Home / Guides
Guides
HubSpot guides from real client work
How to connect HubSpot to NetSuite, ServiceTrade and Shopify, how to audit a portal, and how to set up the customer agent. Written from the projects I build.
HubSpot audit checklist: what to check in your portal and what to fix
A HubSpot portal audit you can run yourself, area by area, with where HubSpot shows each problem and what real client audits found.
Read the guide →GuideHubSpot NetSuite integration: the native app, connectors or custom code
What HubSpot's NetSuite app syncs, how connectors, iPaaS and custom SuiteScript compare, and what to map before you connect the two systems.
Read the guide →GuideHow to connect ServiceTrade and HubSpot so field jobs move your deals
Connect ServiceTrade to HubSpot with Zapier or the API, match jobs to deals on the service request ID, and keep won revenue accurate.
Read the guide →GuideShopify draft orders to HubSpot deals: how to track quotes to revenue
How to track Shopify draft orders as HubSpot deals, avoid duplicate deals, and close the right deal when a quote is paid.
Read the guide →GuideHow to set up HubSpot's customer agent (and what to prepare first)
What HubSpot's customer agent needs, which channels it answers on, how to set it up and test it, and what to prepare before it goes live.
Read the guide →HubSpot help centre
Something broken in HubSpot right now?
Step-by-step fixes for workflows that don't trigger, forms that don't create contacts, duplicate contacts, emails going to spam and syncs that stop working.
Prefer to see the results?
Every guide comes from client work. The case studies show what changed in each portal.
Need help with your HubSpot portal?
Book a free 30-minute call. You'll get a written scope and one fixed price.