Business systems
HubSpot
A customer platform spanning CRM, marketing, sales and service tools.
Where it fits in our work
We use it to connect lead intake, ownership, follow-up and reporting around a shared customer record.
How we choose and apply it
We map the existing records, owners and approvals before connecting a new workflow. Availability of a connector does not establish permission: credentials, licences, data access and exceptions are checked for the specific deployment.
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