Who this is for

Teams already in HubSpot CRM

Sales lives in HubSpot and marketing still runs in a separate email or CMS stack.

B2B and services organisations scaling inbound

You need lists, workflows and lifecycle stages that match how deals actually move.

Teams who want one platform, not a toolchain

Speed and alignment matter more than deep customisation across disconnected tools.

What we help solve

Practical problems we see on HubSpot automation programmes-and how we address them.

  • CRM and marketing still operate as two systems

    Contacts, deals and campaigns do not share a lifecycle. We align properties, stages and workflows so Marketing Hub and CRM describe the same customer.

  • Workflows that spam or stall

    Enrolment, re-enrolment and branching are messy. We rebuild workflows around behaviour and lifecycle-fewer accidental sends, clearer next steps.

  • Lists and properties no one trusts

    Active lists, duplicate properties and inconsistent lead status. We tidy the data model so segmentation and reporting mean something.

  • Website and automation are disconnected

    Forms and landing pages do not feed the journey. We connect HubSpot CMS or your existing site so capture, tracking and follow-up are one path.

  • Reporting that stops at email metrics

    Opens without pipeline. We set lifecycle, attribution and dashboard views marketing and sales can both use.

Why HubSpot / why this approach

  • CRM and automation in one placeMarketing Hub is strongest when it shares contacts, companies and deals with HubSpot CRM-not when it is treated as a standalone email tool.
  • Faster to operationaliseWorkflows, forms and lists can go live without a long custom build-if the data model is designed first.
  • Content and conversion togetherWhen the site is HubSpot CMS, landing pages, CTAs and automation share the same contacts. We still integrate other CMS platforms when that is the better home for content.
  • Clearer alternative to enterprise suitesMarketo and Salesforce Marketing Cloud suit heavier enterprise programmes. HubSpot is often the better fit when speed and sales-marketing alignment come first.
  • Continuous optimisationWorkflows and lifecycle reporting are iterated against conversion-not left as a one-off setup.

What we do with HubSpot Marketing Hub

  • Portal architecture and properties

    Lifecycle stages, lead status, custom properties and permissions.

  • Workflows and journeys

    Enrolment, branching, delays and internal notifications that match real behaviour.

  • Lead nurturing and lifecycle

    From first touch through MQL, SQL and customer-without duplicate sequences.

  • Forms, CTAs and landing pages

    Capture that writes clean data, including on HubSpot CMS when that is the site.

  • Lists, segments and personalisation

    Active lists and smart content tied to properties you can maintain.

  • CRM alignment

    Deal stages, routing and sales notifications so handoff is operational.

  • Tracking and reporting

    Attribution, lifecycle funnels and dashboards for marketing and sales.

  • Migration and ongoing support

    From other automation tools into HubSpot, plus optimisation after launch.

Selected work

Representative HubSpot automation outcomes-explore more in our work.

Built for real-world delivery

Data model first

Properties and lifecycle designed before a single workflow is cloned.

CMS and automation together

Forms, pages and journeys treated as one path-on HubSpot CMS or an integrated site.

QA and enrolment testing

Workflows tested for re-enrolment, unsubscribes and sales-owned contacts.

Reporting you can use

Lifecycle and attribution views, not vanity email charts alone.

Enablement

Marketing can launch campaigns without breaking the data model.

Support and continuity

Ongoing workflow, list and reporting optimisation.

How we deliver

  1. Discovery and portal assessment

    We review CRM use, properties, existing workflows and the website stack.

    Clear view of what to keep, merge or rebuild.

  2. Lifecycle and data model

    We define stages, properties and sales handoff with both teams.

    A shared language for contacts and deals.

  3. Workflow and journey design

    We map enrolment, branching and suppression before building.

    Journeys that will not fight each other.

  4. Build and integration

    We implement workflows, forms and tracking, including CMS where needed.

    An operational Marketing Hub connected to CRM.

  5. Testing and enablement

    We validate enrolment, reporting and permissions, then train the team.

    Reliable go-live and confident operators.

  6. Optimisation

    We refine workflows and reporting from live conversion data.

    Continuous improvement against pipeline.

Get started

Need HubSpot automation that sales will actually use?

Talk to Tonic about Marketing Hub, workflows and CRM alignment-we’ll help you stress-test the portal and the handoff to sales.

Talk to the teamView our work

FAQs

Is this the same as HubSpot CMS development?

No. This page covers Marketing Hub-workflows, nurturing and CRM alignment. HubSpot CMS development is the website and landing-page build. We often deliver both together.

Do we need HubSpot CMS to use Marketing Hub?

No. Forms and tracking can sit on WordPress, Drupal or another CMS. HubSpot CMS is useful when you want content and automation in one portal.

HubSpot or Marketo?

HubSpot is usually faster to operationalise when CRM and marketing share one platform. Marketo suits more complex B2B programmes, especially with Salesforce as CRM. We help you choose.

Can you tidy an existing HubSpot portal?

Yes-properties, lists, workflows and lifecycle stages are the usual starting point.

Do you connect HubSpot to other systems?

Yes-CMS, billing, webinar and data tools via native integrations or middleware. See our broader marketing automation work.

Do you provide ongoing support?

Yes-workflows and reporting need iteration after launch, not a one-off setup.