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HubSpot

Keep customer conversations connected to the work.

Caboodle configures HubSpot around your contact records, sales process, intake paths, and reporting needs. We focus on the tools included in your subscription and a daily workflow the team can understand.
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See what's included
HubSpot scope
  • Subscription review
  • Process definition
  • Property setup
  • Pipeline configuration
  • Intake connections

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What's included

Give the portal a practical operating plan.

The final scope names the deliverables, dependencies, and review points before work begins. The work below provides the starting point for that discussion.
  • Subscription review. Confirm the available tools and limits before designing a configuration that depends on them.
  • Process definition. Map inquiry intake, sales stages, ownership, and the customer information required at each step.
  • Property setup. Define the agreed contact, company, and deal information with clear field meanings.
  • Pipeline configuration. Configure stages, owners, and supported rules around the approved sales process.
  • Intake connections. Set up agreed forms or supported connections that bring inquiries into the portal.
  • Workflow configuration. Build the scoped assignments, tasks, notifications, or sequences supported by the subscription.
  • Reporting setup. Prepare agreed views and reports based on the data and process definitions in the setup.
  • User testing and training. Test representative journeys and show the team how to maintain records and move work forward.
How this works

Four steps from the first review to handoff.

Phase 1

Map the team and subscription

Review the process needs and confirm which platform tools are available.
Phase 2

Configure the records and stages

Build the agreed properties, pipelines, forms, and user permissions.
Phase 3

Test the handoffs

Run sample inquiries through intake, assignment, follow-up, and reporting.
Phase 4

Train and document

Give users clear daily instructions and administrators a record of the configuration.
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Connect the customer record to the next piece of work.

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Inquiry follow-up

Inquiry Follow-Up Automation

Automate inquiry assignment, acknowledgements, tasks, reminders, and escalation so your team can track follow-up from arrival through resolution.

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Improve Salesforce records, workflows, permissions, automation, and reporting around the way your team works.

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Let's talk shop

Turn the portal into a working customer process.

Tell us which HubSpot tools you have and where the team gets stuck. We will define a setup that fits.
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