HubSpot setup, custom workflows, and integrations with other platforms
We configure HubSpot properties and objects, build automated workflows, and connect HubSpot with Salesforce and other systems with structured data mapping.
Capabilities
Setup & Customization
Portal setup, user permissions, custom properties, and custom objects tailored to your business model.
Workflows & Automation
Automated routing, lifecycle stage transitions, notification workflows, and data enrichment rules.
Data Hygiene & Mapping
Field mapping, data deduplication rules, and data hygiene processes across contact and company records.
System Integrations
Connecting HubSpot with Salesforce and other business tools through API-based data synchronization.
When teams usually contact us
Sales and marketing teams experience duplicate contacts and inconsistent field values across platforms.
We review data models, establish standard property definitions, and set up deduplication rules and automated cleanup workflows.
An organization needs leads and deal updates to synchronize between HubSpot and Salesforce.
We configure field mappings, sync rules, and conflict resolution policies between both platforms.
Standard properties do not reflect the specialized data points a company tracks during its sales process.
We design custom objects and associations, configure layout views, and connect them to automated pipeline actions.
What you receive
- Configured properties, objects, and association schemas
- Documented automation workflows and notification rules
- Field mapping and data synchronization configuration
- Admin walkthrough and handover documentation
Selected experience
Selected projects from our lead engineer's career before Devyoat. Client names withheld for confidentiality.
HubSpot and Salesforce integration
Integration · Financial servicesDelivered an integration for a banking services provider, including custom fields, objects, workflows, data mapping and deduplication rules across both platforms.
Frequently asked questions
Ready to scope your HubSpot project?
Our technical leads will review your current systems and requirements to formulate an actionable engineering roadmap.