HubSpot Data Hub Implementation

What companies come to me with

Duplicates after every import

A trade show list, a store export and a web form all add copies of the same companies, and merging by hand can’t keep up.

Two versions of the same customer

The billing address changes in the finance system, and a rep calls with the old details still in HubSpot.

Numbers from a spreadsheet

Customer value and last purchase date are calculated in Excel, so the report is only as current as the last export.

What I set up in Data Hub scope set in the workshop

Quality

Clean data coming in

Duplicate merge rules and consistent formats for names, phone numbers and addresses. A tax ID as a unique property, so no company gets created twice.

Sync

Data from other systems

For each piece of data we pick a source system and a matching key: a person by email, a company by tax ID. Then the data flows on its own.

Calculations

Properties that calculate themselves

Customer value, order count and last purchase date calculated in HubSpot, ready for segments and reports.

Code

Logic in code

Custom code workflow actions, webhooks and connectors in Node or Python where settings fall short.

Custom API integrations

Monitoring

An alert when data stops flowing

A sync log and a notification to a named person when an integration stops. You don’t find out about a failure from a report a month later.

How the implementation works

1
Free consultation30 minutes
You tell me which systems feed HubSpot today and which numbers you don’t trust. I tell you where I would start the cleanup.
2
Pre-implementation workshop1.5-2 hour sessions
I map the systems that feed HubSpot, and we agree where each piece of information comes from. The implementation document covers the cleanup, the connections and the recommended license.
3
Setup and dataPer the document
I back up the data before any cleanup. Then I merge duplicates and set up quality rules and sync. The first run uses a cutoff date, so old data doesn’t get pulled in.
4
TrainingFor your data owner
I show how to read the sync log and quality reports, and what to do when an alert comes in. The code stays with you, documented.
5
Ongoing supportOn demand or on a retainer
After launch you reach out when you need something, or we agree on a fixed scope of work for each month.

Who you'll work with Gracjan Kasprzyk, Spectage

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.

HubSpot portals

50+

New implementations and cleanups of existing ones

Migrations

15+

Full migrations from other CRMs

Teams

Dozens

Sales, marketing and service teams trained

Consulting

Hundreds

Hours of hands-on work with clients in HubSpot

Book a free consultation

Questions before a Data Hub implementation

Why Data Hub if HubSpot already has workflows?

Workflows in the other hubs handle simple cleanup, such as formatting fields. Data Hub, formerly Operations Hub, adds sync with other systems, duplicate management at scale and custom code actions.

Which Data Hub edition should we choose?

It depends on the number of systems to connect and whether you need logic in code. My recommendation is in the document after the workshop.

How much does a Data Hub implementation cost?

We’ll work it out on the call, once I know your systems and the state of your database. You pay for the Data Hub license separately, directly to HubSpot.

How much of our team’s time will it take?

Most of it falls on the person who knows your data: they join the workshop and check the database after cleanup, in 1.5-2 hour sessions. I handle merging, sync and code.

Will HubSpot connect to our ERP?

Usually, yes. I check for an existing integration first and write custom code where it doesn’t cover your case. Every connection has a documented data source and an alert.

We already have integrations in Make or our own scripts. What happens to them?

First I check what they do and where they get their data. The ones that work stay, and I document them. The ones that break or duplicate each other, I rewrite.