Extension Architecture

Hubspot Sales & Marketing onboarding, implementation & training.

The Brief

Extension architecture required an experienced Hubspot partner to provide Hubspot Sales On-boarding & Setup, Hubspot Marketing On-boarding & Setup, Email marketing and automation, persona development and lead qualification as well as training and support.

Revio also provided a solution for integrating Hubspot and Xero to sync Deal data with Xero invoicing.

Custom Hubspot quote templates were also designed and built to align with their brand.

Task Summary

Hubspot Sales On-boarding & Setup

Contact & Company Clean up

Buyer Persona Implementation

Hubspot Marketing On-boarding & Setup

Marketing Automation

Hubspot Training

Hubspot & Xero Integration

Design & Build Custom Quote Templates

Custom Form Integrations

Advanced Hubspot reporting