HubSpot implementation is the process of configuring a new HubSpot portal — account settings, users and permissions, properties, lifecycle stages, pipelines, email sending domain, data import, and automation — so it matches how your company actually sells and serves customers. DBUGGER runs implementation in a fixed sequence, because skipping steps (for example, importing data before the property model exists) is the most common cause of expensive rework.
The Decision That Shapes Everything: Your Edition
Before we build anything, we settle which edition you need — because it decides where your automation lives.
| Capability | Starter | Professional |
|---|---|---|
| Visual Workflows | Not included | Included |
| Sales sequences | Not included | Included (Sales Hub Pro) |
| Multiple deal pipelines | Limited | Included |
| Custom report builder, A/B testing | Not included | Included |
| Lead scoring & webhooks | Not included | Included |
| DBUGGER approach | Simple email automation natively; everything else through Zapier | Native Workflows first; Zapier only for cross-app glue |
Feature availability changes; we confirm current limits against HubSpot's Knowledge Base during discovery.
Our 9-Phase Implementation Method
Develop Strategy
Phase 0 — Discovery & edition decision.
Business model, objects, lifecycle, lead sources, integrations, team roles, languages.
Create Business Value
Phase 1 — Account foundation.
Defaults, users, teams, permissions, branding, connected domains, tracking code, cookie consent, and SPF/DKIM/DMARC for your sending domain.
Phase 2 — Data model.
Properties with a naming convention, lifecycle stages, lead status, deal and ticket pipelines, association labels — documented in a property plan you keep.
Phase 3 — Data import & hygiene.
Column-to-property mapping, deduplication before and after import, source stamping, sample validation.
Phase 4 — Marketing setup.
Subscription types, forms, email templates, lists, and consent.
Phase 5 — Sales & service setup.
Pipelines, deal stages, tasks, templates, sequences (Pro), ticket routing.
Build for Production
Phase 6 — Automation.
Native Workflows or Zapier, chosen per edition, with idempotency checks so nothing is created twice.
Phase 7 — Integrations.
Website, payments, booking, ERP, or product data.
Phase 8 — Reporting.
Dashboards for pipeline, source attribution, and team activity.
Deploy & Expand
Phase 9 — Go-live & training.
Checklist-driven launch, recorded training in English or Spanish, handoff to managed services.
What You Get
- Edition & automation-layer recommendation
- Property plan (CSV) and data-model documentation
- Configured, authenticated portal with clean imported data
- Automations with written logic and owners
- Launch dashboards
- Go-live checklist and team training (EN/ES)
- 30 days of post-launch support
Built for Costa Rica and LATAM, Too
For companies in Costa Rica we configure CRC/USD currencies, America/Costa_Rica time zone, IVA handling on quotes, and processes that fit local payment gateways (TiloPay, Onvo, BAC Credomatic, SINPE Móvil) and Hacienda electronic invoicing.