1. Scope It.
Our solution scoping service provides access to our pre-sales and engineers. They will work with you to uncover the customisation options for you whilst speeding up the decision-making process so that you realise value quickly.
give your team the experience they deserve
HubSpot customisation. From custom objects to tools and apps.
Overview: Whilst we focus on using HubSpot to create great experiences for your customers, it's just as crucial for your users to have a great experience.
Customise for the user
Keeping your users happy is critical for long-term solid adoption. We can help remove friction from their workflows by surfacing the right inputs at the right time, setting HubSpot up, so only relevant information is shown at the right time and providing tools and interfaces that streamline their workflow.
Not only does this attention to detail save time in the long run, but it makes doing work more fun!
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Our Lifecycle Services approach to customising HubSpot
Struto's lifecycle services model is our proven process designed to guide you through the buying, project planning, implementation and ongoing management and support of any solution we provide from HubSpot to systems integration, application development through to website design and development.
4. Run It.
Extract maximum value from your investment. Our Success Services provide a flexible way to access the people to help make your HubSpot journey a success. We don't just do HubSpot but can help your become HubSpot gurus and digital strategists.
2. Plan It.
Suppose your implementation has complex elements like middleware being created or user interfaces to be designed; you will need to plan for success. This phase documents the deeper requirements and brings everything needed in a blueprint for success and a plan to deliver it.
3. Do It.
In this phase, we implement your HubSpot customisation project. You will work with our project management team, who will help coordinate your onboarding if you are in the early stages of adoption in conjunction with the broader project requirements throughout the process through to handover.
1. Scope It.
Our solution scoping service provides access to our pre-sales and engineers. They will work with you to uncover the customisation options for you whilst speeding up the decision-making process so that you realise value quickly.
2. Plan It.
Suppose your implementation has complex elements like middleware being created or user interfaces to be designed; you will need to plan for success. This phase documents the deeper requirements and brings everything needed in a blueprint for success and a plan to deliver it.
3. Do It.
In this phase, we implement your HubSpot customisation project. You will work with our project management team, who will help coordinate your onboarding if you are in the early stages of adoption in conjunction with the broader project requirements throughout the process through to handover.
4. Run It.
Extract maximum value from your investment. Our Success Services provide a flexible way to access the people to help make your HubSpot journey a success. We don't just do HubSpot but can help your become HubSpot gurus and digital strategists.
Create great user experiences by making workflows more efficient
Overview: HubSpot is great out of the box, but as with most software, it's crafted to work for the many. What if you have unique workflow requirements for your users?
Custom fields
Adding custom fields to HubSpot is the most common form of customisation. It's also one of the easiest, and that makes it dangerous.
We'll plan to customise your data architecture in advance as part of our planning phase. Adding custom fields is often part of a data migration exercise, but some businesses require fields added post-migration.
Every data point you add to your systems generates overhead and potential friction. Plan well and customise in a structured manner.
Custom objects
Custom objects are one of the most powerful tools in the customisation arsenal. Objects are containers for fields in HubSpot. Examples of objects are Contacts, Companies and Deals.
When adding objects to HubSpot, you will affect how the platform works and how the data relationships between the objects work.
We recommend thorough planning of both the object structures and the relationships before execution.
Custom calculators
HubSpot has been adding functionality to the platform allowing it to perform calculations in fields and workflows. We can help you use these effectively, but we can also build more complex calculators.
We've seen companies using spreadsheets to calculate different pricing or service jobs in the past. By building small middleware applications to handle the calculations and then surfacing the inputs in the HubSpot CRM, we can streamline the user experience.
Custom tools
Custom tools can take a variety of forms. The most common is creating a piece of middleware that sits between HubSpot and your backend systems. This use case is about moving beyond calculators to bespoke custom applications.
Using software like Laravel, we can create ways of integrating your systems and providing user interfaces to engage with data in other systems across your tech stack.
Cards API
HubSpot's Cards API allows us to surface user interfaces from bespoke applications we create within HubSpot so that users can engage with those applications without leaving the software.
Help your users streamline their workflows and give them access to the tools they need when they need them.
Custom HubSpot workflows
Building custom workflows in HubSpot is nothing new. Adding custom code to workflows is. This feature opens up a world of opportunities to power up your HubSpot workflows.
Custom coded workflows allow us to automate more and more tasks in HubSpot without the need for external BPA software.
A guide to buying HubSpot
A comprehensive guide to buying HubSpot for every business
Help your users do more with less
Very often, friction encountered by users when they use software is down to not having access to the right data at the right time and having to flip between systems to accomplish tasks.
By customising HubSpot, we can streamline their workflows and remove the friction. In doing so, we save you time and money by helping your team be more efficient.
You'll get:
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Ready to customise your HubSpot software?
We believe in helping you create a great customer experience for your prospects, customers and your users and would love to discuss your goals, whether simple or complex.
Book a free chat with Sean.
"The first point in building a wonderful customer experience is confirming the various parts of the journey are either in play or planned for. Our team is ready to help you scope out this journey and advise on the solutions required to amplify not only your customers' but your own experience too."
Struto