HubSpot Onboarding and Implementation

Empower Your Business with Seamless Salesforce Integration

Expertise: With years of experience in HubSpot implementation and onboarding, our team of certified professionals knows the ins and outs of the platform.

Customization: We understand that every business is unique. From custom workflows and automation to detailed analytics and reporting, we tailor HubSpot to fit your business perfectly.

Support: Our commitment to your success doesn’t end with the initial setup. We provide ongoing support and training to ensure your team is proficient in using HubSpot.

Efficiency: Our proven methodologies and best practices ensure a quick and effective implementation process, minimizing downtime and maximizing productivity.

Your questions answered

Using these services ensures that you can maximize the value of HubSpot for your business. It helps avoid common setup mistakes, accelerates your team’s adoption of the platform, and aligns the tool with your business goals.

Yes, our implementation service includes integrating HubSpot with your existing systems such as CRM, email platforms, and other marketing tools to ensure seamless data flow and operations.

Yes, we offer ongoing support options including regular check-ins, advanced training sessions, and troubleshooting assistance to ensure you continue to get the most out of HubSpot.

The onboarding process includes an initial consultation to understand your business needs, configuring your HubSpot account, importing existing data, setting up basic workflows and automation, and training sessions for your team.

The duration of the onboarding process varies depending on your business size and complexity. Typically, it takes between 4 to 8 weeks.

Implementation services can include advanced setup of CRM, marketing, sales, and service hubs, custom workflow automation, integration with other tools and systems, and in-depth training for your team.

Still have unanswered questions?

Get connected with our team and we'll be happy to answer any questions

Our pricing plans

Discover the Perfect Plan for Your Needs! At LeadMetrix, we believe in choice and affordability.

Choose the pricing plan that suits your goals, whether you're a small business or a growing enterprise.

Marketing Hub Pro / Marketing + Pro

12,500 nis (+VAT)

Technical Setup
(domain/email/tracking code/search console/analytics/GTM/users)
1 Session
Lead Capture Forms
2 Sessions
Create Fields
Contact, Company, Deal
Connect Ad & Social platforms
Initial Reports and Dashboard
4 Basic marketing reports
1 Basic marketing dashboard
Initial Template Creation
1 Email template
1 Landing page template
1 CTA template
Initial Workflow Creation
1 Nurturing workflow
1 Autoresponder workflow
1 Chatflow
Scoring
1 Score definition session
Implement scoring field criteria
Configure Marketing Analytics
1 Session
Service/Support Hours
5 Hours
Training
5 Hours
Data Migration
Basic Upload (Companies/Contacts/Deals)

Sales Hub Professional

12,500 nis (+VAT)

Technical Setup
(connect email/calendar sync/email domain, deliverability settings/users & teams)
1 Session
Create Fields
Contact, Company, Deal
Lead Capture Forms
2 Sessions
Contact Prospecting & Target Accounts
Initial Reports and Dashboard
4 Basic sales reports
1 Basic sales dashboard
Initial Template Creation
1 Sales email template
1 Landing page template
1 CTA template
Initial Sequence/Workflow Creation
1 Automated sales sequence
1 Lead assignment workflow
1 Chatflow
Funnel & Deal Set up
Deal stages
Products and line items
Quotes
Forecasting
Additional Features
Meeting links
Snippets
Playbooks
Service/Support Hours
5 Hours
Training
5 Hours
Data Migration
Basic Upload (Companies/Contacts/Deals)

Service Hub Professional

12,500 nis (+VAT)

Technical Setup
(connect email/calendar sync/email domain, domain for knowledge base and portal/deliverability settings/users & teams)
1 Session
Create Fields
Contact, Company, Ticket
Inbound Support Channel Set Up
1 Support web form
Email/Slack to ticket set up
Contact Prospecting & Target Accounts
Initial Reports and Dashboard
4 Basic service reports
1 Basic service dashboard
Portal Creation
1 Knowledge base set up
1 Customer portal setup
Initial Workflow Creation
1 Support Chatflow
1 Autoresponder workflow
Ticket Pipeline Set up
Ticket statuses
Ticket assignment
Additional Features
Meeting links
Snippets
Inbox
Surveys/Feedback management
Service/Support Hours
5 Hours
Training
5 Hours
Data Migration
Basic Upload (Companies/Contacts/Deals)

Enterprise (All Hubs) & Addons

Call for more info

Custom Object Creation
Integrations
Salesforce integration
Other 3rd party integrations
Custom integrations
Complex Reports & Dashboards
Funnel reports
Attribution reports
Revenue dashboards
Data Operations
Data cleansing & hygiene
Complex data imports & migrations
API
Custom Training Sessions

Meet our clients

Take a look at some of the organizations we proudly work with.

From Web development, marketing/sales operations consultancy to feet-on-the-ground support with WordPress, HubSpot, Salesforce, Eloqua, Pardot, Marketo or a whole host of other platforms, LeadMetrix have got you covered.

Contact Info

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Accelerating Your Sales and Marketing Success

Accelerating Your Sales and Marketing Success

Accelerating Your Sales and Marketing Success

Accelerating Your Sales and Marketing Success

Accelerating Your Sales and Marketing Success