TST HUBSPOT CONFIGURATION
HubSpot configuration services.
TST HubSpot configuration services give your team a clear place to manage leads, track sales and follow through. Choose Core, Pro or Ultimate, with onboarding to help your team use the setup.
Core, Pro and Ultimate are TST service packages. HubSpot software subscriptions and feature access are separate.
A CLEARER WAY TO WORK
To the next step.
01 / ORGANIZE
Lead sources, customer details and the context your team needs.
02 / FOLLOW THROUGH
Agreed stages, clear ownership and useful follow-up tools.
03 / SEE THE WORK
Views and dashboards shaped around the agreed process.
An illustration of the configuration approach.
01 / MAKE THE CRM USEFUL
Less scattered information.
A clearer way forward.
01
Find the right details.
Agreed fields and record layouts bring lead sources, customer information and deal context into a consistent place.
02
Make the next step clear.
Defined stages, ownership and supported follow-up tools give the team a shared way to move opportunities forward.
03
See the work in progress.
Saved views and configured dashboards make it easier to review sales activity and, in Pro and Ultimate, active customer work.
02 / CHOOSE THE RIGHT SCOPE
HubSpot configuration services.
Choose your level.
Our HubSpot configuration services range from a focused CRM foundation to more involved sales and project operations. The selected package, your process and the features in your HubSpot account shape the final setup.
BUILD YOUR CRM FOUNDATION
Core
For a small business starting with one straightforward sales process.
- Account foundation and email inbox connection
- One sales pipeline with up to six stages
- Essential lead and customer fields
- One shared active-deal view
- Basic follow-up configuration
- One Sales Overview dashboard with four reports
- One-hour onboarding session
Additional native integrations, project tracking and data import are outside Core.
CONNECT SALES AND OPERATIONS
Pro
For a growing team that needs more structure from inquiry through active customer work.
- Account foundation and email inbox connection
- Sales pipeline configuration agreed in discovery
- Expanded customer, deal and project fields
- Team responsibilities and operational views
- Issue tracking when needed
- Expanded follow-up configuration
- One approved native integration
- Sales and operations dashboards
- Two-hour onboarding session
Standard data import and formal Ultimate handoff documentation are outside Pro.
SUPPORT MORE COMPLEX OPERATIONS
Ultimate
For a business with different sales processes, more roles or more detailed tracking needs.
- Account foundation and email inbox connection
- Up to two sales pipelines, up to eight stages each
- Expanded tracking, views and access planning
- Up to two approved native integrations in total
- Existing-data import when agreed and scoped
- Additional reporting as scoped
- End-to-end testing and documented QA
- Written handoff and two-hour onboarding
Import limits, reports and any additional tools are agreed before configuration.
Feature availability depends on your HubSpot subscriptions, seats and connected accounts. TST Pro is an implementation package and does not mean HubSpot Professional.
03 / CONNECT THE RIGHT PIECES
A useful connection starts
with a clear scope.
Your selected business tools.
Pro includes one selected native integration. Ultimate includes up to two approved native integrations in total. Options include QuickBooks Online, Google Calendar and Microsoft 365 Calendar.
Compatibility, supported data and connection behavior are confirmed for your accounts. Email inbox connection is part of the foundation in every tier.
Your existing information.
Ultimate can include an agreed import from an existing system after source-format review and field mapping.
Record volume, included objects, cleanup and associations need a defined scope. Complex legacy migration and extensive data repair require separate review.
Outside the standard packages: custom API development, middleware projects, advanced workflow branching and more than two fully configured sales pipelines. QuickBooks Desktop is outside the documented native integration scope.
04 / FROM PROCESS TO PRACTICE
Start with how your team works.
01 / DISCOVER
Understand the process.
Discuss where leads arrive, how sales progress and what the team needs to track.
02 / ALIGN
Confirm the setup.
Match the package to your account features, selected tools and agreed deliverables.
03 / CONFIGURE
Build around the work.
Configure the agreed records, stages, views, dashboards and eligible connections.
04 / ONBOARD
Help the team use it.
Walk through the setup. Ultimate adds formal testing records and a written handoff.
A useful starting point: your current HubSpot status, approximate user count, sales stages, existing tools and the main process you want to improve.
05 / QUESTIONS, ANSWERED
Before your setup begins.
What does TST's HubSpot configuration service include?
We organize HubSpot around how your business handles leads, sales and customer handoffs. Depending on the package, configuration includes records and fields, sales stages, saved views, dashboards, follow-up tools, native integrations and onboarding. Discovery confirms the deliverables for your business.
How do Core, Pro and Ultimate differ?
Core builds a straightforward CRM foundation. Pro adds structure for sales and project operations, plus one approved native integration. Ultimate supports more complex processes with up to two fully configured sales pipelines, up to two approved native integrations, scoped data import, documented testing and a written handoff.
Is TST Pro the same as HubSpot Professional?
No. Core, Pro and Ultimate are TST implementation packages. HubSpot has its own software subscriptions and seats. Your selected TST package does not upgrade your HubSpot subscription. The required product features are checked when confirming the setup.
Can you connect QuickBooks or our calendars?
Pro includes one selected native integration, and Ultimate includes up to two approved native integrations in total. The documented options are QuickBooks Online, Google Calendar and Microsoft 365 Calendar. Compatibility and required connection behavior are confirmed before configuration. QuickBooks Desktop is outside this native integration scope.
Can you import our existing customer data?
Ultimate can include an agreed import after reviewing the source format and field mapping. The included records, objects and cleanup need a defined scope. Larger migrations, extensive cleanup and complex association repair require separate review. Data import is not a standard Core or Pro inclusion.
Can the setup help us track work after a sale?
Pro and Ultimate include configuration for project details and operational views. Where needed and supported by your account, ticket tracking can organize issues or change requests associated with customer records. The fields and process are agreed during discovery.
Will our team receive onboarding?
Yes. All three packages include onboarding focused on using the configured system. The documented session is one hour for Core and two hours for Pro or Ultimate. Session format, attendance and scheduling are confirmed with the project scope.
How are timing and support handled?
Scheduling depends on the agreed scope, account access, integrations and any import needs. There is no fixed turnaround stated for these packages. All tiers include onboarding, and Ultimate includes documented testing and a written handoff. Any continuing administration or additional support needs a separate agreement.
Are advanced workflows and custom integrations included?
The standard packages focus on the configuration and supported native tools agreed during discovery. Advanced workflow branching, custom API integrations, middleware and other work beyond those packages require a separate technical review and scope.
YOUR NEXT STEP