Solve HubSpot & Salesforce
Learning how to use HubSpot takes time. Time you probably don't have.
Our team works to implement HubSpot, integrate Salesforce, and teach you how to manage both long-term.
So you can reach your goals. Faster.
Meet Your Team
We're more than just technical experts. We're teachers.
Hear from Our Clients
"We contracted Coastal Consulting to migrate our marketing automation system over to HubSpot. Their team handled every part of the migration from start to finish, which allowed us to continue our work with no downtime in our campaigns. We have continued to work with the Coastal team as HubSpot consultant partners. They are very knowledgeable and every time I have gone to them with a question, they provide a thorough answer promptly. They are able to walk through multiple solutions so that we can choose the best path for our business. Coastal Consulting will set you up for success."
"The expertise and confidence they bring to data management, marketing automation, systems alignment, and processes is unmatched. Whether a system makeover or ongoing data management and automation support, I trust the job will be done in the most optimal way. They educate your team along the way as they implement best practices. Highly recommend."
"Lauren and team brought HubSpot & Salesforce experience to Allurion as we migrated CRM systems over the past year. Professional and reliable, the team works efficiently to keep the project up to date. So even over multiple time zones, we could manage the project."
"Coastal is the marketing operations partner I've always been looking for. After migrating to HubSpot and having a slightly tumultuous time at first, finding the team at Coastal was like finding my own pot of gold. The entire team, helmed by Lauren, is helpful, understanding, and experienced. Our company has a ~unique~ situation when it comes to Salesforce and HubSpot and Lauren didn't even bat an eye. Every time I reach out for help, she is gracious and so very helpful (no matter how much heads up I've given her and her team). I truly feel like Coastal is an extension of our team. I would recommend them to anyone looking for an experienced partner in Salesforce, HubSpot, and general marketing operations activities."
"Lauren and her team have helped tremendously to make sure that our data and automation worked exactly how they should! As a Sales Development Manager, she helped onboard new SDRs and made them feel like experts during their onboarding and training, which has taken the stress of training those systems away from me. Coastal consulting also helps implement strategies that have accelerated our growth even faster! I can't recommend enough!"
"I've worked with a lot of agencies in the past and there's always a certain level of dependency that continues after you've parted ways. The thing I liked most about Lauren and Tristan is how well they explained things - every improvement was met with a Loom video that gave you context and clarity, so you felt as if you were gaining an education as well as a solid, professional working relationship. What the team doesn't know about HubSpot is (probably literally) not worth knowing. Their expert insight continues to be invaluable and we're already seeing the fruits of our collective efforts just a few weeks in. If you want a personable, friendly, and knowledgable team, look no further."
“The team at Coastal Consulting has been integral to my success in building a marketing tech stack in the last two organizations I’ve run as Head of Marketing. Their approach has helped me to not only clean up and rebuild our Hubspot and Salesforce instances, but I’ve also expanded my system expertise along the way. Their insight and experience have been invaluable for the architecture and management of our systems, giving me more accurate data to measure and scale the impact of our marketing programs.”
Solve Challenges in HubSpot and Salesforce
Get HubSpot and Salesforce tips and how-tos from our team of certified consultants and start your journey to self-sufficiency.
3 Ways RevOps Fuels Your HubSpot Salesforce Integration
5 Limitations of the HubSpot Salesforce Integration
Everything you need to know about a data hygiene policy
Introducing the HubSpot Salesforce Integration Course
Integration Filter Update Beta
Tips and Tricks for a Successful HubSpot and Shopify Integration
Work with Certified HubSpot and Salesforce Experts
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You bring the problems, we'll build the solutions.