HubSpot CRM

HubSpot CRM & Automation.

My HubSpot experience goes beyond website development — CRM setup, custom properties, field mapping, integrations and workflow automation across connected systems.

HubSpot CRM

Dentally ↔ HubSpot Integration

Created workflows for both Dentally → HubSpot and HubSpot → Dentally to keep contacts and properties synchronized with accurate field mapping.

The workflows handle updates, deal-stage changes, and patient record creation so data remains consistent across both systems.

  • Bidirectional data sync
  • Field mapping
  • Contact & property synchronization
  • Workflow automation
  • Deal-stage updates
  • Patient/contact record creation
HubSpot CRM

Semble ↔ HubSpot Integration

Set up the Semble ↔ HubSpot integration using Semble Connect, including bidirectional contact/patient syncing, custom properties, field mapping, and automated workflows.

Configured properties such as Patient Contact ID, Relationship Type, Blood Type, Preferred Clinic, and other required fields.

Implemented workflows for family relationships, data synchronization, and contact classification across lead, prospect, and customer stages.

  • Semble Connect
  • Bidirectional sync
  • Custom properties
  • Field mapping
  • Workflow automation
  • Contact classification
  • Data validation/testing
HubSpot CRM

HubSpot Inbound & Sales Automation

Built HubSpot inbound workflows to automate the sales process from qualified lead through deal creation and follow-up.

When a lead is marked as Qualified, a deal is automatically created in the Sales Pipeline, assigned to the appropriate owner, associated with the relevant contact and company, and supported by stage-specific tasks.

  1. 01 Qualified Lead
  2. 02 Deal Created
  3. 03 Owner Assigned
  4. 04 Contact + Company Associated
  5. 05 Discovery
  6. 06 Demo
  7. 07 Proposal
  8. 08 Follow-up
  • Deal-stage automation
  • Deal property updates
  • Email notifications
  • Task creation
  • Owner assignment
  • Contact/company association
  • Follow-up automation
  • Lead re-engagement

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