Manish Chaubey.

I design CRM and ERP solutions end to end: from discovery and architecture to data migration, integrations, user training and support after go-live. Most of my work centres on HubSpot, connected to the systems finance and operations already rely on, such as NetSuite, QuickBooks, Salesforce and Shopify.

What I do

• HubSpot solution architecture: custom objects, data models, pipelines, lifecycle stages and advanced custom-code workflows.
• CRM and ERP implementations across HubSpot, Salesforce, NetSuite, Zoho, Pipedrive, QuickBooks and Shopify.
• Data migration and third-party integrations using APIs, Boomi, Celigo, Zapier and other iPaaS platforms.
• Customer and onboarding portals built on HubSpot.
• Reporting and custom dashboards that give sales, marketing and leadership one view of the pipeline.
• Ad and lead-source integrations (Google Ads, Google Analytics, Yelp, Networx, AWIN, Calendly) with offline conversion tracking.
• Delivery from scoping and planning through QA, go-live and post-launch client success.

Expertise

Selected work

CRM transformation: Method CRM to HubSpot

Replacing a legacy CRM with HubSpot Sales Hub, including a Shopify ↔ HubSpot integration (ongoing).

• Cross-functional discovery with Sales, Operations and Customer teams to define future-state processes.
• Scalable CRM architecture: pipelines, custom objects, properties and automation workflows.
• Data migration strategy: field mapping, transformation logic, cleansing, validation and multi-stage testing.
• Shopify ↔ HubSpot integration for customer and order sync, lifecycle automation and segmentation.
• UAT, training, go-live planning and post-go-live optimisation.

HubSpot ↔ NetSuite enterprise data sync

A high-volume, bi-directional integration handling around one million records a month.

• Syncs contacts, companies and deals, plus products, orders and invoices.
• Data mapping, transformation logic and sync rules agreed across CRM and ERP.
• Error handling, logging and retry mechanisms for consistent, reliable data.
• Batch processing and sync scheduling tuned for large volumes; set up to create five lakh (500,000) invoices with their sales orders within four days.

HubSpot ↔ NetSuite integrations for multiple clients

Delivered with APIs and iPaaS platforms (Celigo, Boomi, Zapier).

• Customer and contact sync, deal-to-order lifecycle mapping, product and pricing sync.
• Validation layers and deduplication logic to keep both systems clean.
• SIT/UAT support, production deployment and post-go-live monitoring.

HubSpot implementation & automation

70+ implementation and automation projects across SaaS, eCommerce and services.

• Custom objects and properties, advanced workflows, sales pipelines, lifecycle stages and dashboards.
• Custom onboarding portals and customer-journey workflows inside HubSpot.
• API-based integrations with Google Ads, Calendly and lead platforms.

Salesforce to HubSpot migration

CRM migration and optimisation.

• Data mapping, transformation, validation and testing cycles.
• Workflows and processes recreated in HubSpot, with a CRM structure aligned to how the business works.