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← Centric Software
CRMAutomation Project Enterprise Software

Centric Software · HubSpot Salesforce Planning

This project agreed how customer details, enquiries and sales stages should carry across HubSpot and Salesforce. It gave the sales and marketing teams a clear plan before the connections were built.

Duration 4 months
Tasks 79
Meetings 7

This project brought the three companies' sales and marketing teams together to agree how their customer records should work. It established which details should carry across HubSpot and Salesforce. The resulting plan guided the later rollout.

What was built

  • A shared plan for customer, company and sales records across the group.
  • Agreed rules for when an enquiry should reach the sales team.
  • A list of customer details to retain when moving records.
  • Agreed sales notifications and campaign reporting requirements.
  • A rollout plan covering the order of work and points needing review.

Recently touched

  • 2025-09-06 Data Mapping Done
  • 2025-08-31 Logic Mapping Done
  • 2025-08-31 Discovery Phase Done
  • 2025-08-31 Data Mapping Development, Analytics + Planning Done
  • 2025-08-31 Discovery Phase Development + Planning Done

Other projects in this case study

  • CRM Connection Rollout

    Customer and company details stay updated across Salesforce and the two HubSpot accounts. Sales teams can follow enquiries and read notes without copying records between systems.

    Read case study

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