HubSpot Implementation
Get HubSpot Sales Hub Up and
Running Quickly
7+
support and IT teams on one platform
98%
faster merchant intake process
90%
faster document sign-off process
83%
average First Contact Resolution
"Zendesk is a great tool and SuccessCX was a great support team. Once we worked out what we wanted, SuccessCX made our move really simple, straightforward, and easy."
Trusted by 300+ organisations across ANZ
Over 300 organisations have partnered with SuccessCX to modernise customer service, optimise Zendesk, and introduce AI that helps teams work smarter and customers get answers faster.
HubSpot Sales Hub
Sales and service both talk to the customer,
rarely to each other.
A shared customer needs a shared record.
We configure HubSpot around your real pipeline and lifecycle stages, then connect it to Zendesk so context moves with the customer.
Without a Connected Stack
- Reps ask what support already answered
- Support has no view of the deal history
- Lifecycle stages mean different things per team
- Handovers happen over email and memory
- Reporting depends on which system you open
- Renewal risk shows up too late to act
With SuccessCX + HubSpot Sales Hub
- One customer history, visible to both teams
- Support context available inside the deal
- Lifecycle stages defined once and shared
- Handovers built into the workflow
- Reporting both teams can agree on
- Renewal signals surfaced while there is time
One customer. One history.
A connected stack shows up in the numbers
11:1
70%
1,000+
300+
A year ago, we were juggling 800 tickets daily and customers would wait at least three days for a response. Now, we respond to 90% of customers within the same day. We do all that while maintaining our CSAT at 92%
The tangible story that data tells is phenomenal. Our exec team now sees the reports created by SuccessCX as the go-to for tracking progress.
SuccessCX are solutions partners who establish an amazing relationship that forms trust and a partnership that evolves into an incredible friendship to build your ultimate business outcome.
Zendesk is a great tool and SuccessCX was a great support team. Once we worked out what we wanted, SuccessCX made our move really simple, straightforward, and easy.
Beyond the Setup
We don't just switch HubSpot on
We make it agree with Zendesk.
Most HubSpot problems are definition problems. Two teams use the same words for different things, and the integration faithfully copies the confusion across.
- What does each lifecycle stage actually mean?
- Which system owns the customer record?
- What should sync, and what should stay put?
- Who picks it up when an account is at risk?
We settle those before anything is connected, so the integration reflects one agreed model.
The Timely Transformation
3.75:1 → 11:1
Timely came to SuccessCX with a self-service score of 3.75:1. Over three years of workshops, roadmaps, AI implementation, and continuous optimisation, that grew to 11:1. Their next target is 13:1.
That was not a one-off project. It was a long-term partnership.
Discover
Pipeline and process review
We map how your sales and service teams actually work today, and where the same customer is handled twice or handed over badly.
Design
Configuration and sync design
We configure HubSpot to your pipeline and lifecycle stages, and define exactly what syncs with Zendesk, in which direction, and when.
Deploy & Optimise
Deploy and support
We roll out with your team, document the setup, and stay available while both teams settle into the new workflow.
Who this helps most
Fewer repeated questions.
More context per conversation.
- See deal and support history together
- Stop customers repeating themselves
- Prioritise by account value, not queue order
- Hand over to sales without losing context
One sync.
Not a pile of workarounds.
- Explicit field mapping, documented
- One source of truth per object
- Governance and security built in from day one
- A team that has done this 1,000+ times
Retention you see coming.
Not after the fact.
- Spot renewal risk while there is time
- Reduce cost to serve per account
- Turn CX into a growth driver, not overhead
- Practical wins in weeks, not quarters
See what better service looks like in practice
Over a decade and 300+ organisations later, the pattern is consistent: better systems, less friction, and stronger service outcomes for teams and customers.
Your customers are waiting for better.
Your team is ready to deliver it.
With the right strategy, Zendesk setup, and AI support, your team can reduce repetitive work, move faster, and keep the human touch where it matters.