AVAILABLE FOR HUBSPOT PROJECTS
HubSpot can’t do it?
I probably can.
I design, build and fix advanced HubSpot systems
for businesses that need more than standard CRM configuration.
Custom automation, workflows, APIs, integrations and CRM
architecture built around the way your business actually works.
Modular Workflows
Production Scripts
HubSpot Experience
Based Consultant
HubSpot
Extended.
From one difficult workflow to an entire CRM architecture,
I combine native HubSpot with custom development when the
business requirement demands more.
The starting point is the business problem, not trying to
force it into a particular HubSpot feature.
Custom Development
Make HubSpot do the unusual. Custom-coded workflow actions,
calculations, associated-record processing, data transformation
and complex business logic.
Advanced Automation
Customer journeys, operational processes, routing and
modular workflow architecture designed around the way
your business actually operates.
Integrations
Connect HubSpot with external systems using APIs,
webhooks, private apps and middleware.
CRM Architecture
Properties, pipelines, lifecycle architecture,
associations, permissions and governance designed
as one coherent CRM system.
HubSpot Rescue
Workflow failures, broken automation, duplicate data,
API problems and CRM setups that have become difficult
to understand or maintain.
Data & Reporting
Data hygiene, lifecycle reporting, dashboards,
governance, property architecture and meaningful
management reporting.
Advanced
Workflows.
Workflows should reflect the business process rather than
forcing the business to work around the CRM.
I build modular automation that is easier to understand,
test, troubleshoot and maintain.
System File 02.01 / Advanced Automation
Complex business process.
Structured HubSpot automation.
Combine enrolment logic, branches, workflow actions,
CRM properties, custom code and external services to
create operational processes that go beyond simple automation.
Sound
familiar?
These are usually signs that HubSpot needs better
architecture, better automation or some custom development.
“HubSpot can’t do this.”
It may need custom code, an API or a different architecture
rather than another workaround.
“Our workflows are a mess.”
Break complex automation into modular, understandable
and maintainable processes.
“Leads aren’t routing correctly.”
Build intelligent routing around capacity, availability
and your actual business rules.
“Our systems don’t talk.”
Connect HubSpot to external platforms using APIs,
webhooks and middleware.
“We don’t trust the CRM data.”
Fix property architecture, data quality, lifecycle
management and governance.
“Nobody understands the setup.”
Simplify and document the CRM so the next person can
actually understand it.
NATIVE HUBSPOT IS THE STARTING POINT
It doesn’t have to be
the limit.
Connect your
systems.
HubSpot shouldn’t live on an island.
I can connect HubSpot with other business systems and
build the logic required to move data between them.
System File 04.01 / Integrations
HubSpot at the centre of a connected business.
APIs, webhooks, private apps and middleware provide the
bridge between HubSpot and the systems around it.
Complete
CRM builds.
Moving to HubSpot or rebuilding an existing portal?
I design the CRM as a complete system covering data,
lifecycle, automation, reporting and the people who
need to use it.
System File 05.01 / CRM Implementation
Build the architecture properly from the start.
Structured CRM builds covering data mapping, migration,
properties, pipelines, lifecycle design, automation,
permissions, reporting and enablement.
Systems
I’ve built.
Not theory. Real HubSpot architecture, automation and
development simplified here to show the thinking behind
the solution.
Project File 06.01 / Associated Records
Multiple deals. One intelligent customer status.
Project File 06.02 / Automation
Complex business process. Automated HubSpot solution.
Project File 06.03 / Documents
CRM data transformed into automated documents.
Project File 06.04 / CRM Logic
CRM logic designed around the customer journey.
Built in the
real world.
Practical HubSpot architecture designed for production
environments, not just demonstrations.
300+
Modular Workflows
Complex megaflows rebuilt into smaller, single-purpose
workflows with clearer logic, governance and maintainability.
50+
Production Scripts
Custom workflow code covering calculations, APIs,
associations, data transformation, error handling and
business logic.
CRM
Advanced Lead Routing
Advisor distribution using capacity, availability and
overflow logic rather than basic round-robin assignment.
Problem to
production.
The aim is not simply to make something work.
The solution should remain understandable, testable
and maintainable after launch.
01 / DISCOVER
Understand
Define the business problem and required outcome.
02 / DESIGN
Architect
Choose native HubSpot, automation, code or integration.
03 / BUILD
Develop
Configure and develop the solution.
04 / QA
Test
Test normal scenarios, edge cases and failures.
05 / RELEASE
Launch
Deploy with appropriate monitoring and safeguards.
06 / HANDOVER
Document
Leave a system that remains understandable and maintainable.
Carl
Wood.
UK HubSpot CRM specialist with a background spanning
CRM, digital marketing and ecommerce.
Technical enough to build it.
Commercial enough to understand why.
I approach HubSpot as a business system, not simply
a collection of features.
That means understanding the commercial and operational
requirement first, then deciding whether the right solution
is native HubSpot, advanced automation, custom code,
an integration or a combination of them.
Straight
answers.
Common questions about HubSpot consultancy,
development and CRM projects.
Can you build things HubSpot doesn’t provide natively?
Yes. Custom code, APIs, webhooks and external systems
can significantly extend HubSpot where appropriate.
Can you fix an existing HubSpot setup?
Yes. I can audit and troubleshoot workflows, data,
integrations, properties, pipelines and reporting.
Can you build a complete HubSpot CRM?
Yes. This can include architecture, migration, properties,
pipelines, automation, permissions and reporting.
Can you integrate HubSpot with another platform?
Yes, where the external system provides an appropriate
API, webhook or other integration method.
Do you work on smaller projects?
Yes. Projects can range from fixing a single workflow
through to designing a complete CRM environment.
What if I’m not sure what HubSpot needs?
Start with the business problem rather than the technical
solution. I can help determine the most appropriate approach.
Need HubSpot to do
something unusual?
Tell me what you’re trying to achieve. I’ll work out whether
the best approach is native HubSpot, advanced automation,
custom development or an integration.
