Skip to content

 HubSpot CRM Setup & Automation  

Turn HubSpot into a CRM that actually works for your business

HazyAyz helps businesses set up, customise and optimise HubSpot CRM to manage leads, sales pipelines, customer relationships and business processes more efficiently.

Whether you're setting up HubSpot for the first time or already have a CRM that has become difficult to manage, we can structure your system around your business processes and automate repetitive tasks.

Close up image of human hand holding electrical bulb in darkness

Problems We Solve

  • Leads are being tracked manually
  • Customer information is scattered across different systems
  • Follow-ups are being forgotten
  • Sales pipelines aren't clearly structured
  • Your CRM contains duplicate or outdated information
  • Website enquiries aren't automatically entering your CRM
  • Staff aren't consistently using the CRM
  • Too much time is spent on repetitive administrative tasks
  • You don't know where leads are in your sales process
  • Your existing HubSpot setup has become difficult to manage
Back view of businessman looking at mechanism of cogwheels

Services Included

HubSpot CRM Setup

Set up your HubSpot CRM with a structure that reflects how your business actually operates.

This can include:

  • Contact properties
  • Company records
  • Deal pipelines
  • Lifecycle stages
  • Lead statuses
  • Custom fields
  • Sales stages
  • User permissions
  • CRM organisation

Sales Pipeline Setup

Create a clear sales pipeline so you can see exactly where every opportunity sits.

For example:

New Enquiry → Qualified → Quote Sent → Follow-Up → Won/Lost

Your pipeline can be customised around your own sales process.

CRM Automation

Reduce manual administration by automating repetitive tasks.

Examples include:

  • Automated follow-up emails
  • Lead assignment
  • Task creation
  • Deal stage updates
  • Internal notifications
  • Lead nurturing
  • Customer follow-ups
  • Workflow automation

Website & Form Integration

Connect your website to HubSpot so enquiries can automatically enter your CRM.

This can include:

  • Contact forms
  • Lead capture
  • Website enquiries
  • Booking forms
  • Contact property updates
  • Automated notifications

HubSpot Integrations

Connect HubSpot with other systems your business already uses.

Depending on your requirements, integrations can include:

  • ServiceM8
  • Zapier
  • Email platforms
  • Calendars
  • Website forms
  • Marketing platforms
  • Accounting systems
  • Other business applications

CRM Data Management

Clean and organise your CRM so that your data is reliable and useful.

This can include:

      • Duplicate management
      • Data cleansing
      • Property restructuring
      • Contact segmentation
      • Data standardisation
      • Importing existing customer data
Image of businessman in black suit against dark background

 Why Hazy Ayz 

  • HubSpot implementation shouldn't be about simply switching features on.

    The CRM needs to reflect the actual workflow of your business.

    HazyAyz combines CRM implementation with experience in:

    • Digital marketing
    • Data analytics
    • Business intelligence
    • Website development
    • Automation
    • SEO
    • AI and digital technologies

    This means your CRM can be connected to the wider digital systems you use rather than operating as an isolated database.

Can you migrate my existing customer data into HubSpot?

Yes. Website forms can be connected to HubSpot so that new enquiries are captured directly in your CRM.

This can also trigger automated notifications, follow-up tasks and workflows.

Can HubSpot integrate with other software?

Yes. HubSpot can integrate with many third-party applications and business systems through native integrations, APIs or platforms such as Zapier.

The appropriate integration method depends on the systems involved and what you need them to do.

Do I need a paid HubSpot plan?

Not necessarily. HubSpot offers different levels of functionality, and the appropriate plan depends on the features and automation your business requires.

HazyAyz can help determine what functionality you actually need before you spend money on additional software.

Can you fix an existing HubSpot CRM?

Yes. If your existing HubSpot account is disorganised, difficult to use or no longer reflects your business processes, we can review the setup and recommend improvements.

This may involve restructuring pipelines, properties, workflows, data and integrations.

Ready to Get More From HubSpot?

Stop managing leads manually and turn your CRM into a system that works for your business.

Whether you're starting with HubSpot or need help fixing an existing setup, HazyAyz can help you build a cleaner, more efficient CRM.

Contact US