Technical Problems
Common issues that could be related to your portal.
Access HubSpot's expert support as needed to help with troubleshooting, configuration, optimization, or management of your HubSpot portal. Dean Infotech's HubSpot CRM, Marketing Hub, Sales Hub, Service Hub, Content Hub, workflows, automation, integrations, reporting, and technical issues support are tailored to your needs. Select one-off support or continuous support, based on the support needs of your HubSpot team.
HubSpot support is professional support for businesses that require any type of assistance to use, configure, troubleshoot, maintain, or improve their HubSpot portal. Support can be for HubSpot CRM configuration, workflows, automation, CMS, integrations, reporting, data management, training, and continuous technical support. Our Certified HubSpot support agency can help you with:
Common issues that could be related to your portal.
Correctly configured properties, pipelines, and records.
Automations that do not function properly.
Campaigns and nurture sequences were continued.
Sales pipelines are streamlined, organized, and well-defined.
Handled website/landing page problems.
Syncing with third parties continued to work.
Multiple/duplicate data records resolved.
Real-time dashboards of what's going on.
Demonstrated appropriate use of the portal to teams.
Configuration can be enhanced as needs evolve.
A workflow, form, integration, or CRM function isn't acting the way it should.
You know what outcome you're looking for, but you need assistance setting up HubSpot properly.
Your requirement is for APIs, HubSpot CMS development, integrations, and/or advanced automation.
Multiple Hubs, workflows, users, and integrations create a complex administration.
You need more HubSpot skills in your own team, without adding additional full-time staff.
You can access your portal, but you're not utilizing its features.
Six areas, each one with a unique support focus. Choose an area to see what's included.
At the discovery stage, each engagement will be mapped out and outlined and will be different depending on the type of support model you choose, with specific points and deliverables depending on the engagement.
Contacts, companies, deals, properties, pipelines, and records were set up and functioning properly.
Properties and records
The number of stages and the process configuration.
Control of users and access.
Unexpected CRM behaviour
The same specialists who work with the quick overview above will go further – into what support is offered by each Hub.
Businesses leverage HubSpot CRM with features that are configured, optimized, and troubleshot by Dean Infotech to function as per their business and sales processes.
Help with marketing campaigns, marketing automation, forms, and emails / lead nurture in Marketing Hub. Depending on the scope of work agreed to up front, dedicated HubSpot support experts can assist with configuration, troubleshooting, campaign execution, automation, and optimization.
Sales pipelines, deals, sequences, tasks, automation, reporting, and sales enablement, all expertly managed to stay organized in your sales process.
Troubleshoot HubSpot Service Hub for ticketing, customer support workflows, routing, help desk processes, and service reporting. Dean can provide support to you in Service Hub configuration, troubleshooting, and optimization as per your requirements and scope.
Technical support for HubSpot websites and landing pages, templates, forms, themes, modules, or CMS. If you're looking to build an entire website, you should look into our HubSpot CMS Development services.
HubSpot automation problems can be expected for a variety of reasons, including enrollment criteria, branching logic, property values, timing, conflicting workflows, and/or incorrect actions. Dean Infotech can help you to identify the issue and rectify it.
Our process: Diagnose → Fix → Test → Document
When HubSpot isn't connecting correctly with another platform, the issue may involve field mapping, authentication, APIs, webhooks, or integration logic. HubSpot troubleshooting consultants can help with troubleshooting & scoping integration issues.
Common systems we support include Salesforce, ERP platforms, ecommerce platforms, websites, CRMs, and custom applications.
For accurate automation, segmentation, and reporting in CRM, it's essential to have clean and consistent data. Identify and support data quality problems and clean-up efforts.
Contacts and companies that are created multiple times.
The value of a property as determined by the marketplace, but inconsistent with its real value.
Records that have missing or blank information.
Data that is added from spreadsheets or other sources.
Inconsistent picklist/name/phone numbers.
Various properties that are not used or duplicated on the portal.
To track records for which ownership and/or lifecycle changes are required.
Lists and segments that are not relevant to your audience.
Build, customize, and resolve HubSpot reports and dashboards to help your team track important marketing, sales, and service metrics. Does the HubSpot support agency have the ability to build custom reports? Yes, troubleshooting, modify, and create HubSpot reports and dashboards.
Reports on pipelines, forecasts, and rep performance.
Reporting on campaign and lead performance.
The number of tickets, SLA, and satisfaction reporting.
Information on health at the deal stage and pipeline.
Dashboards geared towards the data your staff is gathering.
The KPI's that are relevant to your business.
Connecting activities and results.
Addressing report accuracy when numbers are not balanced.
Sometimes your portal doesn't need fixing; the team simply needs to know how to use it correctly. Support solves today's problem; training solves similar problems tomorrow.
Ask About TrainingPractical training in using CRM in real-life situations.
Training in marketing campaigns and automation.
Engaging in pipeline and sequence training based on reps selling.
Ticketing and help desk training for support staff.
More in-depth training for the person who handles portal configuration.
Knowing and modifying existing automation in a safe manner.
Designing and developing dashboards for your team.
Choose the type of support that your team needs, from a single fix to continuous coverage.

Get help when a specific issue occurs - no ongoing commitment required
Lead capture, website functionality, automation, and sales operations are just among the HubSpot problems that can occur. Dean Infotech can access and support the situation during an emergency if available and as agreed upon in the scope.
Automation is not running and needs to be addressed.
You aren't getting any more leads from your website.
A site or landing page problem affects users.
If it does not sync, then it is a connected system.
A problem is happening in the CRM that isn't as expected.
Data is not synchronized across the systems.
You may have your HubSpot portal set up and running, but there could still be issues that need to be addressed.No matter how your HubSpot portal is set up, there could be configuration issues, workflow inefficiencies, data quality issues, or missed features. A structured review may discover opportunities for enhancement; check our Remote HubSpot CRM support India for a more comprehensive, detailed review.
Get a HubSpot CRM AuditFit all properties, pipelines, and records.
Gaps and dead ends were checked for using automation.
Reliability of cross-hub automation reviewed.
Evaluation of the quality of data for meaningful objects.
Dashboards were checked in accordance with the leadership requirements.
Discussed synced systems with regard to sync issues.
The structure of a website has been assessed for its performance and usability.
Changes to permissions and access are checked against your team structure.
Settings are inspected and ensured to be appropriate to current best practice.
A consistent process whether it's a single ticket or the start of an ongoing engagement.
Communicate a problem, need, or business goal.
Portal, scope, and access required are discussed.
Find the cause and cure.
Implement the agreed patch or provide practical guidance.
Verify the change, if necessary.
Explain any modifications that have been made, and what can be done next.
If your business is in need of support on a regular basis, move to ongoing support.
Support is one of the ways we can help - how to know which is the right one for you?
If you are already using HubSpot and need the experts' helping hand, then HubSpot Support can help you more effectively. If, however, you need it absolutely, then a specialized Dean Infotech service may be more suitable for you, since it can be either a migration, custom development, or a sustained way of managing the need.
State the problem to be solved or the objective to be achieved in your own words.
We confirm that the support (or other service) will fit.
When it's not support, we show you the correct Dean Infotech service.
The engagement that you start is the one you really need.
CRM, marketing, sales, service, and CMS support.
Process configuration, automation, integration, and development needs.
One-time, project, or continuous support as per your needs.
We're concerned with the business process of configuring HubSpot.
The same eco-system goes on with our specialized services when the need for support evolves into a need for implementation/integration/ development.
Get support after your HubSpot setup.
A form submission workflow was not routing new leads correctly, leaving sales reps without timely notifications.
ApproachWe reviewed the workflow triggers, corrected the enrollment criteria, tested new submissions, and documented the changes.
OutcomeReplace with a real, verified metric (e.g., leads recovered, response time) before publishing.
Illustrative example — not a verified customer outcome.
Contact records contained duplicate entries and inconsistent property values, affecting segmentation and reporting.
ApproachWe reviewed the affected records, identified data-quality issues, standardized key properties, and supported the required cleanup.
OutcomeReplace with a real, verified metric (e.g., duplicate records removed, data accuracy) before publishing.
Illustrative example — not a verified customer outcome.
Customer data was no longer transferring correctly between HubSpot and a connected ecommerce platform.
ApproachWe checked authentication, field mapping, sync activity, and integration errors, then tested the connection after applying the fix.
OutcomeReplace with a real, verified metric (e.g., records synchronized, time-to-resolution) before publishing.
Illustrative example — not a verified customer outcome.
Can't find what you're looking for? Talk to an expert directly.
From CRM issues to broken workflows, CMS problems to integration issues, or reporting problems to anything else you need guidance on, a seasoned HubSpot expert at Dean Infotech can help you figure it out and what to do next.
Get HubSpot Support