Val Stepanova
By:  Val Stepanova

Published: November 24, 2023

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Last Updated: November 24, 2023

HubSpot Integrations & Apps Development: A Comprehensive Checklist

In this article

Phase I - Requirement Engineering (Feasibility)

The Process

  1. Initial Consultation
  • Understand the client's business needs and objectives.
  • Discuss the scope and potential impact of the HubSpot integration or app.
  1. Requirement Specification
  • Gather detailed requirements from the client.
  • Ensure requirements are clear, achievable, and correctly understood.
  1. Feasibility Analysis
  • Assess the technical feasibility of the requirements..
  • Connect with the HubSpot Apps Marketplace team if needed.
  • Identify any potential challenges or limitations.
  1. Cybersecurity Assessment
  • Evaluate cybersecurity needs and risks.
  • Plan for data protection and compliance with relevant cybersecurity standards.
  1. Regulatory Compliance Check
  • Identify any industry-specific regulations that must be adhered to.
  • Ensure the project plan includes steps to meet these regulatory requirements.
  1. Technical Specification Development
  • Create a detailed technical plan, including technology stack, architecture, and integration points.
  • Define the workflow and user experience for the app or integration.
  1. Cost Estimation
  • Provide a detailed quote for the project.
  • Include cost breakdowns for development, testing, deployment, and maintenance.
  1. Timeline Projection
  • Develop a realistic timeline for the project.
  • Include key milestones and deliverables.
  1. Approval and Agreement
  • Present the project quote and technical specification/plan to the client.
  • Obtain approval and sign-off from the client.

Phase I Deliverables

  • Confirmation of feasibility.
  • Provide a project quote.
  • Ensure everything is ready for the Project Execution phase and there are no unknowns.
  • Deliver detailed technical specifications to the client

Phase II - Project Execution

The Process

  1. Project Kickoff
  • Officially start the project.
  • Ensure all stakeholders have a clear understanding of the project plan and timelines.
  1. Development
  • Begin coding and development of the app or integration.
  • Follow the technical specifications and adhere to best practices.
  1. Regular Progress Updates
  • Provide regular updates to the client:
  1. As requested by the client
  2. Full progress reports on Fridays
  3. If the client cannot use Slack for regulatory reasons, identify their communication channel of preference.
  • Adjust timelines and strategies as needed based on feedback and progress.
  1. Quality Assurance
  • Conduct thorough testing, including unit testing, integration testing, and user acceptance testing.
  • Ensure the product meets all requirements and is free of bugs.
  1. Security and Compliance Review
  • Perform security audits and compliance checks.
  • Address any vulnerabilities or compliance issues.
  1. Deployment
  • Deploy the app or integration in a controlled environment.
  • Monitor for any issues during the initial launch phase.
  1. Training and Documentation
  • Provide training to the client on using and managing the app or integration.
  • Deliver comprehensive documentation for future reference.
  1. Post-Deployment Support
  • Offer support and maintenance services post-deployment.
  • Address any issues or updates as required.
  1. Project Closure
  • Officially close the project once all objectives are met, and the client is satisfied.
  • Conduct a post-mortem analysis to identify lessons learned and areas for improvement.

Phase II Deliverables

  • Product delivery and deployment.
  • Documentation.
  • Training materials.
  • Support, as needed.