A HubSpot CRM implementation & Barbour ABI integration proposal.
Diamond HubSpot Partner Agency — the highest tier of HubSpot partnership.
12+ years experience across construction, home improvement and commercial sectors.
Specialists in CRM implementation, custom API integrations and sales process design.
Direct experience with Barbour ABI, Glenigan's and the commercial construction ecosystem.
We don't just implement software — we design HubSpot around your customer journey.
Calls, RFQs and project updates recorded by hand — errors and no single source of truth.
Excel + Word proposals emailed back and forth, with no version control or audit trail.
Business Pilot lacks the commercial pipeline structure and integrations you need.
Project intelligence isn't connected to your CRM — every project is rekeyed manually.
No systematic task management means opportunities fall through the cracks.
Quotes, projects, Xero invoicing and calendars don't talk to each other.
Floww Digital will implement HubSpot as the central hub for LBC's sales and operations. This is not an off-the-shelf setup — we design everything around your process.
Single place for every contact, company, project, quote & comm.
Automated logging of calls, emails and notes.
Branded proposals & quotes built directly in HubSpot.
Two-way calendar sync with Outlook & Google.
Task management & follow-ups for every team member.
Mobile app for logging activity from site or on the road.
Xero integration for invoicing & financial visibility.
Full audit trail of every quote version & interaction.
Replace the Word / Excel / PDF proposal process with HubSpot's native quoting — enhanced by your existing Excel costing models.
Multiple quote versions tracked with full revision history.
Branded cover letters, executive summaries & line items in one document.
Embed elevation drawings, images & spec sheets directly in the quote.
Manual price entry to accommodate frequent rate changes (frame, glass, install).
Final figures from your Excel cost models feed client-facing proposals.
Quote signing triggers welcome email, project creation & Xero invoice.
Today, your team manually transfers Barbour ABI data into spreadsheets. We will build a direct API integration so that tagged projects flow automatically into HubSpot as deals.
| Component | Detail |
|---|---|
| API Connection | Custom integration built using Barbour ABI's open API and HubSpot's API. |
| Data Objects Synced | Projects → Deals · Contacts → Contacts · Companies → Companies. |
| Fields Mapped | Project name, value, scope, stage/status, contacts, company, location, region. |
| Trigger Mechanism | Tag-based push — projects tagged in Barbour ABI are pushed automatically. |
| Sync Frequency | TBC with Barbour ABI — live feed or scheduled (daily / real-time). |
| Deduplication | Logic to prevent duplicate deals/contacts being created in HubSpot. |
| HubSpot Deal Setup | Custom deal pipeline mapped to LBC's commercial glazing sales process. |
| Error Handling | Logging & alerting for failed syncs. |
| Testing & QA | End-to-end testing before go-live. |
Get the sales team live on HubSpot — built around LBC's commercial glazing process.
Automate the flow of project data from Barbour ABI into HubSpot.
Automate post-sale workflows and begin connecting operations.
Activate when budget and capacity allow.
| Deliverable | Scope | Investment |
|---|---|---|
| Phase 1 — HubSpot Sales Hub Setup | Full CRM configuration, quote templates, training | £2,900 |
| Phase 2 — Barbour ABI Custom API Integration | Custom API connector, data mapping, QA, go-live | £2,500 |
| Phase 3 — Automation & Xero Integration | Post-sale workflows, Xero connection, project mgmt | £750 |
| Total implementation | £6,150 | |
Payment terms: 50% on kick-off, 50% on Phase 2 go-live. Figures to be confirmed before final issue.
HubSpot licensing is paid directly to HubSpot and is not marked up by Floww Digital.
Review this proposal and share with your team.
Confirm go-ahead for Phase 1 — HubSpot Sales Hub setup.
Floww Digital to confirm Barbour ABI API access requirements.
Kick-off call scheduled to begin Phase 1 onboarding.