HubSpot & Cat Media FAQs

Answers to the most common questions about HubSpot implementation, CRM integration, and how Cat Media supports your growth. Explore key topics like HubSpot onboarding, CRM optimisation, integrations, and RevOps strategy — all in one place.

Frequently Asked Questions

HubSpot Services FAQs

What is a HubSpot Solutions Partner?

A HubSpot Solutions Partner is a certified expert in implementing, customising, and optimising the HubSpot platform for businesses.


As a certified HubSpot Solutions Partner, Cat Media helps companies design and improve their CRM operations using HubSpot’s tools across marketing, sales, and service.

What services does Cat Media offer as a HubSpot Partner?

Cat Media offers CRM implementation, HubSpot onboarding, data quality improvement, integrations, training, and ongoing operational support.
We focus on designing scalable RevOps systems and building reliable HubSpot environments that align with your business needs.

What is HubSpot onboarding and how does Cat Media approach it?

HubSpot onboarding is the process of setting up and configuring the platform for use across your team.


Unlike standard onboarding, Cat Media takes a customised approach based on your team’s maturity, processes, and data, ensuring your HubSpot portal is structured for long-term growth.

How does Cat Media support HubSpot CRM implementation?

We implement HubSpot CRM with a focus on clean data, scalable architecture, and cross-team alignment.


This includes CRM setup, property mapping, pipeline configuration, automation, and integration to ensure reliable operations from day one.

Does Cat Media provide HubSpot integrations?

Yes — we design and build custom HubSpot integrations that connect your platform, service, or product directly to HubSpot CRM.
Our work includes process mapping, API-based development, and system orchestration to ensure your data flows cleanly and automatically.

What makes Cat Media different from other HubSpot agencies?

Cat Media takes a data-first, operations-led approach to HubSpot services.


We act as an extension of your RevOps or CRM team, not just an agency — focusing on long-term reliability, clean data, and systems thinking.

Does Cat Media offer HubSpot training?

Yes — we provide tailored HubSpot training for operations, sales, and marketing teams.
Training includes CRM usage, workflow management, reporting, and automation setup to ensure adoption and effectiveness across your team.

What is HubSpot optimisation and why is it important?

HubSpot optimisation is the ongoing process of refining your CRM setup to improve performance, accuracy, and efficiency.


We audit your portal for automation errors, property issues, unused assets, and inefficiencies — then implement improvements to support clear processes and clean reporting.

Is Cat Media a certified HubSpot Solutions Partner?

Yes — Cat Media is officially certified by HubSpot as a Solutions Partner with the Platinum tier.


This certification reflects our technical expertise, platform knowledge, and proven ability to deliver successful HubSpot implementations and optimisations.

Can Cat Media support my RevOps strategy using HubSpot?

Absolutely — we specialise in building RevOps systems inside HubSpot.


From CRM structure and data flow to process design, automation, and reporting, we help unify sales, marketing, and service in one operational model using HubSpot.

Do you support migrations from other CRMs to HubSpot?

Yes.  Cat Media handles full CRM migrations to HubSpot from platforms like Salesforce, Pipedrive, Zoho, and Bitrix.


We manage data mapping, deduplication, property standardisation, and re-architecture inside HubSpot to ensure a clean and scalable implementation.

Can Cat Media migrate our Salesforce CRM to HubSpot?

Yes — we offer structured Salesforce-to-HubSpot migrations.


We clean and align data, recreate CRM architecture and workflows in HubSpot, and provide support to onboard your team into the new platform.

Does Cat Media offer HubSpot audits?

Yes — we provide free HubSpot portal audits for companies on Pro or Enterprise plans.
These audits uncover issues in CRM structure, workflows, automation, and reporting — helping you assess readiness for optimisation, new Hubs, or integrations.

When should I request a HubSpot audit?

A HubSpot audit is valuable if you’ve inherited a portal, added new teams, are struggling with change management, or plan to expand with new Hubs.

We help you identify unused assets, fix workflow issues, and align your CRM with current business goals. You can apply for a free audit here.

Can you help if we inherited a messy HubSpot portal?

Absolutely — we specialise in cleaning, restructuring, and optimising legacy HubSpot setups.

Whether you’ve changed teams or acquired another business, we’ll stabilise your data and workflows for reliable performance.

You can go ahead and apply for an audit and consultation here.

Do you offer recommendations after an audit?

Yes — every HubSpot audit includes a clear action plan.

You’ll receive structured suggestions across CRM architecture, data quality, automation, and RevOps alignment — all tailored to your current system.

Still have questions?

We’re happy to help — reach out if you need support with HubSpot CRM, integrations, or RevOps design.