Discuss your project
Business Systems & ERP

HubSpot implementation and integration

HubSpot puts CRM, marketing, sales and service tools on one platform. We configure it around how you sell and serve, migrate your data carefully and connect it to your ERP, finance and other systems.

Discuss your project How the work is delivered

A good fit if

  • You chose or are weighing HubSpot, coming from spreadsheets, another CRM or scattered tools.
  • Your account is messy: duplicate properties, unused pipelines, inconsistent data.
  • Sales and finance need deals, quotes and companies to match your ERP or accounting.
  • Marketing needs consent and subscription handling reflecting NDPA and NCC unsolicited-message rules.

What is included

  • Process discovery; pipeline, lifecycle stage and property design
  • Configuration: objects, properties, pipelines, stages, teams, permissions, views
  • Migration with de-duplication, test imports and reconciled record counts
  • Workflows for lead routing, tasks, follow-up, tickets and notifications
  • Forms and email with consent and subscription types per NDPA rules
  • ERP, accounting, website, e-commerce and support tool integrations

What this service is

HubSpot is one cloud CRM database with marketing, sales, service, content and operations tools. It works with a clear process and clean data, and becomes a burden when teams add properties and workflows without a design. CRM, ERP or both? See CRM vs ERP.

Sales

Deal stages matching how you sell, quotes, products, sequences, task queues, forecasts.

Marketing

Forms, lists, email, landing pages, lead scoring, lifecycle stages, attribution reporting.

Service

Ticket pipelines, help desk inboxes, knowledge base, service targets, feedback.

Data and reporting

Property design, de-duplication, data quality automation, custom objects; pipeline, activity and service dashboards.

Permissions and teams

Roles, teams and field-level access, so each role sees only what it needs.

Integration and data protection

Native apps where reliable, otherwise an integration platform or the API, checked against HubSpot's API limits by plan and your volumes.

Common integrations and how we build them
  • Deals and companies to an ERP or accounting system; website and e-commerce orders to contacts; support tickets to product data; HubSpot activity to a data warehouse for reporting.
  • Our system integration principles apply: one owner per type of data, retries, alerts and reconciliation.
Personal data. A CRM falls under the Nigeria Data Protection Act 2023 (NDPA), enforced by the Nigeria Data Protection Commission, and, for SMS or calls, the Nigerian Communications Commission rules on unsolicited messages. HubSpot hosts account data outside Nigeria, so NDPA transfer rules apply. We configure consent capture, subscription types, unsubscribe handling and retention to support these, and can review where HubSpot hosts your data for your data protection officer. How the law applies to your messages is for your legal adviser; this is not legal advice.

After go-live

Without an owner, properties multiply and data drifts as campaigns, products, staff and reports change, so at handover we agree an owner, review rules and naming and documentation conventions. Ongoing administration and health checks (user changes, clean-up, automation, integration monitoring) need a separate written agreement.

We advise on products and tiers so you do not pay for unused features, and compare HubSpot with Salesforce on process, customisation, skills and budget, recommending what fits, not our preference.

Delivery

How the work is delivered

  1. Discover

    Map how leads, deals, customers and tickets move today, and what each team must see.

    Output: Process map and requirements.

  2. Design

    Objects, properties, pipelines, permissions and integrations, plus which system owns each type of data.

    Output: HubSpot design document.

  3. Configure and migrate

    Build, run test imports, fix data at the source and reconcile before the final migration.

    Output: Configured account, migrated data.

  4. Integrate and test

    Connect your systems; test records, duplicates, permissions and failures, which are logged and alert a named owner.

    Output: Working integrations, test evidence.

  5. Train and launch

    Role-based training and short guides per team, go-live, then support through the first weeks.

    Output: Admin guide, launch support.

Scope at a glance

Not included unless agreed

  • HubSpot subscriptions and seats, bought directly, priced in US dollars
  • Marketing content, campaigns and ad spend, unless scoped
  • Legal advice on data protection or direct marketing obligations

What we need from you

  • Super admin access; a sandbox where your plan includes one
  • Exports from current systems; which historical data to bring
  • Process owners who decide; confirmed HubSpot products and tiers

Before handover

  • Test imports reconcile counts and key fields before final migration
  • Workflows tested with realistic records, edge cases and unsubscribed contacts
  • Role-based permissions checked; admin guide covers properties, pipelines, workflows, integrations

What affects the cost

  • Products, pipelines, teams and custom objects
  • Volume and quality of data to migrate
  • Number and complexity of integrations
  • Automation, reporting, users and teams to train

No package prices: estimates in naira from an agreed scope, taxes shown separately.

Questions buyers usually ask

Are you a HubSpot partner?

No. We are an independent implementer, not a HubSpot partner or reseller. You license HubSpot directly from HubSpot and own the account; we work with the access you grant.

Can you fix our existing HubSpot account?

Yes. We audit properties, pipelines, workflows, data quality and integrations, then agree a clean-up plan that avoids disrupting teams while they work.

Can HubSpot connect to our ERP or accounting system?

Usually, through a native app, an integration platform or the HubSpot API. It depends on both systems and your HubSpot tier, so we confirm limits and data ownership at design.

Service

Business system integration

Connect your applications so data is entered once, moves reliably, and failures are caught, not lost.

Getting more from HubSpot?

Starting fresh, migrating or cleaning up an account? Tell us which systems it must connect to, and we will arrange a conversation.

Discuss HubSpot