Section: Workbooks CRM integration
Assumption: Workbooks will be shared at account level, but GI data must be clearly attributable and isolated within it.
Agreed item: Confirm whether any GI-specific campaigns, automations or reporting requirements are planned.
- Separate databases. See later notes on reporting requirements.
- Moving to Hubspot CRM. In April. Looks like approx 8 months to get Hubspot live/
- What do we suggest? > a more basic CRM integration placeholder
- Andy would need to see the completed Hubspot schema to know how to build GI to connect. We cannot hypothesise cost.
- Could build the whole website without a CRM connection. In July, when HubSpot is ready, then it can be scoped, quoted and then connected
- Two quotes
- 1 without the CRM integration
- 1 for a CRM based on working similar to Workbooks
Source: GI website scoping workshop notes (12 Jan, 10–12pm)
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