HubSpot Implementation and Support

Document AI Platform | United States 🇺🇸


Unstructured documents like invoices, banks statements, contracts, rent rolls, bill of lading, energy/utility bills, ACORD forms, IRS Form 1040 are hard to read. Docsumo’s intelligent AI enables you to extract and easily review only the fields you need from such complex documents. They are trusted by the world’s biggest data-driven businesses. Their self-serve interface enables 10X efficiency for your teams and business processes. Say bye-bye to manual data extraction and human errors.

Problem Statement

Identification of problem before offering HubSpot’s best practices

Docsumo, a company providing AI-powered document processing solutions, was facing challenges with their CRM current platform Zoho. The platform is not meeting their needs for streamlining marketing and sales activities, resulting in decreased productivity and inefficiency in their daily operations. Docsumo was experiencing issues with Zoho’s limited customization options and lack of integrations with other critical business applications. As a result the company is struggling to gain insights into customer behavior and effectively manage their sales funnel.


Docsumo decided to switch to HubSpot, a more flexible and user-friendly CRM platform. HubSpot offered a range of customization options, including the ability to create custom fields, automations, and integrations with other platforms The user interface is simpler and more intuitive making it easier for the team to manage their sales and marketing activities. The switch to HubSpot was a successful solution for Docsumo, allowing the company to overcome their limitations.

HubSpot Solution Package

Professional Onboarding package fits best for Docsumo

Professional Onboarding

Znbound’s team of HubSpot specialist assisted  with the implementation of HubSpot Marketing and Sales software & built a plan for launching Docsumo’s automation journey with their  first email campaign along with setting up their sales pipelines, third-party integrations and social channels for effective reach out

Professional Onboarding

Marketing Hub Professional - Marketing Contacts (Includes 2,000 Marketing Contacts)

Scope > HubSpot Marketing Hub Services

Standard Set-up

  • Connect your social accounts in HubSpot
  • Confirm time zone
  • Install HubSpot tracking code to website
  • Filter out internal IP addresses
  • Integrate with Google Analytics
  • Set up GTM (Google Tag manager)
  • Connect Ads Accounts in HubSpot
  • Connect your subdomains, if any.
  • Add an email sending domain
  • Upload your logo and favicon
  • Define physical address and email types
  • Configure blog settings (not relevant for Wordpress)
  • Import contacts into HubSpot
  • Replace existing forms with HubSpot forms
  • Capture leads with Pop-up Forms


  • Setting up workflows for nurturing 
  • Setting up workflows for lead routing
  • Reports and Dashboards

Scope > HubSpot Sales Hub Services

Standard Set-up

  • Connect email inbox 
  • Set up team profile and settings
  • Invite team
  • Create custom properties to store your data
  • Review existing contacts database
  • Import your contacts, companies, deals, and notes into HubSpot
  • Install HubSpot tracking code on website
  • Set up your deal currencies
  • Training


  • Emailing prospects
  • Connect email and calendar so you can use the meetings tool to let prospects book time with you. 
  • Use email scheduling to send to prospects at their preferred times. 
  • Email prospects directly from the CRM.

HubSpot Training

At Znbound, we understand the importance of effective training when it comes to using HubSpot to its fullest potential. As a HubSpot partner agency, we take pride in providing comprehensive onboarding and training services to our clients, and we were thrilled to have the opportunity to work with Veris to help them get up and running with the platform. Our team of experts provided hands-on training sessions for Docsumo’s team, ensuring that everyone felt comfortable and confident using the platform. 

We went over the basics of the platform, including how to navigate the interface, transferring the data from Zoho CRM to HubSpot and how to use different features, as well as best practices for getting the most out of HubSpot. We made sure to leave plenty of time for questions and one-on-one support to make sure that everyone had a solid understanding of the platform and how to use it effectively. 


At Znbound, we know that integrating HubSpot with other third-party tools is key to unlocking its full potential. We took a strategic approach to the integration process, carefully evaluating the client's needs and recommending the best solutions to meet those needs. Our team was able to streamline the integration process, ensuring a smooth and seamless experience for the Docsumo team members. Throughout the process, we provided ongoing support and training to make sure the client was comfortable using the platform and taking advantage of all its features.


Built by HubSpot


Built by Outplay

More success stories

Growth continues