Project
HubSpot Administration
2022 – 2025
internal
Internal / Not public
Served as the administrator for our HubSpot instance.
Context
Provided internal setup and administrative duties for HubSpot CRM instance.
Architectural Decisions
- Implemented HubSpot workflows for automation.
- Implemented custom properties to track unique data.
- Implemented webhooks for real-time sync with other systems.
Challenges
- Replacing legacy processes within the HubSpot environment.
- Training internal users on new processes.
- Integrating with existing data sources.
- ETL data migration from legacy systems.
Outcomes
- Migrated all legacy data into HubSpot CRM.
- Architected implementation of custom properties to support legacy data retention and new processes.
- Automated key business processes using HubSpot workflows.
- Integrated HubSpot with other internal systems via workflows and webhooks, talking to internal APIs and Azure Functions.
- Trained internal users on HubSpot administrative tasks and processes.
My Role
- HubSpot Administrator.
- Architected process automation solutions to replace legacy processes and improve efficiency.
- Data Migration Specialist.
- Process Automation Specialist.
- Integration Specialist.
- Collaborated with internal stakeholders to gather requirements and ensure successful adoption of HubSpot CRM.
- Attended HubSpot INBOUND to stay up-to-date with the latest features and best practices for HubSpot CRM administration, marketing, sales, and customer service.
- Served on the internal planning committee created to prepare for the migration to new ERP and CRM systems.
Tech Stack
.NET 6 - 8
C#
Microsoft SQL Server