🎯 Build Your HubSpot Implementation

Select brands, then choose exactly what you need. Smart bundle discounts applied automatically.

💡 How This Works: Start by selecting a phase preset (recommended) or manually select brands then features. Foundation elements and shared features are reusable across all brands (you pay once, use everywhere). Bundle discounts apply automatically when you select multiple items.

⚡ Quick Start: Select Phase(s)

💡 How Phases Work: Each phase can be selected individually to see its cost, or combine multiple phases. Features won't be double-counted when you select multiple phases together.

🔵 Phase 1

Foundation

✓ Portal + All Properties
✓ Pipelines (all 3 brands)
✓ Basic integrations
✓ Core workflows
✓ Encharge.io + Calendly + Slack

Includes: Contacts, Companies, Deals objects
Per Brand: Shopify/Webflow, basic workflows

🟢 Phase 2

Automation (Add-on)

✓ Lead scoring + lifecycle
✓ Email nurture sequences
✓ Task automation
✓ Tickets object (All brands support)
✓ Advanced workflows
✓ Core dashboards (CEO + Sales)

Adds: Support ticket system (shared), advanced automation
OXYZEN: App webhook + All nurture flows

⭐ Phase 3

Custom Objects (Optional)

✓ Projects object (VVIDEO/WEBBB)
✓ Devices object (OXYZEN)
✓ WhatsApp integration
✓ All dashboards (8 total)
✓ Advanced analytics
✓ Team training

Adds: Custom objects for advanced tracking
Per Brand: Project/device management

1️⃣ Select Your Brands

🔴 OXYZEN

B2C - Smart Wellness Ring

Shared: $200 + Brand: $350 = $550
11 hours total
Includes: Pipeline (7 stages), workflows, templates

🔵 VVIDEO.CO

B2B - Video Production

Shared: $200 + Brand: $462.50 = $662.50
13 hours total
Includes: Company object (7 B2B properties), Pipeline (8 stages)

🟢 WEBBB.AI

B2B - Webflow + AI

Shared: $200 + Brand: $462.50 = $662.50
13 hours total
Includes: Company object (7 B2B properties), Pipeline (8 stages)

2️⃣ Shared Foundation (All Brands)

💡 These features work across ALL selected brands. Select once, use everywhere. Massive efficiency gains!

🔗 Essential Integrations

Encharge.io Integration

Bi-directional email automation platform with advanced behavioral tracking, syncs with HubSpot contacts and deals

1 hour $50 Required

Implementation Details

How This Works:

API Integration Bi-directional sync via native Encharge connector

Automatic: API-based integration with bi-directional sync (~5 min sync time)
Setup: Connect HubSpot via API key, select sync direction (one-way or two-way), map Contact & Company fields
Bi-directional Sync: Contact/Company data flows both ways, updates propagate within 5 minutes
Automation: 13 HubSpot triggers & actions available - create deals, assign tasks, update stages from Encharge
Manual Work: Configure behavioral triggers in Encharge, build email sequences, segment setup
Testing: Create test contacts in both systems, trigger email flows, verify field mapping accuracy

💡 Pricing Reasoning:

Conservative assumes basic connection and field mapping. Realistic includes comprehensive testing of bi-directional sync, workflow handoff strategy planning, email template import, and full documentation of sync timing and enrollment criteria.

📚 Sources & Citations:

Calendly Integration

Meeting sync, pre-call workflows, automated follow-ups - works for all brands

0.5 hours $25 Shared

Implementation Details

How This Works:

Native HubSpot App Available in HubSpot App Marketplace

Automatic: Install from HubSpot marketplace, OAuth connection, real-time meeting sync
Contact Creation: New leads auto-created in HubSpot when meetings booked, existing contacts updated
Meeting Status Sync: Scheduled, completed, no-show, canceled status syncs to HubSpot meeting outcome field
Manual Setup: Select Calendly event types to sync, configure owner routing rules, map form fields
Account Owner Routing: Known contacts auto-routed to their assigned rep's booking page
Workflows: Build pre-call questionnaires, post-call follow-ups, task automation based on meeting status
Testing: Book test meetings, verify contact/deal creation, confirm notification delivery

💡 Pricing Reasoning:

Conservative assumes quick OAuth setup. Realistic adds comprehensive testing of meeting types, owner assignment rules, cancellation handling, no-show tracking, and pre/post-call workflow triggers.

📚 Sources & Citations:

Slack Notifications

Deal alerts, hot lead notifications, task reminders for all brands

0.25 hours $15 Shared

Implementation Details

How This Works:

Native HubSpot App Install from HubSpot or Slack marketplace

Automatic: One-click OAuth install from marketplace, requires Super Admin or App Marketplace permissions
Workflow Actions: Add "Send Slack notification" action in workflows (requires Professional+ subscription)
Real-time Notifications: Deal alerts, hot leads, task reminders, form submissions, deal stage changes
Manual Setup: Select Slack workspace & channels, customize message templates, add @mentions, create action buttons
Advanced Features: Create tasks/tickets from Slack, auto-create Slack channels for deals, slash commands
Testing: Trigger test workflows, verify channel routing, confirm @mentions & button actions work

💡 Pricing Reasoning:

Conservative covers basic notification setup. Realistic includes comprehensive channel routing configuration, multiple notification triggers testing, @mention setup, and action button configuration.

📚 Sources & Citations:

🎫 Support Infrastructure (All Brands)

Support Ticket System

Tickets object setup for all brands: issue tracking, severity levels, resolution workflows, SLA management, assignment rules - works across OXYZEN, VVIDEO, and WEBBB

2.5 hours $125 Shared

Implementation Details

How This Works:

Native HubSpot

Automatic: Tickets object is built-in to HubSpot, we configure properties and workflows
Manual Setup: Create custom ticket properties (Brand, Issue Type, Severity, Device Serial for OXYZEN)
Workflow Configuration: Auto-assignment rules based on brand, SLA tracking, escalation triggers
Associations: Link tickets to Contacts, Companies, and Deals automatically
Deliverables: Ticket pipelines per brand, property mapping, automated notifications

💡 Pricing Reasoning:

Conservative covers basic ticket setup. Realistic adds comprehensive assignment rules testing, SLA workflow development, resolution tracking, and cross-brand ticket routing complexity.

📚 Sources & Citations:

https://knowledge.hubspot.com/tickets/create-tickets

⚡ Universal Automation Features

Universal Email Nurture Sequences

General lead nurture workflows for all brands, automated follow-up sequences, engagement campaigns - works across all selected brands

2 hours $100 Shared

Implementation Details

How This Works:

Native HubSpot Workflows Requires Professional or Enterprise subscription

Tool Used: HubSpot Workflows (marketing automation) - NOT Sequences (sales tool)
Automatic: Contacts enroll based on triggers (form submission, page visits, email interactions)
Email Types: Marketing emails sent through HubSpot (can customize from address)
Behavior-Based Triggers: Downloaded content, attended webinar, visited pricing page, inactivity periods
Manual Setup: Build workflow in Automation tab, create email templates, set enrollment criteria, configure delays between emails
Goal Criteria: Set workflow goals (e.g., booked meeting) to auto-unenroll contacts who convert
Brand Segmentation: Use "Brand Interest" property to send brand-specific nurture content
Testing: Test with sample contacts, verify email delivery, confirm goal criteria unenrollment works

💡 Pricing Reasoning:

Conservative estimates 5-7 basic emails with simple timing. Realistic includes comprehensive testing (20%), personalization token setup, if/then branching logic, A/B testing framework, mobile rendering tests, and analytics configuration.

📚 Sources & Citations:

Lead Scoring System

Behavioral scoring (page visits +5, email opens, PDF views), intent scoring (pricing page +10, add to cart +20, purchase +40), engagement frequency tracking, negative scoring for inactivity (-20), hot lead alerts (≥50 threshold) - applies to all brands with brand-specific scoring rules

2 hours $100 Shared

View Scoring Matrix

📊 Lead Scoring Matrix

Native HubSpot Uses HubSpot's built-in scoring with custom rules

Behavior	OXYZEN	VVIDEO	WEBBB
Product/Portfolio Page Visit	+5	+10	+10
Pricing Page Visit	+10	+15	+15
Email Open	+2	+3	+3
Email Click	+5	+5	+5
Add to Cart	+20	N/A	N/A
Booked Call	N/A	+25	+25
Proposal Opened	N/A	+20	+20
Purchase/Contract	+40	+40	+40
14 Days Inactive	-20	-10	-10
Ghosting 7+ Days	N/A	-10	-10

Hot Lead Threshold: ≥50 points
Triggers: WhatsApp/Slack notification to sales team + immediate follow-up task

Implementation: Configure HubSpot contact scoring property with workflow triggers, test with sample contacts, verify notification delivery

💡 Pricing Reasoning:

Conservative covers basic scoring property and simple workflows. Realistic adds brand-specific scoring matrices, score decay logic, negative scoring for disengagement, threshold testing, and comprehensive documentation.

📚 Sources & Citations:

Lifecycle Auto-Progression

Automatically move contacts through lifecycle stages (Lead → MQL → SQL → Customer) based on behavior and intent signals

1.5 hours $75 Shared

Implementation Details

How This Works:

Native HubSpot Property Lifecycle Stage is built-in, workflows automate progression

Automatic: Workflows trigger on enrollment criteria, use "Set property value" action to change Lifecycle Stage
Lead → MQL Automation: Lead scoring property triggers progression (e.g., score ≥30 = MQL)
MQL → SQL Automation: Engagement score + qualifying actions (demo request, booked call, specific form fills)
SQL → Customer: Deal stage "Closed Won" or payment received triggers Customer status
Manual Setup: Create workflows per lifecycle transition, define scoring thresholds, set qualification criteria
Company Scoring: For B2B (VVIDEO/WEBBB), use company size, industry, location for SQL qualification
Maintenance: Quarterly reviews to ensure automation rules send quality leads to sales
Testing: Test contacts through each lifecycle stage, verify scoring triggers work, confirm sales handoff

💡 Pricing Reasoning:

Conservative assumes simple progression workflows. Realistic adds B2B company-based qualification rules, regression logic for disengaged SQLs, comprehensive testing of all progression paths, and quarterly review documentation.

📚 Sources & Citations:

Automated Task Creation

Create tasks for sales team based on triggers (new lead, proposal sent, follow-up needed, cart abandoned, etc.) - integrated into workflows

1.5 hours $75 Shared

Implementation Details

How This Works:

Native HubSpot Workflows Requires Professional or Enterprise subscription

Automatic: Workflows create tasks using "Create task" action when specific triggers fire
Common Triggers: Form submission, meeting booked, proposal sent, deal stage change, cart abandoned, hot lead score
Task Configuration: Set title, description, due date, assignment (specific user or round-robin)
Sales Use Cases: Follow-up calls, proposal reviews, abandoned cart outreach, contract signature reminders
Manual Setup: Navigate to Automation > Workflows, add "Create task" action, configure task details and assignments
Assignment Rules: Auto-assign to deal owner, contact owner, or specific team members based on criteria
Priority & Due Dates: Set priorities and calculated due dates (e.g., 1 day after trigger)
Testing: Trigger test workflows, verify task creation, confirm assignments and notifications work

💡 Pricing Reasoning:

Conservative covers basic task creation workflows. Realistic includes round-robin assignment setup, calculated due dates (business days), task queue management, overdue escalation workflows, and comprehensive testing of all triggers.

📚 Sources & Citations:

WhatsApp Integration

360dialog/Twilio setup for WhatsApp messaging - use for cart recovery, hot lead alerts, customer communication across all brands

4.5 hours $225 Shared

Implementation Details

How This Works:

Webhook + API Via Twilio or 360dialog Business Service Provider

Provider Choice: Twilio (cheaper per message, requires Twilio phone number) OR 360dialog (use any number, €49/month minimum, faster approval)
Manual Setup Required: Create WhatsApp Business Account (WABA), register with provider, get API credentials
HubSpot Integration: Custom webhook architecture - Twilio/360dialog webhooks → HubSpot API for message logging
Bi-directional Messaging: Send via workflow webhook actions, receive via provider webhooks that POST to HubSpot
Message Logging: All messages auto-logged to contact timeline for 360° view
Workflow Integration: Send templated WhatsApp notifications from HubSpot workflows, trigger workflows on replies
Development Work: Build middleware or use tools like n8n/Zapier to connect provider webhooks with HubSpot APIs
Testing: Send test messages, verify timeline logging, confirm two-way sync, test workflow triggers

💡 Pricing Reasoning:

Conservative underestimates WhatsApp complexity. Realistic includes Meta WABA setup coordination, custom webhook middleware architecture, bi-directional sync implementation, template message Meta approval process, comprehensive testing of send/receive/threading, and opt-out handling.

📚 Sources & Citations:

📊 Dashboards & Analytics

CEO Overview Dashboard

High-level metrics: total revenue, active deals by brand, win rates, CAC, MRR, conversion rates

1.5 hours $75 Multi-brand

Implementation Details

How This Works:

Native HubSpot Dashboards Navigate to Reporting > Dashboards

Setup: Create custom dashboard, add multiple report widgets in grid layout
Key Reports: Total revenue, deal pipeline value by stage, win/loss rates, forecast vs actual, MRR tracking
Brand Segmentation: Filter all reports by "Deal Brand" property (OXYZEN/VVIDEO/WEBBB)
Automatic Updates: Dashboards auto-refresh with real-time data, no manual updates needed
Custom Report Builder: Build reports from deal, contact, company data with drag-and-drop interface
Sharing: Share dashboard with specific users or teams, set permissions
Testing: Verify data accuracy, confirm brand filters work, test date range selections

💡 Pricing Reasoning:

Conservative underestimates dashboard complexity. Realistic includes custom report building, CAC calculation with marketing spend integration, weighted pipeline calculations, data accuracy validation, historical data checks, and widget arrangement optimization.

📚 Sources & Citations:

Sales Funnel Dashboard

Pipeline health, conversion rates by stage, sales velocity, deal forecast across all brands

1.5 hours $75 Multi-brand

Implementation Details

How This Works:

Native HubSpot Reporting Sales-focused dashboard with funnel analysis

Funnel Visualization: Pipeline reports showing deals by stage, conversion rates between stages
Sales Velocity: Calculate average days in each stage, total cycle time from open to close
Deal Forecast: Weighted pipeline based on stage probability, expected revenue by close date
Conversion Analysis: Stage-to-stage conversion rates, identify bottlenecks and drop-off points
Multi-Pipeline Support: Separate views for each brand's pipeline or combined view
Goal Tracking: Compare actual vs target revenue, win rate goals, quota attainment
Testing: Verify calculation accuracy, confirm pipeline filters, test forecast weighting

💡 Pricing Reasoning:

Conservative assumes basic funnel reports. Realistic adds sales velocity calculations, bottleneck analysis, multi-pipeline support with brand filtering, conversion rate analysis, and forecast accuracy tracking.

📚 Sources & Citations:

Lead Source Analytics

Attribution reporting: which channels drive best leads, conversion rates by source, ROI tracking

1.5 hours $75 Multi-brand

Implementation Details

How This Works:

Native HubSpot Attribution Requires Marketing Hub Enterprise for full attribution

Attribution Models: First-touch, last-touch, W-shaped, multi-touch (full path) attribution
Lead Source Property: Track original source (Web, Shopify, WhatsApp, TikTok, Referral, etc.)
Conversion by Source: Analyze which channels produce highest quality leads, best conversion rates
ROI Calculation: Revenue attributed to each source vs marketing spend (requires deal closed data)
Campaign Attribution: Track specific campaigns, assets, and touchpoints that influence conversions
Requirements: Marketing Hub Enterprise for advanced attribution, otherwise use basic source reports
Testing: Verify source tracking accuracy, confirm attribution model calculations, validate ROI numbers

💡 Pricing Reasoning:

Conservative overlooks attribution complexity. Realistic includes attribution model setup (first/last/multi-touch), UTM parameter cleanup, source data quality validation, ROI calculations with marketing spend, and campaign performance tracking. Note: Full attribution requires Marketing Hub Enterprise.

📚 Sources & Citations:

Team Productivity Dashboard

Activity metrics, tasks completed, response times, individual KPIs

1.5 hours $75 Multi-brand

Implementation Details

How This Works:

Native HubSpot Activity Tracking Team performance metrics

Activity Metrics: Emails sent, calls made, meetings booked, tasks completed by user
Response Times: Average time to first contact, time to respond to leads, follow-up speed
Task Completion: Tasks completed vs overdue, completion rates by user and team
Individual KPIs: Deals created, deals closed, revenue per rep, win rates by owner
Leaderboards: Compare team member performance, identify top performers
Activity Goals: Set activity targets (calls/day, emails/week), track goal achievement
Testing: Verify activity logging, confirm user attribution, test goal calculations

💡 Pricing Reasoning:

Conservative covers basic activity metrics. Realistic adds response time analysis, task completion tracking, individual KPI calculations, leaderboard setup, activity goal tracking, and user attribution testing.

📚 Sources & Citations:

3️⃣ OXYZEN Specific Features

🔴 OXYZEN Integrations

Shopify Integration

Bidirectional sync: orders, customers, products, cart events, fulfillment tracking

1.5 hours $75 OXYZEN

Implementation Details

How This Works:

Native HubSpot App Shopify Data Sync from HubSpot marketplace

Automatic: Install from HubSpot App Marketplace (requires Super Admin permissions)
Tracking Code: Automatically adds HubSpot tracking to Shopify store for form & page tracking
Bi-directional Sync (BETA): Two-way sync for Customers ↔ Contacts, one-way Products & Orders → HubSpot
Sync Timing: Initial sync + updates within 10 minutes of changes
Manual Setup: Enable two-way sync option, configure field mappings, set abandoned cart triggers
Webhooks: Shopify events (checkout_started, order_paid) trigger HubSpot workflows automatically
Testing: Create test orders, verify contact creation, confirm cart abandonment workflow fires

💡 Pricing Reasoning:

Conservative assumes smooth setup. Realistic accounts for Shopify admin coordination, complex field mapping (products/orders/customers), two-way sync BETA testing, abandoned cart webhook configuration, edge case testing (partial refunds, variants, modifications), and contact deduplication logic.

📚 Sources & Citations:

App Activation Webhook

Track device_registered events from mobile app, trigger workflows on activation

2.5 hours $125 OXYZEN

Implementation Details

How This Works:

Custom Webhook Requires development work on mobile app

Custom Development: No native integration - requires webhook endpoint setup
Manual Work: Create HubSpot workflow webhook URL, configure mobile app to POST device_registered events
Data Mapping: Map device serial, user ID, activation timestamp to HubSpot contact properties
Workflow Triggers: Webhook receipt triggers HubSpot workflows (deal stage update, lifecycle change, app education emails)
Authentication: Secure webhook with API key or signed requests
Testing: Fire test webhooks from mobile app, verify contact updates, confirm workflow execution

💡 Pricing Reasoning:

Conservative underestimates custom webhook complexity. Realistic includes HubSpot webhook endpoint creation, detailed data mapping specification, mobile app developer coordination, authentication setup, error handling, retry logic, comprehensive payload testing, and cross-team documentation.

📚 Sources & Citations:

https://knowledge.hubspot.com/workflows/create-workflows

⚙️ OXYZEN Automation Workflows

Cart Abandonment Recovery

3-email sequence (1hr, 24hr, 72hr) + optional WhatsApp recovery + automated task creation for sales team

2 hours $100 OXYZEN

Purchase → Onboarding Workflow

Order paid triggers: deal creation, create onboarding ticket, app setup instructions email, welcome sequence

1.5 hours $75 OXYZEN

Pre-launch Nurture Sequence

For leads who clicked "Join Early Access" or viewed 3+ pages - automated nurture sequences, lead scoring, define persona automation

2 hours $100 OXYZEN

App Education Program

Post-activation: feature tutorials, usage tips, maximize value workflows

2 hours $100 OXYZEN

Cross-sell/Upsell Automation

After 21 days device use: accessories, multi-ring offers, discounts

2 hours $100 OXYZEN

Win-back Campaign

Re-engage inactive leads (30+ days) with re-entry nurture and re-targeting

1.5 hours $75 OXYZEN

📊 OXYZEN Dashboards

OXYZEN Commerce Dashboard

Cart abandonment rate, purchase conversion, app activation rate, AOV, CLV, cross-sell success

2 hours $100 OXYZEN

🎯 OXYZEN Premium Features

Devices Custom Object

Custom object for tracking: serial numbers, warranty status, activation dates, device history (Phase 3 - Advanced)

3 hours $150 OXYZEN

Support Ticket System

Ticket object setup with properties (Brand, Issue Type, Severity, Device Serial), assignment rules, SLA workflows, resolution tracking (Phase 2)

2.5 hours $125 OXYZEN

3️⃣ VVIDEO.CO Specific Features

🔵 VVIDEO Integrations

Webflow Forms Integration

Form submissions → HubSpot contact creation, deal trigger

0.5 hours $25 VVIDEO

Implementation Details

How This Works:

Multiple Options Native (Enterprise only) or Webhook/Tracking methods

Option 1 - Native Integration: Available for Webflow Enterprise customers only, auto-maps form fields to HubSpot
Option 2 - HubSpot Tracking (Recommended): Add HubSpot tracking code to Webflow, enable "Non-HubSpot Forms" detection in HubSpot
Option 3 - Direct Form POST: Set form action to HubSpot POST URL, match field names to HubSpot properties
Option 4 - Custom Webhook: Webflow webhook → middleware (server/cloud function) → HubSpot Contacts API
Manual Setup: Add tracking code OR configure webhooks, map form fields, test submissions
Automation: Form submissions trigger HubSpot workflows (deal creation, owner assignment, email sequences)
Testing: Submit test forms, verify contact creation, confirm field mapping accuracy, check workflow triggers

💡 Pricing Reasoning:

Conservative assumes simple tracking code. Realistic includes HubSpot tracking code implementation, Non-HubSpot Forms detection setup, field mapping with mismatch handling, Webflow site owner coordination, multiple form type testing (contact, demo request, project inquiry), and form submission validation. Note: Webhook/custom POST approaches require 3+ hours.

📚 Sources & Citations:

Proposal Tracking

HubSpot Documents with view tracking + automated follow-up sequences

1.5 hours $75 VVIDEO

⚙️ VVIDEO Automation Workflows

Discovery Call Automation

Calendly booking → pre-call questionnaire → post-call follow-up → create proposal task when requirements defined

1.5 hours $75 VVIDEO

Negotiation Workflows

Client revision requests → notify internal team (Slack/email), track iterations, automated reminders, update deal stage

1.5 hours $75 VVIDEO

Contract Reminder Automation

Agreement sent → auto-reminders for signature at 3, 7, 14 days

1 hour $50 VVIDEO

Project Kickoff Workflow

Deal won → create Project record, assign team, kickoff tasks

1.5 hours $75 VVIDEO

Closed-Lost Nurture

Lost deals → nurture sequence, set follow-up reminder

1 hour $50 VVIDEO

📊 VVIDEO Dashboards

VVIDEO Project Pipeline Dashboard

Active projects, proposal-to-close rate, average deal size, sales cycle length

2 hours $100 VVIDEO

🎯 VVIDEO Premium Features

Projects Custom Object

Custom object for delivery management: project status, milestones, deliverables, team assignments, timeline tracking (Phase 3 - Advanced)

3 hours $150 VVIDEO

3️⃣ WEBBB.AI Specific Features

🟢 WEBBB Integrations

Webflow Forms Integration

Form submissions → HubSpot contact creation, deal trigger

0.5 hours $25 WEBBB

Implementation Details

How This Works:

Multiple Options Same integration options as VVIDEO

Recommended Approach: HubSpot tracking code + Non-HubSpot Forms detection (easiest, no Enterprise plan needed)
Setup: Add HubSpot tracking script to Webflow site, enable form detection in HubSpot settings
Automatic: HubSpot detects Webflow form submissions, creates/updates contacts automatically
Alternative Methods: Native integration (Enterprise), Direct POST, Custom webhooks (see VVIDEO Webflow for details)
Testing: Submit test forms, verify contact creation, confirm deal triggers and workflows execute

💡 Pricing Reasoning:

Conservative assumes simple tracking code. Realistic includes HubSpot tracking code implementation, Non-HubSpot Forms detection setup, field mapping with mismatch handling, Webflow site owner coordination, multiple form type testing, and form submission validation. Same complexity as VVIDEO Webflow. Note: Webhook/custom POST approaches require 3+ hours.

📚 Sources & Citations:

Stripe Integration

Payment tracking, invoice status, subscription management

1 hour $50 WEBBB

Implementation Details

How This Works:

Native Integration HubSpot Payments or Data Sync

Option 1 - HubSpot Payments: Use Stripe as payment processor through HubSpot (requires Super Admin)
Option 2 - Stripe Payment Processing: Connect existing Stripe account to process payments via HubSpot quotes/invoices
Option 3 - Data Sync: Bi-directional sync of Stripe customers, payments, invoices → HubSpot native objects
Automatic Sync: Real-time payment data sync, transaction logging to contact timeline
Manual Setup: Connect Stripe account (OAuth), configure field mappings, set up workflow triggers
Advanced (Optional): Use third-party apps like ClearSync/saas•hapily for MRR tracking, subscription metrics, churn analysis
Testing: Process test payments, verify sync to HubSpot, confirm workflow triggers on payment events

💡 Pricing Reasoning:

Conservative covers basic connection. Realistic includes native integration OAuth connection, comprehensive field mapping (customers, invoices, payments, subscriptions), workflow triggers (payment received, invoice sent, subscription cancelled), subscription status tracking, failed payment handling, currency support, and comprehensive payment/deal/MRR/refund testing.

📚 Sources & Citations:

⚙️ WEBBB Automation Workflows

Project Onboarding Workflow

Contract signed → automated task generation per project phase, team assignment, kickoff email, timeline setup

1.5 hours $75 WEBBB

Retainer Auto-Renewal Reminders

Monthly reminders, auto-renewal workflows, payment tracking

1.5 hours $75 WEBBB

📊 WEBBB Dashboards

WEBBB Project Status Dashboard

Active projects, delivery timeline, retainer performance

2 hours $100 WEBBB

Retainer Performance Dashboard

MRR, churn rate, renewal rates, lifetime value

1.5 hours $75 WEBBB

🎯 WEBBB Premium Features

Projects Custom Object

Custom object for delivery management: project status, milestones, deliverables, team assignments, timeline tracking (Phase 3 - Advanced)

3 hours $150 WEBBB

📦 Developer Handover Package (Included)

Every implementation includes comprehensive documentation and handover materials:

Data Property Dictionary: Complete list of all custom properties with descriptions, types, and usage
Workflow Documentation: All workflows documented with triggers, actions, and decision logic - properly named and organized
Field Mapping Sheets: Integration field mappings (Shopify ↔ HubSpot, Webflow → HubSpot, etc.)
Event Mapping: Webhook events and automation triggers documented (Shopify events, Webflow submissions, app webhooks)
QA Test Process: Testing checklist and acceptance criteria for all automations and integrations
Folder Structure: Organized shared drive with all documentation, templates, and configuration files
Loom Walkthroughs: Optional video tutorials for complex workflows and processes (included in Phase 3 training)

🎯 Objective: Your team can confidently manage, troubleshoot, and extend the system without vendor lock-in

4️⃣ Optional Extras

Team Training & Video Walkthroughs

2-hour live training session + Loom video tutorials for key processes

4 hours $200

Ongoing Support Retainer

8 hours/month: optimization, new workflows, troubleshooting (starts after launch)

$400/month