HubSpot CRM, Automation & Integration – 1-Week MVP (Spain Pilot, Scalable)
We are implementing HubSpot as our central CRM and automation platform for venue acquisition, dealer and partner management, field sales, marketing automation, contracts, and customer support context.
Spain is the pilot, but the setup must be scalable from day one for multi-country operations and multiple legally independent dealers under a future holding structure.
Key constraint
We want to avoid HubSpot Enterprise tiers unless strictly necessary. The solution should start with HubSpot Pro, or standard bundles only if justified, and use cost-aware workarounds such as custom objects, properties, associations, and naming conventions to keep licensing costs under control.
Timeline
1 week to deliver a production-ready MVP
Must support 5 upcoming trade fairs in Spain
Speed, UX, and pragmatism over theoretical perfection
Architecture must not block future scaling
Core Scope MVP
CRM objects Contacts, Companies, Deals, Custom Object Venue, Tickets via Zendesk or Service Hub
Sales pipelines venue acquisition, dealer acquisition, inbound requests, contracting
Lead sources trade fairs Excel or CSV, cold lists, inbound, field sales
Mobile-first field sales UX, Spanish-first, minimal fields, fast venue creation, geo capture, Google Places linking
Trade fair lead segmentation and automated or approval-based email follow-ups in Spanish and English
Document sending information and basic contracts or proposals
Data Enrichment and Integrations
Google venue enrichment name, address, Place ID, ratings
Spain company validation via eInforma INFORMA D and B
Manual Enrich via eInforma action in MVP
NIF or CIF-based enrichment legal name, address, status where available
Deduplication logic and audit trail
Must work without HubSpot Enterprise
Zendesk integration
Tickets linked to Venue as primary, Contact, optional Company
Enable recurring issue tracking per venue
Backend API sync data model must be compatible, full sync can be phase 2
Non-Negotiables
GDPR compliant, EU data storage
Spanish-first, mobile-friendly UX
Hide complexity, if sales does not need it, do not show it
Operable by non-technical field sales
Acceptance Week 1
Trade fair leads import and segment correctly
Emails send successfully
Venue creation on mobile in under 1 minute
Deals tracked per salesperson and region
Venues show related deals and tickets
Runs on non-Enterprise HubSpot tiers unless clearly justified
Clear phase 2 roadmap API, multi-country, holding logic
Proposal Must Include
Recommended HubSpot tiers and cost rationale
Data model and cost-saving strategy
MVP scope versus phase 2 scope
Tooling choices
Risks and limitations
Relevant HubSpot and API experience
Note A full, detailed technical specification document is available and will be shared with shortlisted candidates.
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