HubSpot, CRM & workflow implementation

HubSpot and CRM workflows your team can run.

We configure HubSpot and your other existing tools around one agreed workflow, connect the remaining gaps, test the real exceptions and hand it over with documentation. A fixed scope and clear acceptance checks come first.

Book a workflow call

Free 30-minute conversation with Jay.

Typical implementation work.

Each engagement covers one named workflow. These are the kinds of work a scope usually includes.

CRM workflow setup

Pipeline and deal stages that match how the work is actually handed over, required properties at each step, and tasks or notifications for the next owner.

Handover automation

An approved proposal, accepted engagement or completed job triggers the next step, with the required details checked before anything moves.

System connections

Native integrations first, between your CRM and accounting, project or document tools. n8n where a supported connection is missing.

Data the workflow depends on

Cleaning up or adding only the records and fields this workflow needs. Large migrations are a separate decision.

From scope to handover.

Agree the result

Define the trigger, required inputs, responsibilities, expected output and what is outside the work.

Configure and connect

Use supported platform features and integrations. Agree which actions can run automatically and which need approval.

Test the real exceptions

Check missing information, duplicate events, unavailable services and changes to the approved scope before acceptance.

Train and hand over

Document how the workflow works, how to pause it, what to monitor and who maintains each part.

What belongs in your scope.

The named workflow and connected systems
Configuration, connections and agreed data changes
User acceptance scenarios and evidence
Documentation and team training
Post-launch review and support boundary

What needs a separate decision

Large migrations, additional workflows, third-party subscriptions, ongoing operation and major process redesign. Scope, pricing, timing and ownership are agreed in writing.

Different businesses. Specific workflows.

Proposal handover, document collection, job completion and placement administration are possible starting points. These examples describe work to investigate, not guaranteed outcomes.

Explore the examples See integrations Working with a partner?

A few practical questions.

Do you only work with HubSpot?

No. HubSpot and n8n are part of the delivery toolkit, and we work with the tools you already run where they support the workflow. Compatibility and access are checked before we commit to a connection.

Can you connect HubSpot to Xero or our project tool?

We start with the native integrations your tools already offer and check them against the workflow and your data. A custom connection, for example in n8n, is considered only when a native option cannot handle it, and feasibility is confirmed before it is quoted.

How is the price set?

Each implementation has a written scope covering the workflow, systems, acceptance checks, fee and delivery date. A small, clear configuration job may go straight to a fixed-scope quote.

Who owns the configuration afterwards?

You do. Accounts and admin access stay under your control, and the handover includes the workflow rules, documentation and maintenance responsibilities. Custom code and usage rights are defined in your scope.

Do you work outside Sydney?

Yes. Assembly Growth is based in Sydney and works with service businesses across Australia. How review sessions and training run is agreed in the scope.

Bring one workflow. We’ll start there.

Tell us where work gets stuck and which tools are involved. We’ll discuss whether a diagnostic, a small configuration fix or another approach makes sense.