Every capability we track
18 capabilities in 6 clusters. Each lists the evidence we accept and the questions to ask a partner.
SAP integration
Customer, order and product sync between SAP and HubSpot.
NetSuite integration
Quotes, invoices and customer records between NetSuite and HubSpot.
Dynamics integration
Microsoft Dynamics 365 Business Central and Sales with HubSpot.
Tally integration
Tally accounting data with HubSpot, common in India.
Shopify + HubSpot
Orders, products and customers from Shopify into HubSpot.
WooCommerce + HubSpot
WooCommerce store data and abandoned carts in HubSpot.
Magento + HubSpot
Adobe Commerce (Magento) catalogs and B2B accounts.
Breeze agent setup
Customer, prospecting and content agents configured and tuned.
AI workflows
AI steps inside HubSpot workflows, with human review.
Data readiness for AI
Property cleanup and deduplication before turning AI on.
CPQ & quoting
Products, price books, quotes and approvals.
Renewals
Renewal pipelines and auto-created renewal deals.
Subscription management
Seats, plans and billing handoffs.
Multi-BU & multi-brand
Business units, brands, currencies and languages in one portal.
Custom objects & data model
Custom objects, associations and portal architecture.
Salesforce to HubSpot
Objects, history and automation moved from Salesforce.
Zoho to HubSpot
Zoho CRM modules, picklists and owners mapped across.
Pipedrive to HubSpot
Deals, activities and pipelines moved from Pipedrive.