GreenHouse Agency Receives HubSpot Onboarding & Custom Integration Accreditations

At GreenHouse Agency, we're proud to be your Platinum HubSpot Solutions Partner! Our extensive experience and expertise have earned us two accreditations from HubSpot: the HubSpot Onboarding Accreditation and the HubSpot Custom Integrations Accreditation. These accreditations demonstrate our commitment to providing top-notch customized solutions for the unique needs of our clients. 

We understand the importance of having a reliable partner for HubSpot implementation and management. From initial onboarding to custom integrations, our team ensures a seamless transition and ongoing support, allowing our clients to leverage the power of HubSpot and drive growth at their fullest potential. In this blog, we'll dive into the significance of these accreditations and what it means to work with a Platinum HubSpot Solutions Partner.

HubSpot Onboarding Accreditation

To earn the HubSpot Onboarding Accreditation, agencies must provide credible experience of successfully onboarding clients into the HubSpot Pro/Enterprise editions of Sales Hub and/or Marketing Hub. In addition, an agency must prove that they are well-versed in the platform by completing a series of HubSpot Academy certifications related to onboarding.  

The HubSpot Onboarding Accreditation holds immense significance for both agencies and clients. It serves as a testament to an agency's expertise and commitment to delivering exceptional onboarding services. For clients, working with an accredited agency provides peace of mind, knowing that they are partnering with professionals who have undergone extensive training and have a deep understanding of the HubSpot platform. This accreditation also demonstrates an agency's ability to effectively leverage HubSpot's tools and features to drive results and achieve marketing and sales goals.

GreenHouse Agency's Onboarding Expertise

At GreenHouse Agency, we are proud of our expertise in providing objectives-based onboarding for clients wanting to adopt the HubSpot CRM. We offer hands-on training tailored to each client's objectives and goals.

One example of GreenHouse Agency's onboarding expertise is our work with Leaders Credit Union. During this time, they chose GHA to design and develop their new website using the HubSpot CMS and onboard them to the HubSpot platform. 

Greenhouse has been an important strategic partner in getting our credit union up and running on HubSpot. We initially began working with Greenhouse during a new website development project, but quickly expanded our relationship to HubSpot onboarding. We were so pleased with their website work that we continued to work with them on content creation and further development of our HubSpot portal as our frontline CRM. Their staff is very knowledgeable on the HubSpot platform, and they are constantly bringing new features and enhancements for us to consider. They are also very responsive and adaptable to our ever growing needs. Honestly, we couldn't build on HubSpot without the expert partnership we have with Greenhouse. I highly recommend them!

Scott Heit Leaders Credit Union


Throughout the 12-week engagement, we prioritized training according to the client's main objectives. We utilized a trusted project management tool, ClickUp, to efficiently organize onboarding timelines and tasks. We were successfully able to graduate them by the end of the three month onboarding process. Their website was successfully launched a few weeks later. 

We also want to encourage continuous success for our customers post-onboarding. To accomplish this goal, we implement the following strategies:

  • The final two weeks of onboarding are dedicated to 1:1 training. These focus on addressing any knowledge gaps with individual client team members.
  • Creating templates for websites, landing pages and email assets, enabling the client to independently utilize them in the future.
  • Setting up reports and dashboards for teams, departments, and stakeholders to facilitate ongoing monitoring and analysis.
  • Offering ongoing HubSpot support, making ourselves available to assist with any HubSpot-related needs that may arise.

HubSpot Custom Integration Accreditation

We've recently added the HubSpot Custom Integration Accreditation under our belt as well! To earn this accreditation, agencies must demonstrate their capability to effectively analyze and implement custom integration solutions tailored to clients' specific needs.

Having a HubSpot integration accreditation is significant for both agencies and clients due to the following reasons:

  • Enhanced credibility: An accreditation demonstrates expertise and proficiency in utilizing HubSpot integrations, boosting the agency's reputation and giving clients confidence in their capabilities.
  • Streamlined processes: Accredited agencies possess in-depth knowledge of CRM integrations, enabling them to seamlessly integrate various systems and automate workflows, resulting in improved efficiency and productivity.
  • Access to advanced features: Accreditation ensures that agencies are up-to-date with the latest HubSpot integration features, allowing them to leverage advanced functionalities and provide clients with cutting-edge customized solutions.
  • Reliable support: Accredited agencies have direct access to HubSpot's support team, ensuring prompt assistance and troubleshooting, which is essential for resolving any CRM integration-related issues quickly.
  • Competitive advantage: Clients benefit from working with accredited agencies as they can leverage the full potential of HubSpot integrations, gaining a competitive edge in their industry.

Greenhouse Agency's Custom Integration Experience

GreenHouse Agency has extensive experience providing clients with customized integrations for their specific needs. One example of a previous integration project is our creation of an automated solution to a common credit union problem for Education First Federal Credit Union

"GreenHouse Agency assisted us with developing a custom solution for anonymizing and integrating data from our core system into HubSpot MarketingHub. The team was very thorough in learning about our desired outcome from a strategic standpoint and very thorough during the entire process. They worked directly with our IT department, all the while ensuring that we (marketing) understood the processes and were informed of progress. It has been a pleasure to work with them, and we look forward to engaging them in future projects as we move toward automated email marketing."

Carolyn Ridout VP of Marketing at Education First Federal Credit Union

The goal of this project was to automate the manual process of importing new indirect members into the HubSpot CRM. By doing so, these new contacts could be enrolled in a personalized onboarding workflow, where they would receive a warm welcome and be guided towards initial, low-effort conversions.  Furthermore, we recognized the importance of being able to contact members based on their relationship to a specific account or loan. To address this, we implemented custom objects within HubSpot to represent these relationships accurately. 

custom objects contact view small

This is just one example of how GreenHouse has created custom integrations to streamline processes and enhance customer engagement for credit unions.

Benefits of Working with a HubSpot Accredited Agency

Working with a HubSpot Accredited Agency offers several benefits that can greatly enhance your experience with the HubSpot platform. Here are some key advantages:

  • Access to a team of experts: By partnering with a HubSpot-accredited agency, you gain access to a team of professionals who possess in-depth knowledge and expertise in working with the HubSpot platform. These experts have undergone rigorous training and certification processes, ensuring they are equipped to handle any challenges or complexities that may arise.
  • Efficient and effective onboarding process: One of the main benefits of working with an accredited agency is the assurance that the onboarding process will be executed efficiently and effectively. Accredited agencies have a deep understanding of the platform's features and functionalities, allowing them to streamline the onboarding process and ensure a smooth transition.
  • Customized onboarding strategies: Accredited agencies understand that every business is unique, with its own set of needs and goals. They will work closely with you to develop customized onboarding strategies tailored specifically to your business requirements. This personalized approach ensures that you get the most out of the HubSpot platform from day one.
  • Ongoing support and guidance: Accredited agencies provide ongoing support and guidance throughout the onboarding journey and beyond. They are there to answer any questions, address concerns, and provide assistance whenever needed. This level of support helps businesses navigate the learning curve and maximize their use of the platform.

At GreenHouse Agency, we pride ourselves on being a Platinum HubSpot Solutions Partner instead of just a service provider. We want to support your success in using the platform to its fullest potential. Our team of experts is dedicated to providing efficient and effective onboarding, customized integration solutions, and ongoing support and guidance. 

To ensure that you are getting the most out of your HubSpot portal, we offer a comprehensive Portal Optimization Audit. This audit will assess your current setup, identify areas for improvement, and provide recommendations to optimize your HubSpot experience. With GreenHouse Agency as your trusted partner, you can confidently navigate the world of HubSpot and get the most out of your CRM platform. Click here to learn more and get started.

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