hubspot-setup

# HubSpot Setup ## Overview HubSpot is the most popular CRM for SMB and mid-market B2B SaaS. Its strength is the unified platform: CRM, marketing, sales, and service in one system. Its weakness is that it's easy to configure poorly and hard to fix later. This skill covers setup for GTM teams: deal pipelines, lifecycle stages, marketing automation, reporting, and enrichment integration. ## Authoritative Foundations - **HubSpot Smart CRM Framework** — Lifecycle stages, object model, and workflow enrollment patterns. - **Lifecycle Stage Model** — Startup operating cadence — default alive, talk to users, launch fast. - **HubSpot Academy — CRM Automation** — Lifecycle stages, object model, and workflow enrollment patterns. ## When to Use - "Set up HubSpot for our sales team" - "Configure HubSpot deal pipelines" - "Set up HubSpot marketing automation" - "Build HubSpot reports and dashboards" - "Integrate enrichment with HubSpot" ## Step-by-Step Process Load **crm-toolkit** first — confirm HubSpot fit (crm-selection), contacts-vs-leads (HubSpot uses **Contacts only** — lifecycle stages replace Salesforce Leads), and hubspot-blueprint (field and workflow catalog). ### Phase 1: CRM Foundation **Contacts vs leads:** HubSpot has no Lead object. Inbound records are **Contacts** with lifecycle stage = Lead until qualified. Do not duplicate records. See **crm-toolkit** → contacts-vs-leads reference. **Lifecycle stages:** Subscriber → Lead → MQL → SQL → Opportunity → Customer → E...