CRM Data6 min read
Salesforce to HubSpot migration: what maps cleanly and what does not
Leads, accounts, opportunities, record types and nine years of activity. The objects that move cleanly, the five that do not, and the order to move them in.
Field notes
What we learned doing the work.
Specific, technical, occasionally opinionated. No listicles, no reposted HubSpot release notes.
- Integrations5 min read
Running HubSpot and Salesforce together: how the sync really behaves
Inclusion lists, field sync rules, API call budgets and duplicates. How to run marketing in HubSpot and sales in Salesforce without two versions of a lead.
- Integrations5 min read
WordPress HubSpot integration: plugin, Forms API or keep your own forms
The official plugin, HubSpot forms embedded on WordPress, or your existing forms posting to the Forms API. What each one does to attribution, speed and consent.
- SEO5 min read
WordPress to HubSpot CMS migration: posts, pages, plugins and URLs
What the HubSpot import tools move, what they leave behind, and the four things that actually decide a migration: URLs, shortcodes, custom post types and forms.
- Integrations5 min read
HubSpot ERP integration: what to sync, in which direction, and why
NetSuite, SAP, Dynamics or Odoo. Which records the ERP owns, which HubSpot owns, how closed won becomes a sales order, and the fields that cause disputes.
- HubSpot5 min read
How to change a static list to an active list in HubSpot
HubSpot can convert a static segment to active, but only if it has filters. The steps, what happens to the members, and the workaround when it has none.
- CRM Data4 min read
The HubSpot Industry property: how to get every value, and when to stop using it
HubSpot ships about 150 Industry options you cannot delete. How to pull the complete list in one API call, and when a custom segment property serves you better.
- Integrations5 min read
Can you schedule a recurring CSV import in HubSpot?
HubSpot has no scheduled import button. The three ways teams automate a recurring CSV anyway, from the Imports API to a full pipeline, and how to choose.
- Web Performance5 min read
Shopify page speed optimization that does not regress in six weeks
Remove apps and compress images is where most advice stops. The mechanism that makes it hold is a JavaScript and LCP budget that fails the build.
- CRM Data5 min read
Why sales reps don't use the CRM (it is not a training problem)
Vendor blogs blame change management. The actual causes are undefined deal stages, duplicate records, slow routing and reports nobody reads. All configuration.
- Engagements6 min read
In-house developer vs development agency: the cost math with the assumptions shown
Salary is the smallest line. Recruiting time, ramp to first useful output, senior review load and what happens when they leave, with every figure sourced.
- Integrations4 min read
How to create a HubSpot private app, and how to scope it properly
API keys are gone. Private apps issue scoped access tokens. What to grant, what to refuse, and how to rotate the token without an outage.
- HubSpot4 min read
HubSpot active vs static lists: which one you actually want
Active lists update themselves and change size. Static lists are a snapshot. Picking the wrong one is why a campaign sends to the wrong people.
- HubSpot4 min read
HubSpot custom objects: when you actually need one
The test is whether the thing has its own lifecycle and its own records. Most requests for a custom object are solved by a property or an association.
- SEO5 min read
Building a 301 redirect map: the URLs that break migrations
Query strings, paginated URLs, trailing slashes and redirect chains. How to build a map from three data sources and test it before launch, not after.
- Integrations5 min read
AI automation for back office processes: what you test before you build
A labelled evaluation set, an agreed pass threshold, confidence based escalation and a shadow run. How to prove an automation works before it touches live work.
- Integrations6 min read
How to sync a system to HubSpot when it only exports a CSV
A file export is a legitimate integration source. The architecture that makes a nightly CSV as reliable as an API: validation, keyed upserts and alerting.
- HubSpot5 min read
What a HubSpot portal audit should hand you, and why ours costs $100
The six review areas, the contents of the deliverable, who on your side acts on each finding, and the reason a genuinely useful audit is not free.
- HubSpot4 min read
HubSpot workflows that do not misfire
Enrolment triggers, re-enrolment, suppression and the four failure modes that make automation email the wrong person at the wrong time.
- Integrations5 min read
How does a HubSpot integration actually work?
Marketplace app, custom private app or file pipeline. What moves the data, what a sync direction really means, and what happens when the two systems disagree.
- Integrations5 min read
API integration error handling, written for the person who gets the email
Idempotent upserts, dead letter queues, quarantine reports and alerting on absence. What happens operationally when the nightly file does not arrive.
- HubSpot6 min read
What HubSpot implementation actually costs in 2026
Real numbers for HubSpot implementation: partner project fees, hourly rates, the onboarding fee waiver most buyers miss, and what moves the price up or down.
- Engagements5 min read
Paid discovery, one week, $1,500, and you keep the document
What a one week paid scoping phase produces, what it costs, why it is credited against the project, and what you own if you decide not to proceed.
- SEO5 min read
Website redesign without losing SEO: the procedure, not the reminder
Beyond "remember your redirects": URL inventory, query strings, pagination, Search Console submission, and the four weeks of monitoring after cutover.
- HubSpot5 min read
How the HubSpot drag and drop editor actually works
Templates, sections, rows, columns and modules: what each layer controls, why some areas will not let you drop, and how to fix a broken layout.
- HubSpot6 min read
A HubSpot implementation checklist that survives the first quarter
Not a list of settings to switch on. Deal stage exit criteria, lifecycle definitions, routing SLAs, and which reports not to build yet.
- Integrations6 min read
Custom API integration services: the six stages, with week numbers
What an integration engagement actually contains: systems audit, mapping contract, staging build, backfill and reconciliation, cutover, and who holds the runbook.
- Engagements6 min read
Fixed price software development: the number before the call
Published starting figures, a $1,500 scoping week that turns them into a locked fee, and the one condition under which the number is allowed to move.
- Web Performance5 min read
HubSpot CMS vs WordPress: how to actually choose
A decision framework for HubSpot Content Hub versus WordPress, based on who owns the site, whether CRM attribution matters, and what you are willing to maintain.
- CRM Data5 min read
HubSpot properties: how to name them and when to delete one
Internal names are permanent, field types are mostly not changeable, and a property nobody fills in is worse than no property. A practical cleanup pass.
- CRM Data5 min read
How to import contacts into HubSpot without creating duplicates
What HubSpot matches on, why a second import doubles your database, and the profiling you do before the file goes anywhere near the portal.
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