We put together some key Hype & Dexter definitions to help you understand
Our Sessions and Processes
Products & Product Partners
Data & Development
HubSpot Terms
Key HubSpot Glossary and Definitions
Our Sessions and Processes
Agile: Agile practices involve discovering requirements and developing solutions through the collaborative effort of self-organising and cross-functional teams.
Cutover Session: The cutover session is designed to ensure your team has support available if they run into any issues as they start using the HubSpot CRM.
Data Migration Discovery Session: This session is designed to uncover your data migration requirements. The session is focused on asking questions and walking through source systems/data exports so be prepared to demo your platforms.
Go Live: Go live refers to going live with your new systems and processes. For example, you’ve been migrating your operations onto the HubSpot CRM, “go live” is when the CRM goes live and you begin to operate from HubSpot officially.
Go-No-Go Session: Go / No-Go session is designed to confirm approval for roll-out. This session could be tailored to one or multiple streams of work. This meeting is normally very close to the planned implementation and has an attendee list with senior stakeholders.
Integration Discovery Session: This session is designed to uncover your integration requirements. The session is focused on asking questions and walking through source systems so be prepared to demo your platforms.
Kick-off Session: Kick-off refers to the official start of a project.The kick-off sessions
Launch: Launch, in the context of a CRM implementation or website cutover, refers to the go-live phase where the new system or website replaces the old one. This involves making it accessible to users and typically includes final data migration, testing, and user training to ensure a smooth transition.
For websites, this also includes the upload of 301 redirects.
Marketing Enablement: Our marketing stream of work that gets Marketing Hub configured to your requirements, and your team trained to use it
Progress Report: A communication that explains in detail how far you've gone towards the completion of a project. It outlines the activities you've carried out, the tasks you've completed, and the milestones you've reached vis-à-vis your project plan.
Sales Design: The process by which we understand your ideal sales process and configure HubSpot to enable you to stick to it.
Shadow Session: A shadow session is a 1 hour meeting that we hold with end-users to understand the current processes and tools that they use to do their day-to-day jobs.
Success: A team within our business whose objective is to provide a direct line of support to you in the post-project phase, and ensure you derive long term value and ongoing success from your investment.
Products & Product Partners
CMS: HubSpot CMS (Content Management System), part of Content Hub, is an all-in-one platform for building and managing websites. It provides marketers with user-friendly tools to create, edit, and optimise web pages and content without needing coding expertise, while integrating seamlessly with HubSpot's Marketing, Sales, and Service Hubs.
HubSpot CMS facilitates the development of advanced web applications. These Web Apps necessitate Content Hub Enterprise, which provides the serverless functions required to dynamically display data sourced from the HubSpot CRM and external platforms.
Integration Glue: Our integration partner and framework provider. Integration Glue supplies the architecture we use to build and run secure, scalable, and custom integration solutions between HubSpot and external systems. Their platform handles syncing, transformation logic, error handling, scheduling, and system authentication.
Micro App: A Micro App is a small application that is designed to perform a specific task or function.
Data & Development
API (Application Programming Interface): A set of rules and protocols that allow systems to communicate and share data. APIs are the foundation for most integrations.
API Versioning: Maintaining multiple versions of an API (e.g., v1, v2) to support compatibility over time.
Boilerplate: Serves as a starting point for helping developers get a website up and running quickly on the HubSpot CMS while illustrating best practices developers can use when building on the HubSpot CMS Platform
Callback: A callback is a function that is passed as an argument to another function and is executed later when the outer function needs it. This technique allows one function to invoke another function, enabling flexibility and modularity in code.
CSS: CSS stands for Cascading Style Sheets, describes how HTML elements are to be displayed on screen, paper, or in other media and saves a lot of work as it can control the layout of multiple web pages all at once.
Data Mapping: The act of aligning fields between two systems so the right information ends up in the right place (e.g., email in one system maps to Email in HubSpot).
Delta Sync: Only synchronises records that have changed since the last update — efficient for large datasets.
Error Handling / Logging: Mechanisms to detect, record, and report problems in an integration (e.g., failed syncs, malformed data). Critical for support and stability.
ETL (Extract, Transform, Load): A classic method for data processing: extract from the source, transform as needed, and load into the destination system.
Full Sync: Synchronises all data regardless of whether it’s been updated or not — often used for initial loads or audits.
Git: Git is a free, open-source distributed version control system used to track changes in text files, particularly code, and coordinate work on projects. It allows multiple developers to collaborate on the same code, saving different versions, and easily revert to previous states if needed.
GitHub: GitHub is a web-based platform built for storing, sharing, and collaborating on code projects, primarily using the Git version control system. It provides a centralised location for developers to host their repositories, track changes, and work together on software development projects.
HTML: HTML, which stands for Hypertext Markup Language, is the foundation of all webpages. It's a markup language that defines the structure and content of web pages. Think of it as the basic "building blocks" of the internet, telling a web browser how to display text, images, and other content.
Integration: Integration, in the context of CRM, is the process of connecting a separate application to the CRM system. This allows for the exchange and synchronisation of data and workflows, providing a unified view of customer interactions and streamlining business processes. If a native integration is not available, then additional middleware may be required to host and process the integration.
JavaScript: JavaScript (JS) is a versatile programming language primarily used for creating interactive and dynamic web pages. It allows web developers to add functionality beyond static content, enabling features like animations, interactive forms, and real-time updates. While best known for web development, it's also used in various other environments, including server-side applications with Node.js.
JSON (JavaScript Object Notation): A lightweight data-interchange format commonly used in APIs for structured data.
Latency: The time delay between when a change occurs in one system and when it’s reflected in the other.
Middleware: A software layer or platform that connects systems, manages data flow, and often includes transformation and error handling capabilities.
Node: Node/Node.js is an open-source, cross-platform JavaScript runtime environment that executes JavaScript code outside of a web browser. It enables developers to use JavaScript for server-side scripting, creating dynamic web page content, and building applications.
Payload: The actual data being transferred in an API call, typically formatted in JSON or XML.
Rate/API Limiting: API-imposed restrictions on how many requests you can make in a given time period (e.g., 1000 requests per hour). Exceeding limits can cause errors or delays.
Retry Logic: The process of automatically retrying failed requests due to temporary issues like timeouts or connection problems.
Sandbox: A sandbox environment is a secure, isolated space for testing software, applications, or code without affecting the main system or network.
Serverless Function: A HubSpot serverless function is a server-side JavaScript function that can be executed in the HubSpot ecosystem without needing to manage a dedicated server. This allows developers to execute code for tasks like API calls, data manipulation, and integration with other services, all while keeping sensitive information like API keys secure.
Source of Truth (System of record): The authoritative system where a piece of data is originally created or maintained. Determines which system’s data takes precedence during syncs.
Sync (Synchronization): The process of ensuring that data stays consistent between systems.
- One-way sync: Data flows in a single direction.
- Two-way sync: Data updates are exchanged between systems.
Throttling: Purposefully slowing down requests to avoid breaching rate limits or overloading systems.
Transformation Logic: Rules applied to reformat or convert data as it moves between systems — for example, formatting dates, converting currencies, or combining fields.
UAT: A User Acceptance Testing (UAT) environment is a dedicated, controlled testing environment where end-users or their representatives simulate real-world usage of a software product to validate that it meets their needs and expectations before deployment. It's the final phase of testing before release, focusing on whether the software meets business requirements and functions correctly for the user.
VS Code: Visual Studio Code (VS Code/Visual Code) is a free, lightweight, and powerful source code editor developed by Microsoft. It's a versatile tool used by developers for writing and managing code.
Webhook: A way to automatically push data to another system in real time when certain events occur (e.g., new contact created).