HubSpot Platinum Partner

HubSpot, set up around how you work.

Most of our clients run on HubSpot. We set it up, move your data in, connect your other systems and keep it running, so every enquiry, conversation and sale lands on one record.

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A calm desk with a laptop showing a light dashboard, hands around a cup of coffee

100+live workflows built and maintained for one college

What an implementation looks like

Many sources. One record.

A typical set-up: everything that knows about a person feeds HubSpot, and HubSpot starts whatever should happen next.

  1. In

    Sources

    • Website, landing pages and forms
    • Event bookings
    • Paid media
    • WhatsApp through Flowella
    • Email and shared inboxes
    • Student records or membership system
    • Old CRM and spreadsheets, migrated once

  2. Core

    HubSpot

    • One record per person
    • Properties and pipelines for your process
    • Custom objects, such as course choices and interviews
    • Workflows for every step
    • Breeze AI agents that answer from the record

  3. Out

    Outputs

    • Welcome, reminder and offer journeys by email and WhatsApp
    • Tasks for the right person
    • One inbox for every reply
    • Dashboards by campaign and stage
    • Updates sent back to your other systems

Oaklands College runs admissions this way: five systems became one applicant record, synced every hour with student records.

What we do

Everything HubSpot, from one team.

Marketing, Sales, Service and Content Hubs, planned around your processes, not the other way round.

  • Implementation and onboarding

    Properties, pipelines, routing and permissions, with training so your team uses what we build.

  • Data migration

    From another CRM or from spreadsheets, tested in a sandbox and checked record by record before the old system goes.

  • Integrations

    Your student records, membership or finance system connected to HubSpot, validated and de-duplicated.

    CRM integration on Azure

  • Automation and reporting

    Workflows that send the next message and assign the next task, and dashboards that show where every enquiry stands.

  • CMS websites

    Websites on HubSpot Content Hub that your team can edit, built to WCAG 2.2 AA.

    HubSpot CMS websites

  • Breeze AI

    Customer agents trained on your content, then connected to your CRM so they answer from the record.

    AI for HubSpot

Oaklands College

From five systems to one record.

When we met in 2024 the college had no CRM. One applicant's details could sit in five places.

Before

Five places to look

5systems holding one applicant

  • Student records in ProSolution
  • Newsletters in Mailchimp
  • Open event bookings in Eventbrite
  • Spreadsheets and an Outlook shared inbox
  • Little contact between interview and enrolment

After

One applicant record in HubSpot

1record per applicant, updated every hour

  • Course choices and interviews as custom objects
  • More than 100 live workflows, from welcome to enrolment
  • WhatsApp alongside email, to the student and a parent
  • Matched on the student records ID, so a new email address is not a new person
  • Applicant questions in one HubSpot inbox

One record, measured.

Oaklands College runs admissions and enrolment in HubSpot, synced hourly with its student records system on Microsoft Azure.

  • 3,500active applicants, each on one record
  • 13,800course choices held as structured data
  • 6,400interviews held as structured data
  • 100+live workflows built and maintained

Oaklands College annual review, academic year 2025/26. Figures rounded.

Countryside Alliance

A migration, step by step.

A fixed deadline, 49 membership grades and years of donation history. This is how we moved them from Microsoft Dynamics 365 to HubSpot in 2024, and what came next.

  1. Jan 2024, done

    Go-ahead

    The migration approved, with membership and campaign work carrying on as normal throughout.

  2. Apr 2024, done

    Map, build, test

    A June deadline set by a new membership system. Every record type, grade and donation category mapped, and a migration service with eight data flows tested in a sandbox.

  3. 31 May 2024, done

    Live sample

    36 records loaded into the live portal with no errors, donation history included, for the client to check.

  4. Jun 2024, done

    Full run

    167,000 contacts in about 20 hours, run during office hours with a developer watching throughout.

  5. End of Jun 2024, done

    Switch-off

    Samples checked against the sandbox results, then Dynamics 365 retired.

  6. Oct 2025 to Jan 2026, done

    WhatsApp

    3,651 supporters opted in through Flowella, then a WhatsApp donations appeal raised more than £50,000.

WhatsApp inside HubSpot

Reach people where they already are.

Flowella, from our sister company, puts WhatsApp inside HubSpot. A workflow sends a WhatsApp message as easily as an email, and every reply lands on the contact record.

Oaklands College applicants read 83.7% of WhatsApp messages, against 15% of emails (Oaklands College case study, 2026).

  • Email and WhatsApp journeys from the same HubSpot workflows
  • HubSpot forms turned into WhatsApp Flows
  • A shared WhatsApp inbox inside HubSpot
WhatsApp Automation
A smiling student on a college campus reading a message on his phone

Work

HubSpot in practice.

Questions about HubSpot

We already use HubSpot. Can you help?

Yes. Many projects start with a portal that has grown untidy. We review what is there, fix the data and rebuild the workflows that matter, without starting again.

Can you connect HubSpot to our other systems?

Yes. We build custom integrations on Microsoft Azure, such as an hourly student records sync and Microsoft Entra single sign-on. See CRM integration.

Can you move us from another CRM?

Yes. We map every record type first, test in a sandbox, load a small live sample for you to check, then run the full move under supervision. For Countryside Alliance we moved more than 150,000 contacts from Microsoft Dynamics 365.

Can we buy HubSpot licences through you?

Public sector buyers can buy HubSpot through our G-Cloud 15 listing, with our support. Otherwise, ask us and we will set out the options for your organisation.

How much does it cost?

HubSpot support starts at £496 a month for 4 hours, and project work is £992 a day, plus VAT. See pricing for the details.

Line up your CRM, conversations and AI.

Tell us what is slowing your organisation down. We will show you what HubSpot, WhatsApp and AI can do about it.

Email
hello@discoverdigital.com
Phone
+44 (0)118 974 4736
WhatsApp
+44 118 974 4736
Office
Reading, UK
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