet with your Implementation Specialist to review the setup that was completed.

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a 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

Following our kickoff call, you will be assigned with a list of items we need from you. This call is to check-in on progress & answer any questions you have about the requested items.

Keep your team organized and efficient by ensuring every user has access to the right data and tools. We will create and assign user permission sets restricting user access if needed, assign paid Sales & Service Hub seats, and add users to HubSpot at the specified time.

The HubSpot tracking code is unique to each HubSpot account and allows HubSpot to monitor your website traffic using browser cookies.

We will set your account default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot to capture analytics for those pages.

In your account settings, we will edit your brand's logo, favicon, and brand colors that will be used as defaults across HubSpot’s tools according to your company branding and style standards.

We will import your import ready data (.csv, one round included) into HubSpot and create custom properties and record associations as a part of the process. If additional assistance is needed with data strategy, cleaning data, or manipulating data prior to import, there may be an additional fee.

Is my data import ready?

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.

We will import the email addresses of contacts who have previously unsubscribed from all email as an opt-out list. Importing an opt-out list does not add the contact records to your database, but instead the email addresses on the list will be marked as ineligible to receive emails from your account.

Connecting your email sending domain to HubSpot gives HubSpot permission to send emails on your behalf using DKIM (Domain Keys Identified Mail) email authentication. This domain should match the domain of any email address that will be sending emails out of HubSpot - and you can connect more than one if needed.

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.

HubSpot’s App Marketplace contains 1,800+ integrations that span use cases in marketing, sales, service and more. Campaign Creators will assist in integrating your tech stack with the HubSpot platform so you can have a single source of truth for customer data.

List of Integrations not included in this setup found HERE

Custom reports are used when there is a reporting need that is not met by HubSpot’s vast library of default reports, typically when there are data points specific to the business that need to be analyzed.

Save your repetitive email content as an email template that can be personalized before being sent out by a sales rep from the CRM or their inbox.

'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 an activity or note using a keyboard shortcut.

Following your implementation, you will meet with your Implementation Specialist to review the setup that was completed.

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a 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

Following our kickoff call, you will be assigned with a list of items we need from you. This call is to check-in on progress & answer any questions you have about the requested items.

Keep your team organized and efficient by ensuring every user has access to the right data and tools. We will create and assign user permission sets restricting user access if needed, assign paid Sales & Service Hub seats, and add users to HubSpot at the specified time.

The HubSpot tracking code is unique to each HubSpot account and allows HubSpot to monitor your website traffic using browser cookies.

We will set your account default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot to capture analytics for those pages.

In your account settings, we will edit your brand's logo, favicon, and brand colors that will be used as defaults across HubSpot’s tools according to your company branding and style standards.

We will import your import ready data (.csv, one round included) into HubSpot and create custom properties and record associations as a part of the process. If additional assistance is needed with data strategy, cleaning data, or manipulating data prior to import, there may be an additional fee.

Is my data import ready?

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.

We will import the email addresses of contacts who have previously unsubscribed from all email as an opt-out list. Importing an opt-out list does not add the contact records to your database, but instead the email addresses on the list will be marked as ineligible to receive emails from your account.

Connecting your email sending domain to HubSpot gives HubSpot permission to send emails on your behalf using DKIM (Domain Keys Identified Mail) email authentication. This domain should match the domain of any email address that will be sending emails out of HubSpot - and you can connect more than one if needed.

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.

HubSpot’s App Marketplace contains 1,800+ integrations that span use cases in marketing, sales, service and more. Campaign Creators will assist in integrating your tech stack with the HubSpot platform so you can have a single source of truth for customer data.

With tickets, you can keep track of your customer interactions as they progress over time. The tickets tool includes a default Support pipeline that you can use to manage your ticket statuses, and you can create custom ticket pipelines and statuses to define your own business processes.

We will connect a team email channel to the conversations inbox to function as a central location where your team can view and respond to emails that are sent to your shared, team email address.

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.

Creation of a few of HubSpot’s pre-built Service dashboards.

Following your implementation, you will meet with your Implementation Specialist to review the setup that was completed.

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a 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

Following our kickoff call, you will be assigned with a list of items we need from you. This call is to check-in on progress & answer any questions you have about the requested items.

Keep your team organized and efficient by ensuring every user has access to the right data and tools. We will create and assign user permission sets restricting user access if needed, assign paid Sales & Service Hub seats, and add users to HubSpot at the specified time.

The HubSpot tracking code is unique to each HubSpot account and allows HubSpot to monitor your website traffic using browser cookies.

We will set your account default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot to capture analytics for those pages.

In your account settings, we will edit your brand's logo, favicon, and brand colors that will be used as defaults across HubSpot’s tools according to your company branding and style standards.

We will import your import ready data (.csv, one round included) into HubSpot and create custom properties and record associations as a part of the process. If additional assistance is needed with data strategy, cleaning data, or manipulating data prior to import, there may be an additional fee.

Is my data import ready?

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.

We will import the email addresses of contacts who have previously unsubscribed from all email as an opt-out list. Importing an opt-out list does not add the contact records to your database, but instead the email addresses on the list will be marked as ineligible to receive emails from your account.

Connecting your email sending domain to HubSpot gives HubSpot permission to send emails on your behalf using DKIM (Domain Keys Identified Mail) email authentication. This domain should match the domain of any email address that will be sending emails out of HubSpot - and you can connect more than one if needed.

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.

HubSpot’s App Marketplace contains 1,800+ integrations that span use cases in marketing, sales, service and more. Campaign Creators will assist in integrating your tech stack with the HubSpot platform so you can have a single source of truth for customer data.

List of Integrations included in this setup can be found here.

HubSpot’s Social Media tools allow you build, publish and monitor select social media channels. We will provide instructions and assistance for the team to set this up, getting on a call to answer any questions and troubleshoot if needed.

Custom reports are used when there is a reporting need that is not met by HubSpot’s vast library of default reports, typically when there are data points specific to the business that need to be analyzed.

With tickets, you can keep track of your customer interactions as they progress over time. The tickets tool includes a default Support pipeline that you can use to manage your ticket statuses, and you can create custom ticket pipelines and statuses to define your own business processes.

We will connect a team email channel to the conversations inbox to function as a central location where your team can view and respond to emails that are sent to your shared, team email address.

• 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.

Creation of a few of HubSpot’s pre-built Service dashboards.

'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 an activity or note using a keyboard shortcut.

When a visitor submits a HubSpot form that is connected to the conversations inbox and ticket pipeline, it will automatically create a corresponding ticket for the visitor's request.

Following your implementation, you will meet with your Implementation Specialist to review the setup that was completed.

We will import your import ready data (.csv, one round included) into HubSpot and create custom properties and record associations as a part of the process. If additional assistance is needed with data strategy, cleaning data, or manipulating data prior to import, there may be an additional fee.

Is my data import ready?

HubSpot’s App Marketplace contains 1,800+ integrations that span use cases in marketing, sales, service and more. Campaign Creators will assist in integrating your tech stack with the HubSpot platform so you can have a single source of truth for customer data.

List of Integrations not included in this setup found HERE

Following your implementation, you will meet with your Implementation Specialist to review the setup that was completed.

We will import your import ready data (.csv) into HubSpot and create custom properties and record associations as a part of the process. If additional assistance is needed with data strategy, cleaning data, or manipulating data prior to import, there may be an additional fee. Is my data import ready?

HubSpot’s App Marketplace contains 1,800+ integrations that span use cases in marketing, sales, service and more. Campaign Creators will assist in integrating your tech stack with the HubSpot platform so you can have a single source of truth for customer data.

List of Integrations not included in this setup found HERE

Following your implementation, you will meet with your Implementation Specialist to review the setup that was completed.

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a 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

Following our kickoff call, you will be assigned with a list of items we need from you. This call is to check-in on progress & answer any questions you have about the requested items.

Keep your team organized and efficient by ensuring every user has access to the right data and tools. We will create and assign user permission sets restricting user access if needed, assign paid Sales & Service Hub seats, and add users to HubSpot at the specified time.

The HubSpot tracking code is unique to each HubSpot account and allows HubSpot to monitor your website traffic using browser cookies.

We will set your account default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot to capture analytics for those pages.

In your account settings, we will edit your brand's logo, favicon, and brand colors that will be used as defaults across HubSpot’s tools according to your company branding and style standards.

We will import your import ready data (.csv, one round included) into HubSpot and create custom properties and record associations as a part of the process. If additional assistance is needed with data strategy, cleaning data, or manipulating data prior to import, there may be an additional fee.

Is my data import ready?

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.

We will import the email addresses of contacts who have previously unsubscribed from all email as an opt-out list. Importing an opt-out list does not add the contact records to your database, but instead the email addresses on the list will be marked as ineligible to receive emails from your account.

Connecting your email sending domain to HubSpot gives HubSpot permission to send emails on your behalf using DKIM (Domain Keys Identified Mail) email authentication. This domain should match the domain of any email address that will be sending emails out of HubSpot - and you can connect more than one if needed.

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.

HubSpot’s App Marketplace contains 1,800+ integrations that span use cases in marketing, sales, service and more. Campaign Creators will assist in integrating your tech stack with the HubSpot platform so you can have a single source of truth for customer data.

List of Integrations included in this setup can be found here.

Your marketing contacts tier is the limit to the number of contacts you’re able to send marketing emails to; if your database exceeds that number, you can set contacts as non-marketing or purchase additional contacts from HubSpot. Once you determine which contacts in the database should be set as marketing or non-marketing contacts, we will ensure that all contacts imported to the database from .csv files and integrations are set up accordingly.

HubSpot’s Social Media tools allow you build, publish and monitor select social media channels. We will provide instructions and assistance for the team to set this up, getting on a call to answer any questions and troubleshoot if needed.

Subdomains are commonly used to host content in a different location than your primary website. For example, blog.campaigncreators.com. We’ll connect your subdomains to HubSpot which will enable you to publish HubSpot-hosted landing pages, blogs, and the web version of your marketing emails.

Deal pipelines help visualize your sales process to predict revenue and identify selling roadblocks. Deal stages are the steps in your pipeline that signal to your sales team that an opportunity is moving toward the point of closing.

For anyone on the team who plans on using HubSpot’s meeting scheduler tools and email tracking tools, these are both set up on an individual user basis. We will provide instructions and assistance for the team to set this up, getting on a call to answer any questions and troubleshoot if needed.

With tickets, you can keep track of your customer interactions as they progress over time. The tickets tool includes a default Support pipeline that you can use to manage your ticket statuses, and you can create custom ticket pipelines and statuses to define your own business processes.

We will connect a team email channel to the conversations inbox to function as a central location where your team can view and respond to emails that are sent to your shared, team email address.

Following your implementation, you will meet with your Implementation Specialist to review the setup that was completed.