|
Basic
|
Most Popular
Pro
|
Enterprise
|
|
|---|---|---|---|
| Maximum Days Included | 45 Days | 60 Days | 90 Days |
| Included meetings | |||
| Onboarding (30 min) | |||
|
1 call with Growth Strategist
|
|||
| SA Requirements Call (60 min) | 1 | 1 | 2 |
|
The purpose of this step is to help you gather prerequisites and submit your requirements / customizations
|
|||
| UAT Call (60 mins) | |||
|
1 call - UAT is to allow users to test functionality and verify original requirements have been met
|
|||
| Timeline in weeks (totals) | 4 | 9 | 14 |
| Onboarding with Growth Strategist | 1 | 2 | 3 |
| Requirements Gathering with Solution Architect | X | 1 | 2 |
| Estimated Development Duration | 2 | 4 | 6 |
| User Acceptance Testing (UAT) | 1 | 2 | 3 |
| Change Requests during UAT (filters, field mappings) | X | 1 | 2 |
| Weekly 30 Minute Calls During Dev (1 per week) as needed | X | 8 | 12 |
| White Glove Subscription | $250/mo | $500/mo | $1,000/mo |
|
Kicks in if project goes beyond estimated time frame
|
|||
| UAT Test Scripts | Standard | Standard | Custom |
|
Suggested test scenarios based upon your integration logic
|
|||
| Flowchart/Visual diagram of integration logic | Standard | Standard | Custom |
| Custom Field Mappings* | 10 | 25 | 50 |
| HubSpot Contacts → Dynamics Leads and Contacts | |||
|
Update leads and contacts
|
|||
| Dynamics Leads → HubSpot Contacts | |||
|
Create a new lead or a new contact (choose one)
|
|||
| Dynamics Contacts → HubSpot Contact | |||
| Dynamics Accounts → HubSpot Companies | |||
|
Field mappings include parent account fields
|
|||
| HubSpot Users → Dynamics Users | |||
| HubSpot Tasks → Dynamics Tasks | |||
| Dynamics Activities → HubSpot CRM Engagements | |||
|
Associated with Accounts, Companies, or Opportunities
|
|||
| HubSpot Email Events → Dynamics HubSpot Email Event | |||
| HubSpot Form Submissions → Dynamics HubSpot Form Submission | |||
| Dynamics Marketing Lists → HubSpot Lists | $250/month | $250/month | |
| On-premise CRM behind a firewall | X | * | |
|
* Pro edition supports on-premise if the customer opens their firewall ports to our cloud agent.
|
|||
| Managed Solution Package | |||
|
On-premise agents will only be supported on Enterprise edition.
|
|||
| HubSpot Marketing + NetSuite CRM and ERP | |||
| HubSpot Contacts → Netsuite Leads and Contacts | |||
| NetSuite Contacts → Hubspot Contacts | |||
| NetSuite Person Customers → Hubspot Contacts | |||
|
Basic edition may choose this map instead of NetSuite Contacts to HubSpot Contacts, if applicable.
|
|||
| NetSuite Company Customers → Hubspot Companies | |||
| NetSuite Opportunities → Hubspot Deals | |||
| HubSpot Users → NetSuite Employees | |||
| NetSuite Sales Orders → HubSpot Deals | $100/mo | Check | |
|
Pro edition may choose to use this map instead of NetSuite Opportunities to HubSpot Deals.
|
|||
| NetSuite Transaction Items → HubSpot Deals | $50/mo | Check | |
| NetSuite Quotes → HubSpot Deals | $100/mo | $50/mo | |
| NetSuite Invoices → HubSpot Deals | $100/mo | $50/mo | |
| Service account only (no UI access) | X | X | |
| HubSpot Sales + NetSuite ERP | |||
| HubSpot Companies → NetSuite Company Leads / Customers | |||
| HubSpot Deals → NetSuite Opportunities | |||
| HubSpot CRM Engagements → NetSuite Activities | $100/mo | Check | |
| HubSpot + SugarCRM | |||
| HubSpot Contacts → SugarCRM Leads and Contacts | |||
|
"Update leads and contacts
Create a new lead or a new contact (choose one)"
|
|||
| SugarCRM Leads → HubSpot Cotnacts | |||
| SugarCRM Contacts → HubSpot Contacts | ✔ | ||
|
Field mappings include parent account fields
|
|||
| SugarCRM Accounts → HubSpot Companies | |||
| SugarCRM Opportunities → HubSpot Deals | |||
| HubSpot Users → SugarCRM Users | |||
| SugarCRM Target Lists → HubSpot Lists | |||
| Build Integration in Sandbox Environment | Not Available | $2,000 setup | $3,000 setup |
|
Monthly fees are required for on going sandbox implementations
|
|||
| Sandbox subscription | $400/month | $600/month | |
| CRM Portals Accessed | 1 | 1 | 1 |
| HubSpot Portals Accessed | 1 | 1 | 1 |
|
Basic
|
|---|
| Maximum Days Included |
| 45 Days |
| Included meetings |
| Onboarding (30 min) |
| SA Requirements Call (60 min) |
| 1 |
| UAT Call (60 mins) |
| Timeline in weeks (totals) |
| 4 |
| Onboarding with Growth Strategist |
| 1 |
| Requirements Gathering with Solution Architect |
| X |
| Estimated Development Duration |
| 2 |
| User Acceptance Testing (UAT) |
| 1 |
| Change Requests during UAT (filters, field mappings) |
| X |
| Weekly 30 Minute Calls During Dev (1 per week) as needed |
| X |
| White Glove Subscription |
| $250/mo |
| UAT Test Scripts |
| Standard |
| Flowchart/Visual diagram of integration logic |
| Standard |
| Custom Field Mappings* |
| 10 |
| HubSpot Contacts → Dynamics Leads and Contacts |
| Dynamics Leads → HubSpot Contacts |
| Dynamics Contacts → HubSpot Contact |
| On-premise CRM behind a firewall |
| X |
| Managed Solution Package |
| HubSpot Marketing + NetSuite CRM and ERP |
| HubSpot Contacts → Netsuite Leads and Contacts |
| NetSuite Contacts → Hubspot Contacts |
| Service account only (no UI access) |
| X |
| HubSpot Sales + NetSuite ERP |
| HubSpot Contacts → SugarCRM Leads and Contacts |
| SugarCRM Leads → HubSpot Cotnacts |
| SugarCRM Contacts → HubSpot Contacts |
| Build Integration in Sandbox Environment |
| Not Available |
| CRM Portals Accessed |
| 1 |
| HubSpot Portals Accessed |
| 1 |
|
Most Popular
Pro
|
|---|
| Maximum Days Included |
| 60 Days |
| Included meetings |
| Onboarding (30 min) |
| SA Requirements Call (60 min) |
| 1 |
| UAT Call (60 mins) |
| Timeline in weeks (totals) |
| 9 |
| Onboarding with Growth Strategist |
| 2 |
| Requirements Gathering with Solution Architect |
| 1 |
| Estimated Development Duration |
| 4 |
| User Acceptance Testing (UAT) |
| 2 |
| Change Requests during UAT (filters, field mappings) |
| 1 |
| Weekly 30 Minute Calls During Dev (1 per week) as needed |
| 8 |
| White Glove Subscription |
| $500/mo |
| UAT Test Scripts |
| Standard |
| Flowchart/Visual diagram of integration logic |
| Standard |
| Custom Field Mappings* |
| 25 |
| HubSpot Contacts → Dynamics Leads and Contacts |
| Dynamics Leads → HubSpot Contacts |
| Dynamics Contacts → HubSpot Contact |
| Dynamics Accounts → HubSpot Companies |
| HubSpot Users → Dynamics Users |
| Dynamics Marketing Lists → HubSpot Lists |
| $250/month |
| On-premise CRM behind a firewall |
| * |
| Managed Solution Package |
| HubSpot Marketing + NetSuite CRM and ERP |
| HubSpot Contacts → Netsuite Leads and Contacts |
| NetSuite Contacts → Hubspot Contacts |
| NetSuite Person Customers → Hubspot Contacts |
| NetSuite Company Customers → Hubspot Companies |
| NetSuite Opportunities → Hubspot Deals |
| HubSpot Users → NetSuite Employees |
| NetSuite Sales Orders → HubSpot Deals |
| $100/mo |
| NetSuite Transaction Items → HubSpot Deals |
| $50/mo |
| NetSuite Quotes → HubSpot Deals |
| $100/mo |
| NetSuite Invoices → HubSpot Deals |
| $100/mo |
| Service account only (no UI access) |
| X |
| HubSpot Sales + NetSuite ERP |
| HubSpot Companies → NetSuite Company Leads / Customers |
| HubSpot Deals → NetSuite Opportunities |
| HubSpot CRM Engagements → NetSuite Activities |
| $100/mo |
| HubSpot Contacts → SugarCRM Leads and Contacts |
| SugarCRM Leads → HubSpot Cotnacts |
| SugarCRM Contacts → HubSpot Contacts |
| SugarCRM Accounts → HubSpot Companies |
| SugarCRM Opportunities → HubSpot Deals |
| HubSpot Users → SugarCRM Users |
| Build Integration in Sandbox Environment |
| $2,000 setup |
| Sandbox subscription |
| $400/month |
| CRM Portals Accessed |
| 1 |
| HubSpot Portals Accessed |
| 1 |
|
Enterprise
|
|---|
| Maximum Days Included |
| 90 Days |
| Included meetings |
| Onboarding (30 min) |
| SA Requirements Call (60 min) |
| 2 |
| UAT Call (60 mins) |
| Timeline in weeks (totals) |
| 14 |
| Onboarding with Growth Strategist |
| 3 |
| Requirements Gathering with Solution Architect |
| 2 |
| Estimated Development Duration |
| 6 |
| User Acceptance Testing (UAT) |
| 3 |
| Change Requests during UAT (filters, field mappings) |
| 2 |
| Weekly 30 Minute Calls During Dev (1 per week) as needed |
| 12 |
| White Glove Subscription |
| $1,000/mo |
| UAT Test Scripts |
| Custom |
| Flowchart/Visual diagram of integration logic |
| Custom |
| Custom Field Mappings* |
| 50 |
| HubSpot Contacts → Dynamics Leads and Contacts |
| Dynamics Leads → HubSpot Contacts |
| Dynamics Contacts → HubSpot Contact |
| Dynamics Accounts → HubSpot Companies |
| HubSpot Users → Dynamics Users |
| HubSpot Tasks → Dynamics Tasks |
| Dynamics Activities → HubSpot CRM Engagements |
| HubSpot Email Events → Dynamics HubSpot Email Event |
| HubSpot Form Submissions → Dynamics HubSpot Form Submission |
| Dynamics Marketing Lists → HubSpot Lists |
| $250/month |
| On-premise CRM behind a firewall |
| Managed Solution Package |
| HubSpot Marketing + NetSuite CRM and ERP |
| HubSpot Contacts → Netsuite Leads and Contacts |
| NetSuite Contacts → Hubspot Contacts |
| NetSuite Person Customers → Hubspot Contacts |
| NetSuite Company Customers → Hubspot Companies |
| NetSuite Opportunities → Hubspot Deals |
| HubSpot Users → NetSuite Employees |
| NetSuite Sales Orders → HubSpot Deals |
| Check |
| NetSuite Transaction Items → HubSpot Deals |
| Check |
| NetSuite Quotes → HubSpot Deals |
| $50/mo |
| NetSuite Invoices → HubSpot Deals |
| $50/mo |
| Service account only (no UI access) |
| HubSpot Sales + NetSuite ERP |
| HubSpot Companies → NetSuite Company Leads / Customers |
| HubSpot Deals → NetSuite Opportunities |
| HubSpot CRM Engagements → NetSuite Activities |
| Check |
| SugarCRM Leads → HubSpot Cotnacts |
| SugarCRM Contacts → HubSpot Contacts |
| ✔ |
| SugarCRM Accounts → HubSpot Companies |
| SugarCRM Opportunities → HubSpot Deals |
| HubSpot Users → SugarCRM Users |
| SugarCRM Target Lists → HubSpot Lists |
| Build Integration in Sandbox Environment |
| $3,000 setup |
| Sandbox subscription |
| $600/month |
| CRM Portals Accessed |
| 1 |
| HubSpot Portals Accessed |
| 1 |
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