Discovery & Planning
We start by assessing your Zendo environment and business objectives, then design a custom roadmap for your HubSpot integration.
Projects Delivered
Companies Served
Employees Across the Globe
Years of Excellence
If your agency currently uses Zendo to handle client projects and billing, you might be outgrowing its features. Zendo is excellent for managing service delivery, but when paired with HubSpot, you gain advanced CRM, marketing automation, and reporting capabilities.
Manage contacts, companies, deals, emails, and support tickets in one unified HubSpot dashboard.
Go beyond Zendo service management with HubSpot built-in landing pages, email campaigns, SEO tools, and automation workflows.
Automate repetitive tasks by connecting Zendo orders, payments, and requests directly to HubSpot for instant visibility.
With HubSpot, you’ll see clear, actionable reports on revenue, pipeline health, and client engagement, all consolidated in one dashboard.
Whether you’re a solo freelancer, a boutique agency, or an expanding SMB, HubSpot adapts to your business as it evolves.
And to help you get started, we offer a free 30-minute consultation to explore your unique needs.
Automate proposals, payments, and client follow-ups.
Consolidate intake, delivery, and sales data in one CRM.
Build unified dashboards that merge Zendo delivery data with HubSpot insights.
Capture every client touchpoint to improve retention and upsell opportunities.
Once the migration is complete, your team will simply log in through HubSpot secure portal using their email, Google/Microsoft SSO, or enterprise-level login. All migrated Zendo data will be instantly accessible within your HubSpot CRM.
We focus on maximizing your ROI by helping you choose the right HubSpot plan for your business.
Free CRM: Includes contact management, pipelines, quotes, and invoices
Starter Plans: Begin at around $15–$20/month
Professional & Enterprise: Scale up as your business grows
How our team delivers a smooth transition.
We start by assessing your Zendo environment and business objectives, then design a custom roadmap for your HubSpot integration.
Zendo data like client records, proposals, and invoices are mapped into HubSpot properties.
We configure pipelines, deal stages, and workflows inside HubSpot to reflect your Zendo processes.
Using HubSpot API and automation, we securely migrate your data and enable real-time sync.
Every record is checked to ensure accuracy and functionality.
Your team learns how to use HubSpot, including login options and access to newly migrated data.
Log in to your HubSpot account, go to Domains & URLs, and select Connect a domain.Choose your domain provider (Zendo), update the DNS records as instructed, and verify the connection.
No — We manage the entire integration and provides hands-on support.
Yes — we use secure API methods and verify every transfer before going live.
We’ll recommend the most cost-effective option.