HubSpot CRM & Email Marketing Integration Setup

Service Scope

HubSpot CRM & Email Marketing Integration Setup is a fixed-scope HubSpot Email Marketing service for one business, one HubSpot account, and the existing HubSpot CRM contact and company structure.

The service covers the approved quantities and configuration described below in one HubSpot account. Work outside those quantities is quoted separately.

The objective is to deliver a practical, documented configuration that the client can understand, approve, and continue using after handoff.

Review CRM-to-Marketing Data Flow

We review the properties, lifecycle stages, lead statuses, form sources, owner fields, subscription data, and other CRM information that should support email segmentation and automation.

• Contact and company properties
• Lifecycle stages and lead status
• Contact ownership
• Subscription and marketing-contact status
• Form and source data

Align CRM Data With Email Marketing

We configure or organize up to fifteen approved properties and up to ten segments or routing structures so the existing HubSpot CRM can support consistent email targeting and workflow enrollment.

• Up to 15 CRM property reviews or mappings
• Lifecycle and status alignment
• Up to 10 segments or routing structures
• Marketing-contact and subscription logic review
• Email targeting readiness

Testing and Validation

We validate the configuration with up to twenty-five representative records and document missing values, conflicting lifecycle logic, or plan limitations that require client action.

• Approved quantities and settings
• Names, properties, fields, and mapping logic
• Visible HubSpot status and permissions
• Representative test result
• Exceptions requiring client action

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work, the configuration visible in HubSpot, and any unresolved platform or third-party dependency.

• 1 HubSpot CRM and email marketing alignment review
• Up to 15 properties
• Lifecycle and lead-status mapping
• Up to 10 segments or routing structures
• Marketing-contact logic review
• Validation with up to 25 sample records
• Implementation summary

Client Requirements

Before work begins, the client must provide the following access, information, content, and approvals:

• HubSpot Super Admin access or the permissions required for the approved work
• An active HubSpot plan that supports the requested configuration
• Final business information, brand assets, content, data, and implementation instructions required for the service
• Permission-based contact data and accurate subscription or marketing-status instructions when contacts are involved
• Timely review and written approval of proposed settings and test results
• Accurate definitions for lifecycle stages and lead statuses
• Representative contact and company records
• Written rules for which records should be eligible for marketing

Delivery and Revisions

Standard delivery is 5–7 business days after all required access, content, data, and approvals are received. Platform processing, DNS propagation, app review, or other third-party delays may extend completion.

One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, replacement data, additional assets, or a materially different configuration is treated as separate work.

Important Scope Boundaries

The following items are not included in this service:

• Migration from an external CRM
• Custom API or middleware development
• Sales pipeline redesign
• Large-scale CRM data cleanup
• Workflow build beyond the included routing structures
• HubSpot subscription, contact-tier, add-on, app, or third-party software fees
• Original legal, privacy, or regulatory advice
• Unapproved work outside the stated quantities
• Ongoing management after handoff
• Guaranteed delivery, inbox placement, engagement, leads, conversions, or revenue