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The team have been great in getting us up and running. We have complex challenges to work through and they spent the time to understand the business and work out the best route through. When questions came up they were very quick at responding and always successfully answered the question.
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Most run 8-12 weeks. The first phase covers data migration and architecture: clients, candidates where appropriate, mandates, and placement history. The middle phase covers automation and ATS integration. The final phase is training, focused on making the commercial workflows lighter than the spreadsheets they replace.
Yes. Custom objects model mandates, placements, and bookings against client and contact records, with the ATS remaining the system of delivery record. PYB has built recruitment architectures for firms whose best new clients turned out to be their own placed candidates, finally visible.
Yes. The standard pattern syncs companies, contacts, and placement milestones from the ATS into HubSpot, so commercial reporting and nurture run from live delivery data without consultants double-keying. Where no marketplace connector exists, PYB builds the API integration directly.
Marketing Hub Professional for client and candidate nurture, Sales Hub Professional for client development pipelines, Service Hub Professional for account service workflows, Operations Hub for ATS integration, and Custom Objects (Enterprise tier) for mandates and placements.
HubSpot holds SOC 2 Type II and ISO 27001 certification, with consent and retention tooling suited to candidate data obligations under GDPR. PYB is itself ISO 27001 and ISO 9001 certified and holds the HubSpot Data Migration Accreditation: relevant proof when the database being moved is people’s careers.
A 15-minute call to walk through client development, candidate lifecycle value, and repeat-mandate visibility and what closing the gaps looks like. No prep, no pitch deck.