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ZoopCoder

Chatbots & automation

Get HubSpot CRM Actually Set Up, Not Just Signed Up For

Pipeline, properties and contacts configured the way your team actually sells, plus the automations that stop leads from going cold.

Delivered in 5-7 working days

₹7,999

Fixed price · one-time · no hidden charges

Order details — all three required

e.g. 3 sales reps, ~600 existing contacts in a spreadsheet.

Invoice and delivery files are sent here.

With country code — our team starts the work with you here.

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How it works

  1. Pay ₹7,999Secure Razorpay checkout. Share your sales process and CSV export.
  2. CRM configuredPipeline, properties, users and automations built to match how your team actually sells.
  3. Data imported and handed overContacts imported, email connected, and a short walkthrough call — live in 5-7 working days.

The short answer

ZoopCoder sets up HubSpot CRM for up to 3 users for a fixed ₹7,999, including importing up to 2,000 existing contacts and building 3 workflow automations, delivered in 5-7 working days. HubSpot's free tier includes CRM and contacts at no cost, but its Workflows automation tool is gated to the Starter plan and above, so this service also confirms which HubSpot plan your team actually needs before configuring anything, rather than building automations that turn out to need an upgrade you did not budget for.

What you get

  • Up to 3 user accounts set up with permissions
  • Deal pipeline configured to match your actual sales stages (1 pipeline)
  • Contact and deal properties customised to what you actually track
  • Up to 2,000 existing contacts imported from a CSV export
  • Up to 3 workflow automations — for example lead rotation, a follow-up reminder or a welcome email on new contact
  • Gmail or Outlook two-way email integration connected
  • A plan-fit check confirming whether Free, Starter or Professional actually covers what you're asking for, before we build it
HubSpot CRM Setup & Onboarding — specifications
Price₹7,999 (fixed)
ScopeUp to 3 users
Records importedUp to 2,000 contacts, one CSV import
Workflow automationsUp to 3 (HubSpot's built-in Workflows tool)
Email integrationGmail or Outlook, two-way logging
Custom-coded actionsNot included — quoted separately
Support14 days of configuration fixes after go-live

What we need from you

  • A HubSpot account — the free tier is enough to start, and we can guide you through signup if you do not have one yet
  • Your existing contacts as a CSV export
  • A description of your current sales process and deal stages

Not included

  • HubSpot's subscription fee — billed by HubSpot directly, and the plan needed depends on which features you actually use
  • Custom-coded actions, marketplace app integrations, or HubSpot Marketing Hub setup — quoted separately
  • More than 3 users or 2,000 contacts — quoted per additional 3 users or 2,000 contacts
  • Ongoing CRM administration after go-live — available separately as a support retainer if you need it

About this service

HubSpot's free tier is generous enough that many Indian teams sign up for it directly, poke around the default deal stages for an afternoon, and then keep running sales out of WhatsApp and spreadsheets anyway. The gap is not the software — it is the setup: matching the pipeline to how the team actually qualifies and closes, getting existing contacts in instead of stuck in a spreadsheet, and building two or three automations that save time instead of costing it, like auto-rotating a new lead to whoever is free or nudging a rep after three days of silence. We also tell you plainly, before we build anything, whether what you're asking for needs a paid HubSpot plan — so you're not surprised by an upgrade prompt after we've already configured around it.

Questions before you buy

Do I need a paid HubSpot plan?

Not necessarily to start — HubSpot's free tier includes CRM, contacts and basic automation. Workflow automation beyond simple triggers needs the Starter plan, billed by HubSpot; we check what your specific process needs before configuring rather than building around an upgrade you don't need yet.

Can you migrate contacts from another CRM instead of a CSV?

If your current CRM can export to CSV, yes — that covers most tools including Zoho, Pipedrive and spreadsheets. Direct API-to-API migration is quoted separately.

What counts as a workflow automation?

A trigger-and-action pair inside HubSpot's Workflows tool — for example "new contact from a form → assign to a rep and send a welcome email." Custom-coded actions are quoted separately.

Will this integrate with our WhatsApp or website forms?

Website form-to-contact capture is included as one of your 3 automations if your form supports a standard integration — native HubSpot forms, a webhook, or Zapier/n8n. WhatsApp Business API integration into HubSpot is quoted separately.

What if we outgrow 3 users or 2,000 contacts later?

You can add more any time — quoted per additional 3 users or 2,000 contacts at the same fixed-scope pricing.

How is this different from your Zoho CRM setup service?

Same idea, different platform: HubSpot suits teams that want a generous free tier with marketing tools to grow into later; Zoho suits teams that want a lower-cost paid plan from day one. Pick whichever your team already leans toward — we don't push one over the other.

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