---
type: "Service"
title: "HubSpot consulting"
description: "We turn HubSpot into a system where marketing and sales work from the same data."
url: "https://www.roicool.com/en/services/hubspot-consulting"
lang: "en"
dateModified: "2026-10-20"
expert: "Zehra Adaş"
resource: "https://www.roicool.com/en/services/hubspot-consulting"
alternates:
  tr: "https://www.roicool.com/hizmetler/hubspot-danismanligi.md"
generated: { by: "process:roicool-cms", at: "2026-10-20T15:55:19.827Z" }
related:
  - { title: "SESTEK", resource: "https://www.roicool.com/en/projects/sestek.md" }
  - { title: "All projects", resource: "https://www.roicool.com/en/case-studies.md" }
  - { title: "CRM consulting", resource: "https://www.roicool.com/en/services/crm-consulting.md" }
  - { title: "Zoho CRM consulting", resource: "https://www.roicool.com/en/services/zoho-crm-consulting.md" }
  - { title: "Bitrix24 consulting", resource: "https://www.roicool.com/en/services/bitrix24-consulting.md" }
  - { title: "Salesforce consulting", resource: "https://www.roicool.com/en/services/salesforce-consulting.md" }
  - { title: "Microsoft Dynamics 365 consulting", resource: "https://www.roicool.com/en/services/dynamics-365-consulting.md" }
  - { title: "Pipedrive consulting", resource: "https://www.roicool.com/en/services/pipedrive-consulting.md" }
  - { title: "CRM migration", resource: "https://www.roicool.com/en/services/crm-migration.md" }
---

# HubSpot consulting

HubSpot consulting covers setting up the HubSpot CRM platform (Marketing, Sales and Service Hub) around a company's marketing and sales process, fixing an existing setup, and connecting it to advertising and analytics tools. Roicool sets up lifecycle stages, lead scoring and automation in HubSpot and sends sales data back to the ad platforms.

- You have a HubSpot licence but use only a small part of it.
- Lifecycle stages are undefined; MQL and SQL mean different things to different people.
- Marketing emails and sales follow-up run separately.
- Sales data in HubSpot doesn't reach the ad platforms.
- You are planning to move to HubSpot from another CRM.

### Lifecycle and pipelines

Definitions for the lead, MQL, SQL, opportunity and customer stages; sales pipeline stages and rules.

### Data model

Properties, required fields, company and contact associations, source tracking.

### Automation

Lead assignment, scoring, nurture emails, sales tasks and reminders.

### Integrations

Web forms, Google Ads and Meta lead forms, lifecycle stages sent as [offline conversions](https://www.roicool.com/en/blog/google-ads-offline-conversion-tracking), calendar and email, and phone and WhatsApp where needed.

### Reporting and training

Marketing and sales dashboards; role-based training.

1. **Discovery and portal audit (1–2 weeks)**
2. **Process and data model design**
3. **Setup and integrations (2–6 weeks)**
4. **Training and go-live**
5. **First-month support and improvements**

- Process and lifecycle document
- Configured HubSpot portal
- Integrations and automations
- Dashboards and training

## Work we did in this area

- [SESTEK](https://www.roicool.com/en/projects/sestek)
- [Lin Clinic](https://www.roicool.com/en/projects/lin-clinic)
- [All projects](https://www.roicool.com/en/case-studies)

## More services in CRM consulting

- [CRM consulting](https://www.roicool.com/en/services/crm-consulting)
- [Zoho CRM consulting](https://www.roicool.com/en/services/zoho-crm-consulting)
- [Bitrix24 consulting](https://www.roicool.com/en/services/bitrix24-consulting)
- [Salesforce consulting](https://www.roicool.com/en/services/salesforce-consulting)
- [Microsoft Dynamics 365 consulting](https://www.roicool.com/en/services/dynamics-365-consulting)
- [Pipedrive consulting](https://www.roicool.com/en/services/pipedrive-consulting)
- [CRM migration](https://www.roicool.com/en/services/crm-migration)

## FAQ

### Which HubSpot products do you work with?

The HubSpot CRM platform, mainly Marketing Hub, Sales Hub and Service Hub. We set the scope by your licence and your needs.

### Is HubSpot's free version enough?

It can be enough to start managing contacts and deals. Once you need automation, advanced reporting or more users, you have to move to a paid tier; we suggest choosing based on what you will need over the next two years.

### Can you connect HubSpot to Google Ads and Meta?

Yes. Connecting the ad accounts, routing lead forms into HubSpot and sending lifecycle stages to the ad platforms as conversions are all part of the setup.

### Do you migrate from other CRMs to HubSpot?

Yes. We plan the move with an inventory, a mapping table, data cleanup, a test import and a validated final import.

Breadcrumb: [Home](https://www.roicool.com/en) › [Services](https://www.roicool.com/en/services) › [CRM consulting](https://www.roicool.com/en/services/crm-consulting) › HubSpot consulting

Source: https://www.roicool.com/en/services/hubspot-consulting · Last updated: 2026-10-20