HubSpot Onboarding: The 101 on Setting Up HubSpot

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HubSpot onboarding is a critical part of gearing up your future marketing schemes.

HubSpot is among the most popular marketing automation tool across the entire web with its usage being almost three times that of the least popular top websites.

In short, there’s no question as to why businesses employ HubSpot. But it makes perfect sense to ask how to set up HubSpot in the first place.

If you need some guidance to get things running with HubSpot, you’re in luck. Today, you’ll get the 101 on HubSpot onboarding!

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What Is HubSpot Onboarding?

HubSpot onboarding is the process of configuring your HubSpot tooling and familiarizing yourself with the essential features of the platform. 

The objective is to make sure HubSpot is ready-to-use and that all its necessary assets are at your disposal.

To be sure, the magnitude of HubSpot’s potential is quite vast. Not only does HubSpot serve as a customer relationship management (CRM) tool but as a content optimization system (COS) as well.

HubSpot’s COS, of course, is an extension of its content management system (CMS). The tool enforces a reputable content strategy that is sure to bring results.

By combining the efforts of HubSpot’s marketing automation tools with its clever content curation, you’ll reach your business goals quickly and efficiently.

But HubSpot is also a feature-heavy platform offering the creation, management, and analysis of reports, workflows, emails, pipelines, forms, and integrations.

This is to say, HubSpot onboarding is by no means easy. Configuration can range from managing HubSpot integrations to pipeline scoring.

Many software professionals and businesses have recognized the complexity involved in this undertaking.

As a result, an industry of HubSpot onboarding experts has emerged to pick up the pieces of many failed onboarding attempts.

Onboarding specialists have strategic HubSpot onboarding plans, checklists, and programs to get the job done as possible.

Though HubSpot itself will guide you through the fundamentals, choosing a qualified consultant gives you custom options and counsel.

HubSpot partner agencies work towards business growth and offer more than mere technical guidance. 

Implementation vs. Onboarding vs. Replatfroming

HubSpot onboarding is a bit more complicated than pressing a ‘Start’ button. In reality, there are three primary subject areas where setting up HubSpot is concerned.


The first step in setting up HubSpot is implementation. Implementing HubSpot means setting up the basic technical infrastructure of the software. 

At a glance, HubSpot implementation involves:

  • Installing HubSpot tags on your website
  • Installing pre-built integration via HubSpot App Marketplace
  • Setting up buyer personas and lead lifecycle stages
  • Linking HubSpot with Google Analytics
  • Structuring basic pipelines

Naturally, there are more avenues of HubSpot implementation than just the tasks listed above. But this should give you a preview of what to expect.

HubSpot implementation does not require much technical knowledge, but back-end developers would be well-suited for the role.


HubSpot onboarding is noticeably more advanced than implementation.

This is because, in addition to the technical component of setup, onboarding involves optimizing business activities in accordance with the platform.

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HubSpot is a full-fledged inbound marketing platform. It’s well-known for distinguishing its capabilities through several key hubs: Marketing Hub, Sales Hub, Service Hub, CMS Hub, and Operations Hub.

Ensuring that these various hubs are prepared to service you could mean:

  • Building workflows to nurture website leads
  • Integrating third-party automation tools to move prospects through the funnel
  • Creating customer service rituals to better your support capacity
  • Choosing and designing templates for landing pages, emails, and custom modules

To get the most out of your tools, HubSpot onboarding is the least you can do.

However, the more intimate details of the process could use the help of a professional team.


HubSpot re-platforming is by far the most complex process of all three. At this level, businesses are aiming for partial migration.

In context, this means the organization has tried-and-true tools for meeting their business objectives.

Yet, they’ve begun to recognize that an upgrade is in order. And that upgrade needs HubSpot.

Data migration tends to be the most difficult task within this process. Businesses require access to their historical data to create a comprehensive picture of their contacts. 

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Often businesses commission external teams to better translate established business data into the HubSpot framework.

Who Needs HubSpot Onboarding?

HubSpot onboarding comes with an array of challenges that can jeopardize your business goals if not properly accounted for.

If you’re not using a professional team, here are the common issues that you might face.

Data Migration & Integration

Data integration and migration are no doubt the main points of contention in an onboarding process.

Data is king. But managing data is highly technical. First, business users must migrate their data from their old CRM platform to HubSpot.

A migration of this kind requires data accuracy, object and field mapping, and data placement validation.

Hopefully, all goes well. But if it doesn’t, you risk losing important data and hurting your business.

Even if that goes well, to truly make the best of the HubSpot CRM, you will need custom integrations to boost the platform’s utility.

Those who venture to do so must be familiar with the HubSpot API to build custom integration architecture and develop apps.

But often this requires data integration. And sometimes the cookie-cutter data integration tools do not account for your unique business system.


Automation is one of HubSpot’s best assets. HubSpot carries many marketing automation tools for creating workflows, templates, pipelines, and more. 

If you know anything about automation, then you know it saves you quite a bit of time and manual labor.

On the other hand, setting up automation in the first place is a meticulous procedure.

Analytics & Tracking

Productive business management thrives on analytics and data tracking. But only if the insights you gather are comprehensive and valuable.

Through HubSpot, you can track the performance of your campaigns, websites, and ads amongst other metrics.

In order to do this, you will need to set up tracking on HubSpot. If done improperly, the data you receive will be inaccurate.

Shifting Platforms

Shifting from one platform to another can be a change of pace. Not to mention, the migration itself is frustratingly difficult.

In HubSpot CMS migration, for instance, there are many technicalities that should be given due attention.

Maintaining your URL structures via redirection, domain forwarding, matching metadata to hopefully uniform pages, are just some of the things that must go smoothly during migration. 

There are also a number of things that simply cannot be migrated to HubSpot.

Blog comments, database-driven pages, and pop-up forms and notifications name a few migration-resistant website elements.

And given a successful migration, you still have to learn the nuances of the HubSpot platform, from their drag-and-drop editor to how to manage smart content.

Needless to say, all this can be cumbersome and push well-meaning business users into the arms of onboarding experts.

Why Choose Trio for HubSpot Onboarding?

By now, it’s probably clear that HubSpot onboarding isn’t just busywork. It’s an intensive but necessary endeavor that will secure long-term success in your organization’s business activity with HubSpot.

Trio developers are HubSpot certified. This means they have formal training and experience working with HubSpot in every capacity.

Hire a team at Trio to guide your business along the onboarding process. Trio HubSpot developers are at your service!

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With over 10 years of experience in software outsourcing, Alex has assisted in building high-performance teams before co-founding Trio with his partner Daniel. Today he enjoys helping people hire the best software developers from Latin America and writing great content on how to do that!
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