Choosing the approach
Can the tools you already have handle this case?
Before paying for a build, check what your team needs to finish and what the current tools can already do.
First, describe what the person needs to do.
Describe what the person needs to finish before choosing the solution. “An account manager needs to view invoices and make permitted subscription changes” is more useful than “we need an integration.”
Choose the simplest approach that handles the job.
| Approach | When it may help | The question to answer |
|---|---|---|
| HubSpot configuration | A won deal needs to create a task or notify the right owner. | Can your current subscription handle the rule and the difficult cases? |
| Existing connector | Two tools need to share contacts or invoices using an existing connection. | Does it move the right details, in the right direction, and show when something fails? |
| Custom integration | Existing products cannot move the information or apply the rule the job needs. | What happens when details are missing, a transfer is repeated or either tool changes? |
| UI extension | Someone needs information or an action on the HubSpot record to finish the task. | What does the user need to see and do to finish the task? |
| Help with a decision | The account owner needs relevant information to make a decision or prepare a response. | What information supports the suggestion, and who checks it before acting? |
An example: manage subscriptions from HubSpot.
For a software business, account managers worked in HubSpot while billing was in Stripe. They needed to see billing information and make allowed subscription changes from the customer record.
I built those controls into HubSpot and connected them to Stripe. People who only needed to see the information had a separate view without the same editing access.
The task needed both a screen and a connection.
- Status
- Built: subscription controls on the company record and a separate view for people who only needed to see the information.
- My part
- Building the HubSpot company-record tool, its Stripe connection and the separate view for people who did not need editing access.
Check an ordinary case and one that is difficult.
Use an existing feature or product if it handles the job. Check what happens with missing details, wrong customer links, repeated transfers and failed updates. Agree permissions, approvals and who maintains the connection. Include software and running costs in the decision. If AI suggests an action, name the sources and the person who reviews it.
Try the ordinary case first
If a rep only needs the invoice status, see whether an existing connection can show it. Test what happens when finance has no matching invoice before deciding to build more.
Check whether you need a build
Show me what your team cannot finish with the current setup. We’ll discuss what to check before choosing a fix.
Free, 30 minutes. Bring one example. No technical brief needed.