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DELIVERY MODULE 1 to 2 weeks

Native Integrations Setup

Install, configure, and validate HubSpot App Marketplace integrations so key business tools sync data with HubSpot reliably.

Delivery module

AU$640

1 to 2 weeks

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What this module actually does

Included

Client has their key business tools connected to HubSpot via native marketplace integrations.
Data flows reliably between systems with correct field mapping and sync direction.
Integration configuration is documented so the client can reference it for troubleshooting or onboarding new team members.
Client understands how to monitor sync health and identify issues.

Not included

Custom API integrations or middleware (Make, Zapier, custom code)
Integrations not available in the HubSpot App Marketplace
Ongoing sync monitoring, troubleshooting, or maintenance
Data migration or backfill of historical records through the integration
Workflow automation triggered by integration data
Custom property creation in HubSpot or the connected system
Advanced field mapping logic (calculated fields, conditional mappings)
Multi-instance connections (e.g. connecting two separate Xero accounts)
Integration-specific billing or subscription setup on the third-party side

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

The name of the tool to connect, needed before Integration Scoping and Requirements Confirmation
Partner Admin access to HubSpot, needed before Integration Installation and Authentication
An admin login to the other tool, or the person who has one available for the install, needed before Integration Installation and Authentication
Which objects should sync and in which direction, and which system should win when values differ, needed before Sync Settings and Field Mapping Configuration
A Data Hub subscription if you need custom field mappings beyond the defaults, needed before Sync Settings and Field Mapping Configuration
Up to 10 sample records per object we can use for testing, needed before Data Flow Validation and Sample Record Testing

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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