Contact

HubSpot and CRM

Your entire customer relationship, connected and ready to grow.

We configure, customise and integrate HubSpot to turn scattered information and manual processes into shared commercial operations.

Tell us about your projectExplore the approach
CRMCentralised commercial information.
360°Marketing, sales and service connected.
AIAssisted automation and productivity.
DataShared tracking and decisions.

One commercial source

CRM should organise work and help the team, not become another isolated tool.

HubSpot can centralise data, record activity, automate tasks and share opportunity tracking. Value appears when setup reflects real processes and connects to other systems.

HubSpot Solutions Partner Program

Accreditation

Sitelicon is part of the HubSpot Solutions Partner Program as a Provider.

We support businesses through HubSpot setup, migration, integration, automation, training and evolution with a joined-up view of marketing, sales and service.

View our official HubSpot profile and reviews (new tab)

CRM architecture and operations

Implementing HubSpot means designing how the customer is represented and how the team works.

Before enabling features, we agree the data model, commercial journey, ownership and measurement. Configuration should serve the real process and remain understandable as volume, teams or integrations grow.

Six foundations of a sustainable implementation

  1. 01

    Data model

    We define objects, properties, associations, identifiers, required fields and quality rules.

  2. 02

    Lifecycle

    We agree stages from acquisition to customer, progression criteria and the distinctions between lead, company, deal and ticket.

  3. 03

    Pipelines

    Every stage represents a verifiable state, with owners, required information, probabilities and loss reasons.

  4. 04

    Automation

    We design triggers, actions, re-enrolment, exclusions, exceptions and monitoring before publishing workflows.

  5. 05

    Integrations

    We connect forms, ecommerce, ERP, applications and data sources through connectors, APIs or webhooks.

  6. 06

    Governance and adoption

    We organise permissions, teams, views, documentation, training and reviews so the CRM remains in use.

One shared journey, not separate lists

01

Acquire

Identify source, consent, campaign, content and initial interest.

02

Qualify

Complete data, apply criteria and distinguish interest from a commercial opportunity.

03

Work

Assign owner, next activity, amount, stage and forecast date where relevant.

04

Close

Record outcome, products or services, loss reasons and learning.

05

Serve and grow

Connect tickets, satisfaction, retention, expansion and the long-term relationship.

What we review before migration

  • Sources and data ownership
  • Fields and formats
  • Duplicates and identifiers
  • Record associations
  • History and activities
  • Consent and preferences
  • Test import
  • Reconciliation and rollback plan

Automation with controls

  • Objective and enrolment object
  • Verifiable trigger
  • Re-enrolment and exit
  • Branches and exceptions
  • Owner and alerts
  • Test with controlled records
  • Change log
  • Periodic error review

Integration patterns

Connector

Suitable when a maintained application covers the fields, frequency and rules required.

API

Supports custom logic when the process or data model does not fit a standard connector.

Webhook

Starts processes from events without periodic polling, with validation, retries and traceability.

Controlled import

Useful for one-off loads, always with a template, validation, test and subsequent reconciliation.

What we measure by team

  • Marketing: source, acquisition, conversion and contribution
  • Sales: velocity, activity, progression and close
  • Service: volume, time, resolution and satisfaction
  • Management: pipeline, forecast, revenue, retention and data quality

Available capabilities depend on the Hubs, edition, seats and, in some cases, purchased credits. We validate scope and licensing before committing to a configuration. AI-assisted automation also requires human review, appropriate permissions and testing.

What we solve

Less lost information. Less manual work. More commercial continuity.

Implementation begins with processes and people, not features activated without purpose.

01

Scattered data

Contacts, conversations and opportunities live in different files and tools.

02

Inconsistent follow-up

Information depends on individuals and current status is unclear.

03

Repetitive tasks

Emails, appointments, alerts and updates consume automatable time.

04

Unreliable reporting

There is no shared view of funnel, activity and results.

Implementation service

Configuration, data, integration and adoption.

Scope follows commercial objectives and existing processes.

01

Design and setup

We adapt HubSpot to the process.

  • Properties and objects
  • Pipelines and stages
  • Users and permissions
  • Views and data quality
02

Data and integrations

We connect information.

  • Cleaning and migration
  • ERP, ecommerce and tools
  • Synchronisation and APIs
  • Duplicate control
03

Automation

We reduce manual work.

  • Workflows and assignment
  • Activity tracking
  • Email and sequences
  • Alerts and tasks
04

Reporting and adoption

We make CRM useful.

  • Dashboards
  • Commercial KPIs
  • Role-based training
  • Documentation and support

Process

From sales process to an operational platform.

  1. 01

    Discover

    We understand teams, data, customer journey and objectives.

  2. 02

    Design

    We define data model, pipelines, permissions and automation.

  3. 03

    Implement

    We configure, migrate, integrate and validate.

  4. 04

    Adopt and improve

    We train, measure use and evolve the system.

Operational outcomes

A useful CRM changes everyday work.

Technology should create continuity between marketing, sales, management and service.

01

Information in one place

Organised, accessible context across the customer relationship.

02

Automated processes

Less repetitive work and better activity tracking.

03

Commercial control

Visible pipelines, responsibilities and statuses.

04

Data-based decisions

Dashboards and analysis for performance and priorities.

Client references

Our clients describe what it is like to work with Sitelicon.

Their original words, faithfully reproduced together with the people and organisations behind each experience.

Balmes, J.
★★★★★5/5HubSpot

Profesional y ameno

«El proceso de implementación fue claro, la formación pertinente y profesional»
Cabezas, M., null
Cabezas, M.De 11 a 25 empleados
★★★★★5/5HubSpot

Sitelicon es nuestro socio en la implementación de herramientas digitales de MKG y ventas

«Nos encanta trabajar con Sitelicom La implementación de HubSpot ha sido mas llevadera gracias a que sabemos que están a nuestro lado y nos acompañan para ir evolucionando en su uso y mejorar con ellos a lo largo del tiempo a medida que maduramos en el uso de la herramienta que aunque no es compleja hay que conocerla para dominarla Consideramos a Sitelicom como una extension de nuestro equipo de MKG y ventas»
de Rioja Mediavilla, A.Tecnología - software · De 6 a 10 empleados
★★★★★5/5HubSpot

Eficacia, eficiencia. Excelente producto y servicio.

«Estamos trabajando con sus servicios y productos con un alto nivel de satisfacción. Excelente experiencia de cliente.»
Betanzo, S., null
Betanzo, S.Bienes inmuebles · De 6 a 10 empleados
★★★★★5/5HubSpot

Más que un proveedor, un socio

«El grado de involucración con que han tomado el proyecto ha sido fantástico, aportando mucho más de lo solicitado y continuamente proporcionando ideas y proyectos de mejora. Destaca también la disponibilidad y rápida gestión cuando surge algún incidente o duda.»
NARIO, J.L.Bienes de consumo · De 6 a 10 empleados
★★★★★5/5HubSpot

AMAZON Y OTROS MARKETPLACES

«El conocimiento de los procesos y utilidades de Amazon y la especialización del personal de Sitelicon, son valores añadidos a los que es muy difícil acceder con los limitados recursos de una empresa pequeña. La comunicación frecuente y periódica con nuestros interlocutores, nos ha permitido ahorrar tiempo, optimizar recursos y aumentar ventas y rentabilidad.»
Ezama, E., null
Ezama, E.Servicios de marketing · De 11 a 25 empleados
★★★★★5/5HubSpot

Servicio eficaz y rapido

«La persona asignada a nuestra cuenta ha sido diligente, profesional y empatía con nuestro proyecto»
FOTO
Benchekroun, M.
★★★★★5/5HubSpot

Excelente servicio

«Estamos muy satisfechos con el acompañamiento recibido durante la implementación del CRM. Nos han ayudado a entender su funcionamiento, adaptándolo a nuestras necesidades y haciendo todo el proceso mucho más sencillo. Gracias a su apoyo, el CRM funciona perfectamente y todo va sobre ruedas. Muy profesionales y totalmente recomendables.»
FOTO
Rodríguez Núñez, J.J.
★★★★★5/5HubSpot

Cercanía y servicio excelente

«Nuestra experiencia con Sitelicon en la consultoría y acompañamiento con HubSpot ha sido muy positiva. Desde el primer momento han demostrado un buen conocimiento tanto de la herramienta como, sobre todo, de cómo aterrizarla a las necesidades reales del negocio. Esto es importante porque implementar HubSpot no consiste simplemente en configurar funcionalidades, sino en entender los procesos comerciales, detectar puntos de mejora y conseguir que la tecnología realmente ayude al equipo a trabajar mejor. Destacaría especialmente su capacidad para entender el contexto, proponer soluciones prácticas y acompañar al equipo durante la implementación, sin convertir el proyecto en una sucesión de configuraciones técnicas difíciles de mantener o utilizar. El resultado ha sido una gestión más ordenada de nuestros procesos comerciales y una mejor utilización de HubSpot como herramienta de negocio, no simplemente como CRM. En definitiva, un equipo cercano, profesional y orientado a resultados, que recomendaría especialmente a empresas que quieran sacar más partido a HubSpot y necesiten algo más que una simple implementación técnica.»
Carlos Rosales, NACON
Carlos RosalesNACON
«Trabajamos con Sitelicon Ecommerce Services desde hace años. Hemos confiado en ellos para el diseño de nuestra estrategia de comercio electrónico incluyendo la gestión y desarrollo de estos clientes, incluido Amazon. Estamos plenamente satisfechos con su labor y profesionalidad. Gente seria.»

Why Sitelicon

CRM connected to technology, ecommerce and business.

We do not treat CRM as an island. We can work on processes, integrations, development, marketing, data and training together.

  • Implementation adapted to real processes
  • Custom integration and development capability
  • Team support and training
  • Combined marketing, sales and service view

Frequently asked questions

HubSpot implemented properly.

01Can you migrate from another CRM or Excel?

Yes. We review quality, fields, duplicates, associations and history before planning migration.

02Do you integrate HubSpot with ecommerce or ERP?

Yes. We use connectors, automation or API development depending on the case.

03Do you configure automation?

Yes. We implement workflows, assignments, tasks, alerts, sequences and marketing, sales or service processes.

04Is training included?

Yes. Training follows roles and processes to improve adoption and autonomy.

05Can you improve an existing portal?

Yes. We audit architecture, data, automation, permissions, reporting and adoption to prioritise improvements.

HubSpot and CRM

Let’s turn CRM into the shared system behind your customer relationships.

Tell us which tools you use, where information is lost and which process you want to improve.

Send an enquiry

Let’s start with the context.

We only ask for the information needed to understand and route your enquiry correctly.

Loading secure form…