What's included in HubSpot In-house
1. Data Management & Hygiene
- Regularly de-duplicating contacts, companies, and deals
- Managing lifecycle stages and custom properties
- Maintaining clean, standardized data across pipelines and lists
- Importing/exporting data in bulk for updates
- Archiving outdated records and cleaning inactive contacts
2. User & Permission Management
- Adding, deactivating, or modifying user roles and permissions
- Ensuring correct access levels for marketing, sales, and service teams
- Managing team-specific pipelines, dashboards, and workflows
3. CRM & Sales Pipeline Maintenance
- Creating, updating, and optimizing deal pipelines
- Ensuring automation rules align with current sales processes
- Monitoring deal stage transitions and pipeline health
- Regularly reviewing properties and custom fields for relevance
4. Workflow & Automation Management
- Building and optimizing marketing, sales, and service workflows
- Monitoring and troubleshooting workflow errors
- Updating workflows for new business processes or campaigns
- Automating repetitive tasks like lead assignment, follow-ups, and email notifications
5. Reporting & Dashboard Management
- Creating and updating dashboards for marketing, sales, and service teams
- Generating recurring performance reports (weekly, monthly, quarterly)
- Ensuring reports reflect accurate, up-to-date data
- Troubleshooting inconsistencies in metrics or dashboards
6. Email & Marketing Asset Management
- Managing email templates, sequences, and automation campaigns
- Reviewing marketing emails for deliverability and compliance
- Organizing content libraries and ensuring consistent branding
- Testing forms, landing pages, and CTAs for functionality
7. Integrations & App Management
- Maintaining integrations with other tools (Salesforce, Slack, Zoom, etc.)
- Monitoring API connections for errors or changes
- Managing workflows triggered by external systems
- Evaluating new apps or integrations for adoption
8. System Configuration & Maintenance
- Updating properties, pipelines, and modules as business processes change
- Testing new HubSpot features and beta tools
- Ensuring account setup aligns with best practices
- Documenting configuration changes for internal teams
9. Training & Support
- Onboarding new users with HubSpot processes
- Providing recurring internal training sessions
- Troubleshooting day-to-day user issues
- Maintaining internal process documentation for teams
10. Compliance & Security
- Managing GDPR/CCPA compliance (consent management, data privacy)
- Ensuring secure access practices (SSO, 2FA, password policies)
- Monitoring audit logs for unusual activity
- Archiving or deleting data according to retention policies