HubSpot¶

Purpose¶

Secondary CRM (#2 after Salesforce). Added by Rick to the tool catalog 2026-04-14. Role and specific use patterns to be defined as work shifts this direction.

How we use it¶

Usage patterns not yet established as of 2026-04-21. Candidate use cases: top-of-funnel marketing automation, partner/ecosystem contact tracking, customer success motions below Salesforce complexity threshold.

Update this page when active HubSpot workflows are defined.

Setup & credentials¶

Credentials in 1Password. HubSpot account at app.hubspot.com. No MCP integration confirmed.

Owner¶

cmo (marketing automation) or cro (top-of-funnel pipeline) — to be confirmed when active workflows begin. vp.sales role retired 2026-04-15; CRO absorbs until reactivation.

[[monday-com]] — primary internal CRM
[[salesforce]] — #1 for customer use and integration
[[apollo-io]] — prospecting data source

Notes¶

Added to catalog by Rick during 2026-04-14 inventory review. Specific role and use cases pending as work shifts toward HubSpot workflows.