HubSpot partnership with IDX

Strategic onboarding and management for optimal first party data capabilities.

Growth today doesn’t come from guesswork. It comes from orchestration—bringing together AI, human creativity, channel expertise and data engineering to work as one.

At IDX, we don’t just implement HubSpot. We build it into all aspects of our systems and strategies that learn, optimize, and scale in real time. This drives consistent and compounding performance improvements across every channel and team within organizations.

As a HubSpot Gold Partner, IDX can waive HubSpot's mandatory onboarding fee while working with you to ensure your platform is properly configured to your business needs

A little taste of what we can do

Strategy

Turn insight into foresight. We build HubSpot strategies that blend human data with AI-powered tools and intelligence to work for all teams within the organization.

Administration

Not sure how to keep your HubSpot account functioning properly, IDX offers white glove administration services to ensure the account stays operating at a high level with data integrity.

Marketing Hub Onboarding

Whether you are just getting started utilizing HubSpot's Marketing Hub or expanding into an enterprise level account, IDX can assist with onboarding and setup so your account is built to scale.

Sales Hub Onboarding

The customer journey doesn't end with marketing and as such, IDX can assist with onboarding and setup of HubSpot's sales hub to ensure a smooth handoff to sales and conversion to customer.

Platform Audit

Unsure of how your account stacks up? Let IDX run an end-to-end account audit to identify potential issues or unidentified opportunities.

Integrations

With over 500 native integrations, HubSpot can integrate with the most common platforms needed by users. However, if there are additional integrations needed, IDX can work to seamlessly create an integration so support your need.

Sales and Marketing Automations

Once your account is setup, IDX can strategize and implement sales and marketing automation to do the heavy lifting, allowing sales and marketing teams to focus on driving and converting leads.

Marketing Hub Professional Onboarding

Onboarding Features	IDX Onboarding $2500 Starting price for standard features	Hubspot Onboarding $3000 Starting price for standard features
Kick-off / Alignment Call		Limited
Check-In Call
Users & Permission Sets Setup
Account Settings, Branding & Tracking Code Setup		Limited
Import of Standard object Data (Contacts, Companies or Deals)*	*If cleaned and pre-formatted	*If cleaned and pre-formatted
Custom Properties
Email Sending & Compliance Setup
Default Dashboard Setup
Default Form Creation
Handoff Call

Marketing Hub Enterprise
Onboarding

Onboarding Features	IDX Onboarding $5500 Starting price for standard features	Hubspot Onboarding $7000 Starting price for standard features
Kick-off / Alignment Call		Limited
Check-In Call
Users & Permission Sets Setup
Account Settings, Branding & Tracking Code Setup		Limited
Import of Standard object Data (Contacts, Companies or Deals)*	*If cleaned and pre-formatted	*If cleaned and pre-formatted
Custom Properties
Email Sending & Compliance Setup
Default Dashboard Setup
Default Form Creation
Handoff Call
Form/CTA Asset Migration	(Up to 5 total forms or CTA's)
Segmentation & Lists	(Up to 5 lists - active or static)
Custom Reports	(Up to three custom reports)
Email Template Setup	(One email template)
Automation Setup	(Up to 5 total automations)

Sales Hub  Professional Onboarding

Onboarding Features	IDX Onboarding $1500 Starting price for standard features	Hubspot Onboarding $1500 Starting price for standard features
Kick-off / Alignment Call		Limited
Check-In Call
Users & Permission Sets Setup
Account Settings, Branding & Tracking Code Setup		Limited
Import of Standard object Data (Contacts, Companies or Deals)*	*If cleaned and pre-formatted	*If cleaned and pre-formatted
Custom Properties
Pipeline & Deal Stages Buildout
Default Dashboard Setup
Meetings Setup & Email Integration
Handoff Call

Sales Hub Enterprise Onboarding

Onboarding Features	IDX Onboarding $3000 Starting price for standard features	Hubspot Onboarding $3500 Starting price for standard features
Kick-off / Alignment Call		Limited
Check-In Call
Users & Permission Sets Setup
Account Settings, Branding & Tracking Code Setup		Limited
Import of Standard object Data (Contacts, Companies or Deals)*	*If cleaned and pre-formatted	*If cleaned and pre-formatted
Custom Properties
Pipeline & Deal Stages Buildout
Default Dashboard Setup
Meetings Setup & Email Integration
Handoff Call
Sales Email Templates	(Up to 5 total forms or CTA's)
Segmentation & Lists	(Up to 5 lists - active or static)
Custom Reports	(Up to three custom reports)
Sales Snippets Setup	(Up to 5 Snippets)
Automation Setup	(Up to 5 total automations)

Get in touch

Have a need? lets find a solution.

HubSpot Onboarding Services

Strategic onboarding and management for optimal first party data capabilities.

A little taste of what we can do

Let's chat