---
title: Citrus America HubSpot Implementation
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2025-12-19-citrus-america-2026-strategy-call-110081553.md
tags:
- hubspot
- crm
- citrus-america
- implementation
- sales-automation
- marketing-automation
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Citrus America HubSpot Implementation

## Overview

HubSpot CRM implementation for [[wiki/clients/citrus-america/_index|Citrus America]] was identified as an active operational priority during the [[wiki/meetings/2025-12-19-citrus-america-2026-strategy-call|2026 Strategy Call]]. The goal is to finalize setup in early 2026 so the platform can support the client's renewed direct sales push and the broader [[wiki/knowledge/strategy/citrus-america-2026-strategy|2026 marketing strategy]].

The implementation was already underway at the time of the strategy call but had not yet been completed. The intent is to move HubSpot off the active discussion agenda — get it running, then treat it as infrastructure rather than a project.

## Status

| Item | Status |
|---|---|
| HubSpot account setup | In progress |
| Funnel/pipeline configuration | Pending finalization |
| Integration with website | Pending website rebuild |
| Target completion | Early 2026 (Q1) |

## Context and Rationale

Citrus America is shifting to a more aggressive, direct sales model led by Miriam, Jacob, and Brian Framson. This model depends on reliable pipeline visibility and follow-up tooling. HubSpot is intended to provide:

- **Lead capture and tracking** from the website rebuild (planned Jan/Feb 2026)
- **Sales pipeline management** for the direct grocery retail outreach
- **Email automation** to support the monthly newsletter cadence and event-driven sends
- **Contact management** for trade show leads and geofencing campaign follow-ups

Melissa Cusumano noted during the strategy call that HubSpot completion was one of two concrete carry-over priorities from prior planning (alongside the website rebuild).

## Key Requirements

Based on the strategy call discussion, the HubSpot implementation should align with:

1. **Grocery retail focus** — pipeline stages and contact properties should reflect the grocery buyer journey, not a generic B2B funnel
2. **Website integration** — forms and CTAs from the rebuilt website need to feed directly into HubSpot; this creates a dependency on the [[wiki/knowledge/website/citrus-america-website-rebuild|website rebuild]] completing in Jan/Feb
3. **Newsletter continuity** — the existing monthly newsletter workflow should migrate into or connect with HubSpot without disruption
4. **Event email flows** — pre- and post-event emails (trade shows, geofenced events) should be templated and triggerable from HubSpot

## Dependencies

- **Website rebuild** (Jan/Feb 2026): Landing pages and conversion-oriented CTAs need to be live before HubSpot lead capture is meaningful. See [[wiki/knowledge/website/citrus-america-website-rebuild|Citrus America Website Rebuild]].
- **Event calendar**: Miriam Framson committed to sharing the 2026 event calendar with AAG, which will inform email automation planning for trade show sequences.
- **Contact list hygiene**: Existing contact lists should be reviewed and imported cleanly before automations go live.

## Action Items

| Owner | Action | Timeline |
|---|---|---|
| AAG / Melissa | Finalize HubSpot pipeline and funnel configuration | Early 2026 |
| AAG | Connect website rebuild forms to HubSpot | Upon website staging completion |
| Miriam Framson | Share 2026 event calendar to inform automation planning | Before next monthly review |
| AAG | Migrate or connect newsletter workflow to HubSpot | Q1 2026 |

## Notes

- Brian Framson flagged that Citrus America is in a cost-control posture following a difficult 2025; HubSpot work should be completed within the existing retainer scope, not as an add-on budget item.
- Once HubSpot is live and stable, it should be treated as a background operational system — the monthly review meetings should not need to revisit it unless issues arise.
- The success stories and blog content being developed as part of the [[wiki/knowledge/content/citrus-america-content-strategy|content strategy]] should eventually be trackable via HubSpot to measure which assets drive inbound inquiries.

## Related

- [[wiki/clients/citrus-america/_index|Citrus America Client Overview]]
- [[wiki/meetings/2025-12-19-citrus-america-2026-strategy-call|2026 Strategy Call Meeting Notes]]
- [[wiki/knowledge/website/citrus-america-website-rebuild|Citrus America Website Rebuild]]
- [[wiki/knowledge/content/citrus-america-content-strategy|Citrus America Content Strategy]]
- [[wiki/knowledge/strategy/citrus-america-2026-strategy|Citrus America 2026 Strategy]]