HubSpot Services

HubSpot setup, integrations, and automations

We set up HubSpot and build integrations and automations across your stack so your CRM stays organized and your workflows run automatically.

Book a consultation

Common HubSpot problems we fix

If any of these sound familiar, the fix is usually a clean setup, correct integrations, and practical automations.

CRM is not trusted

Deals and contacts are incomplete, duplicated, or outdated, so the team stops using it.

Manual follow ups

Tasks and reminders live in people’s heads, not in workflows and automation.

Integrations are messy

Data syncs break, fields do not match, and your tools do not agree on the same truth.

Reporting is unclear

Pipeline and revenue reports are unreliable because stages, properties, and rules are inconsistent.

Common pitfalls we prevent

Most HubSpot portals fail for predictable reasons: inconsistent data, unclear ownership, and integrations or automation that create noise.

Pitfalls

What usually goes wrong

Properties are created without standards

Duplicate fields, unclear naming, and no definitions, which breaks reporting and syncs.

Lifecycle and pipeline rules are inconsistent

Stages mean different things to different people, so dashboards are not trusted.

Integrations sync the wrong fields

Tools overwrite each other, data conflicts appear, and you lose the source of truth.

Automation creates noise

Too many tasks and notifications, or workflows that fire with incomplete data.

Migration imports messy data as is

Duplicates, mismatched fields, and bad historical records are carried into HubSpot.

What we do instead

How we keep it clean

Property standards and definitions

Naming rules, required fields, and clear definitions so CRM data stays consistent.

One set of lifecycle and pipeline rules

Stage definitions that match your workflow, plus clean reporting expectations.

Integration mapping and overwrite rules

Field mapping that respects ownership and prevents tools from fighting each other.

Programmable automation and Custom API, when needed

Workflows where they fit, and programmable automation or custom API integrations for edge cases.

Controlled migration with cleanup

Mapping and cleanup before import, so HubSpot stays usable from day one.

HubSpot Live Chat and AI

Your HubSpot chat widget, upgraded with instant AI answers

We can connect the live chat on your website to AI so visitors get instant answers, while HubSpot stays the system of record.

Instant answers in the bottom right chat

Your HubSpot widget responds immediately, powered by AI, using your site and support content.

Smart handoff when the question needs a human

AI answers what it can, then routes the rest into your team flow without losing context.

HubSpot data stays clean

Conversations can be tied back to contacts and pipelines, with clear rules on what gets created or updated.

Website Live Chat Agent AI Agents ClickUp Handoff Workflows

consultevo.com, live chat, connected to AI

Live Chat HubSpot widget

How do I connect HubSpot with my other tools?

We can set up integrations and automations. Want this routed to sales or support?

FAQ

Quick answers about HubSpot setup, integrations, and automations.

ConsultEvo HubSpot

Can you work inside our existing HubSpot portal?

Yes. We can audit and improve an existing portal, clean up properties, fix workflows, and align integrations without rebuilding everything.

Do you do custom API integrations?

Yes. We build custom API based integrations when native integrations or standard automation tools are not enough.

Can you migrate us from another CRM into HubSpot?

Yes. We plan the field mapping, clean the data, and run a controlled migration so you do not import mess into HubSpot.

Can you fix broken workflows or noisy automation?

Yes. We review trigger logic, data requirements, and routing rules to reduce noise and make automation reliable.

Do you provide documentation and admin handover?

Yes. We provide a clear admin handover and documentation so your team can maintain the setup, integrations, and automations.

What tools can HubSpot integrate with?

HubSpot can integrate with many tools. We design field mapping and sync rules so your CRM data stays consistent across your stack.