HubSpot Solutions Partner · Since 2014

Systems don't talk. Data doesn't match. Your team is flying blind.

It's not a people problem — it's a platform problem. Pivot builds the connected, automated, AI-powered foundation on HubSpot that B2B teams need to forecast accurately, move faster, and stop guessing.

Let's Talk → See How We Help
HubSpot Platinum Solutions Partner

Onboarding That Scales

Phased rollouts from single-team launches to multi-business-unit deployments. Productive fast, governed properly.

Connect Everything

NetSuite, Salesforce, QuickBooks — if it has an API, we integrate it.

AI-Powered Automation

Custom coded actions and AI workflows that go far beyond standard HubSpot.

Certified

Every HubSpot Hub. 90.8% client retention across Marketing, Sales, Service & more.

New to HubSpot
Find the right fit

Evaluating HubSpot?

Not sure if HubSpot is the right fit — or which Hubs you actually need? We’ll build a custom demo around your real workflows and answer the hard questions.

  • Custom demo built around your workflows
  • Migration & integration assessment
  • Honest Hub recommendations
Book a Custom Demo
Optimize
Activate what you're missing

Already on HubSpot?

You’ve got the platform but you know it could be doing more. We’ll assess what you have, fix what’s broken, and build what’s missing.

  • Portal Architecture Review (paid, credited to engagement)
  • AI automation & integration builds
  • Ongoing optimization support
Book a Portal Review
Sound Familiar?

The challenges that bring people to Pivot.

Whether you're a marketing leader trying to prove ROI or an exec questioning your tech stack investment — we've solved it before.

“I can’t prove what’s working.”

Marketing Leaders

You’re generating leads but can’t connect the dots to revenue. Attribution is a guessing game. We build the dashboards and automation that give you a clear picture — and make you the person who walks into meetings with real numbers.

“My reps spend half their day on admin.”

Sales Leaders

Pipeline forecasts are unreliable, leads slip through cracks, and your CRM feels like a chore. We configure HubSpot so it matches how your team actually sells — with automation, lead scoring, and prospecting tools that free reps to close.

“Our response times are killing us.”

Service Leaders

Tickets pile up, SLAs get missed, and triage is manual. We build ticketing pipelines, automated routing, escalation rules, and AI-powered classification that get the right ticket to the right person — fast.

“Is HubSpot actually worth what we’re paying?”

Executives

Adoption is uneven, data is unreliable, and your tools don’t talk to each other. We connect HubSpot to the rest of your tech stack and build the reporting layer that turns it into a real business asset.

“Our six business units are all running HubSpot differently.”

Operations & IT

Different teams, different setups, different definitions of the same metric. We standardize the data model, consolidate reporting, and put governance in place — so leadership gets one version of the truth without forcing every team into an identical workflow.

What We Do

Full-lifecycle HubSpot services.

From your first demo to year-three optimization. We handle setup, hard technical builds, and the ongoing support that keeps everything running.

Custom Demos & Onboarding

See HubSpot configured for your use case before you commit. We handle pipeline setup, automation, training, and documentation — scoped to your org structure, whether that’s one team or six business units rolling out in phases.

Integrations

Native connectors, middleware, or custom API. If your software has an Open API, we connect it to HubSpot. NetSuite, Salesforce, QuickBooks, and dozens more.

AI & Programmable Automation

Custom coded workflow actions, AI-powered ticket classification, intelligent lead routing. Automation that goes far beyond what basic workflows can do.

RevOps & Analytics

Deal split calculators, forecasting, multi-touch attribution, and executive dashboards. Revenue operations configured to how your team actually works.

CRM Migrations

From Salesforce, spreadsheets, or legacy CRMs. Clean data migration with custom object mapping, deduplication, and association logic.

Retained Support

Monthly retainer with a branded client portal. Strategy, troubleshooting, new builds, and optimization — with full visibility into hours and deliverables.

Operational Leverage

One platform. Every team. The same numbers.

Mid-market growth slows when marketing, sales, and service each run on different tools and report against different definitions. Pivot consolidates revenue operations on HubSpot — so leadership sees one source of truth and every team operates against the same data model.

Marketing

Multi-touch attribution, account-level reporting, and AI-driven campaign execution. Marketing leaders walk into the QBR with numbers that match what sales and finance are seeing — not a separate version of the truth.

Sales

Forecasts your CFO trusts. Pipeline hygiene that holds under audit. We configure HubSpot to match how complex sales teams actually sell — multi-stakeholder deals, deal splits, territory rules, and lead routing built around your org structure.

Service

Service-level governance at scale. Ticketing pipelines with routing, escalation, and SLA enforcement. AI Customer Agents trained on your knowledge base. Built for service organizations measured on response time and CSAT, not just ticket volume.

Integrations

“Can HubSpot connect to our ___?”

The most common question we hear. The answer is almost always yes — and it doesn’t have to cost a fortune.
NetSuite ↔ HubSpot
Salesforce → HubSpot
Microsoft Dynamics → HubSpot
QuickBooks ↔ HubSpot
ServiceTitan → HubSpot
Aircall ↔ HubSpot
ClickUp ↔ HubSpot
Clockify → HubSpot
Google Sheets ↔ HubSpot
Freshdesk → HubSpot
Fastest Path

Native Integrations

Pre-built HubSpot Marketplace connectors. We configure authentication, object mapping, field-level governance, and test data syncs. Right when a marketplace connector covers your use case end-to-end.

Flexible

Middleware

Make, Workato, or Zapier workflows for use cases native connectors don’t cover. Fast to deploy, easy to modify. Right when you need flexibility without a long custom-build cycle.

Enterprise-Grade

Custom API

Bidirectional syncs, complex data models, high-volume transfers. Cloud-hosted with monitoring, error handling, and rollback procedures. Right when reliability and governance matter more than speed-to-deploy. This is what we’re known for.

If your software has an Open API, we can connect it — without breaking what’s already working. Every integration build includes monitoring, error handling, change documentation, and a rollback path. Investment varies by complexity: most engagements range from $2K for native configurations to $25K+ for multi-system custom builds. We scope and price during a paid technical assessment so you have a real number, not an estimate.
Under The Hood

The builds most partners can't do.

These aren't standard HubSpot features. They require deep technical knowledge, custom code, and hands-on configuration that most partners simply don't offer.

Data Hub & Custom Data Models

When your business doesn't fit into Contacts, Companies, and Deals, we build the data architecture that does. Custom objects, chained associations, calculated properties, Data Studio connections, and import pipelines that keep everything in sync.

What We Built
Four custom objects with chained associations — Installers → Plants → Assets → Alerts — plus a 56-property Warranty object. Fuzzy matching logic achieved a 94% match rate across 2,860 systems.
Custom Objects Data Studio Associations Fuzzy Matching Calculated Properties

Customer Agent Customization

HubSpot's AI Customer Agent is powerful out of the box — but most companies need it trained on their specific data, workflows, and escalation logic. We configure knowledge sources, conversation routing, handoff rules, and feedback loops so the agent actually resolves issues instead of deflecting them.

What We Built
Custom AI agent for a retainer client portal — trained on HubDB project data, able to answer “how many points do I have left?” and “what’s the status of my integration?” with real-time data lookups.
AI Customer Agent Knowledge Base Conversation Routing Escalation Logic

Breeze Agent & AI Automation

Breeze Agents and AI-powered workflow actions let you automate decisions, not just tasks. We build custom coded actions that call external AI models, classify data, score engagement, route leads based on behavior, and write back structured results — all inside HubSpot workflows.

What We Built
AI Ticket Classification: Custom coded action calling Claude AI from a workflow — fetches email, strips HTML, classifies as ACTION_NEEDED, NO_ACTION, or UNCLEAR. Zero human involvement.

Activity-Based Lead Assignment: Analyzes all contacts at a company across 8 engagement properties, then routes the lead to the owner with the strongest existing relationship.
Claude API Custom Coded Actions Breeze Studio Node.js Engagement Scoring

HubDB Dynamic Pages

HubDB turns HubSpot into a lightweight application platform. We build dynamic, database-driven pages — client portals, product catalogs, resource libraries, pricing tables, team directories — powered by HubDB tables and HubL templates on Content Hub. No WordPress. No external hosting.

What We Built
Branded client onboarding portals with real-time task tracking, retainer points dashboards, call schedules, and resource libraries — all driven by HubDB tables. New portals spin up in minutes, not days.
HubDB HubL Templates Content Hub Password Protected Dynamic Listings
We also build RevOps solutions most partners don’t touch. Example: a deal split revenue calculator that reads split associations, calculates allocated revenue per owner, resolves owner IDs to names, and writes per-rep pipeline values. Reps see their own allocated pipeline — not the full deal amount — on the deal board. Built with Custom Coded Actions, Associations v4, and the Owners API.
Client Experience
Your own branded client portal.
Every onboarding and retainer client gets a password-protected portal built on HubDB and Content Hub — not a spreadsheet and a Zoom link.
Real-Time Task Tracking

See exactly where your project stands — what’s done, what’s next, and who owns each task.

Call Schedule & Resources

Upcoming calls, session recordings, documentation, and team contacts — all in one place.

Retainer Points Dashboard

See your remaining points balance, completed work, and queue — updated in real time.

AI-Powered Support

Ask questions anytime. Our Customer Agent answers instantly — or escalates to a human.

HubDB Dynamic Tables Content Hub Pages Password Protected HubL Templating
Onboarding Tracker
Pivot onboarding tracker portal
Click to expand
Integration Tracker
Pivot integration project tracker
Click to expand
Retainer Tracker
Pivot retainer tracker portal
Click to expand
What Clients Say
All 5-star reviews on the HubSpot Solutions Directory.
★★★★★
“Expert CRM Implementation and Inbound Content Creation”
You can rely on Jane, Christa, and their team whenever you need HubSpot CRM assistance. Turnaround times are fast. Pivot has helped us with responsive email templates, landing pages, forms, lead scoring, integrations, and more.
Lussier, N.
Technology - Software · 1,001–10,000 employees
CRM Implementation, Sales & Marketing Alignment, SEO
★★★★★
“Dream Team”
Pivot has helped us with a full implementation and onboarding for all three HubSpot hubs; service, sales, marketing. They worked with our team to develop a custom structure while maintaining some legacy processes — ensuring faster adoption.
Sansivero, G.
Electronics · 201–1,000 employees
HubSpot Onboarding, CRM Implementation
★★★★★
“Expert HubSpot CRM Implementation and Design Partner”
Pivot has played a critical role in untangling an initial messy HubSpot setup that had over 40 workflows updating the lifecycle stage. Jane and Christa have been an invaluable resource to our organization surrounding all things HubSpot.
Lee, D.
Banking/Financial Services · 51–200 employees
Programmable Automation, CRM Implementation, Salesforce Sync
★★★★★
“The dream team!”
Jane, Christa, and their team made our initial dive into HubSpot so easy — always there for help. They were always helping us look at processes overall, training and supporting the marketing and sales team to adopt better HubSpot habits.
Johnson, B.
Telecom & Mobile Communications · 51–200 employees
HubSpot Onboarding, CRM Migration, Sales Enablement
Ready?

Let's make HubSpot work the way it should.

Whether you're evaluating HubSpot or ready to optimize, a quick call is the fastest way to see if we're a fit. No pitch deck — just a real conversation.
Book a Call → Book a Portal Review