HubSpot CRM Setup & Integration

I’m ready to move our entire customer database into HubSpot, but I want the foundation built correctly from day one. The immediate priorities are migrating all current records, building the custom fields we’ll rely on for reporting, and wiring HubSpot into the other tools we use every day.

Here’s what I need from you:

• Data migration – import contacts, companies, deals, and historical emails/notes from our existing platform (CSV exports are available). I expect clean mapping, deduplication, and a post-import audit so everything lands in the right place.

• Custom field creation – configure the extra properties that drive our segmentation and pipeline reporting. I have a draft property list; your job is to set them up, choose the right field types, and verify that workflows recognize them.

• Integration with other tools – connect HubSpot to our email service, Slack notifications, and a payment app via native integrations or Zapier/API. Each connection must be tested end-to-end so data syncs reliably.

Acceptance criteria: all records visible in HubSpot with 0% import errors, custom properties functioning in filters and dashboards, and each integration passing a live data-sync test.

If you’re fluent in HubSpot CRM, comfortable with bulk data work, and can document your process clearly, let’s talk.