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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Marketing Hub

    Professional

    Unlocks advanced automation, lead scoring, and seamless Salesforce integration for agile campaign execution.

  • Data Hub

    Starter

    To ensure smooth setup of SFDC Data Synca

Key outcomes enabled

  • Marketing teams can launch complex prospect campaigns in hours, significantly increasing operational output.
  • Sales leadership gains immediate visibility into marketing engagement directly within Salesforce contact records.
  • Lead quality is protected through automated scoring that filters out bot activity and identifies genuine intent.
  • Manual data recycling is eliminated, allowing for a scalable and compliant contact management process.
  • Marketing reporting becomes a reliable driver of strategy rather than a manual spreadsheet exercise.
  • The business achieves a Single Source of Truth by aligning HubSpot engagement data with Salesforce CRM records.

Why this setup

A configuration matched to your stage of growth, not the loudest tier.

Marketing Hub Professional is the optimal choice to resolve the operational friction inherent in your current Pardot setup. It provides the necessary automation and lead scoring to streamline campaign execution while maintaining a robust, native link to Salesforce. This configuration ensures Citipost achieves a Single Source of Truth without the unnecessary technical debt of an enterprise-grade system you don't fully utilise.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Campaign setup takes a full day

    Capability

    Drag-and-drop automation and templates

    Hub

    Marketing Hub Professional
  • Challenge

    Bot clicks skewing engagement data

    Capability

    Advanced lead scoring and bot filtering

    Hub

    Marketing Hub Professional
  • Challenge

    Sales lack visibility of marketing activity

    Capability

    Native Salesforce bidirectional sync

    Hub

    Marketing Hub Professional
  • Challenge

    Manual data recycling to stay under limits

    Capability

    Marketing Contacts pricing model

    Hub

    Marketing Hub Professional