Setting up Hubspot + make.com

It is necessary to set up CRM for the SaaS service and automate some processes using make.com (for example, processing requests from the website)

There are the following scenarios for receiving requests:

1. Account registration for Demo access
   1. In this case, we create a lead/opportunity and activate a Demo period for 2 weeks
   2. After 2 weeks, the Demo ends
   3. The user can either switch to a paid plan or decline
   4. The user can also switch after some time
   5. The user can also pay immediately, and the Demo will end
   6. The user can invite other users to their account. In this case, the deal amount may change
2. Request for Request Demo
   1. In this case, the client is processed with sales
   2. Movement through the funnel, manual comments on the deal/opportunity
   3. Closing the deal or losing it
   4. Here, client qualification is needed, mainly works for large companies
3. Request for partnership
   1. Partners can go through qualification and sell our services
   2. Or bring clients through affiliate-link or referral link
   3. If a new user registers through a partner - there must be a connection with that partner
4. General contact form
   1. Receiving any questions/requests from the user
5. Form for sending a request to support

Clients can come from the following sources:

• Directly from the website (form filling)
• Directly from the application (registration)
• From the mobile application
• Filling out a form on Google /Meta Forms

Traffic can come from such advertising sources:

• Google Ads
• Meta Ads
• Email campaign
• Organic search
• Website

Advertising sources can be divided by campaigns (by advertising campaigns) through UTM tags

In the response, it is necessary to indicate similar experience and funnels/systems that have been implemented