Hubspot is a sales CRM software to help you get deeper insights into prospects, automate the tasks and close more deals faster. HubSpot tracks customer interactions automatically from email, social media and calls. It syncs with gmail or Outlook and captures every call, email, or meeting as it happens. Every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes.
ElevateHQ connects to only the most relevant data in your Hubspot using a read only API key generated by you to effectively pool data in one place, we pull the following objects from your Hubspot:
- Companies: Includes companies, along with contacts, deals, tickets, line items, products, and quotes, object properties, associations, relationships, and more.
- Contacts: Includes Oauth Access Token or API Key, Count, Contact Offset, Property, Property Mode, Form Submission Mode, List Memberships, and more.
- Deal: Includes Deals, along with companies, contacts, tickets, line items, products, quotes, and more.
- Owners: Includes OAuth access token or API key, Include inactive, Email address, and more.
HubSpot recognizes this is a challenging time for many of us. Check out this page to see all the efforts we are making to help our community with free remote business tools, discounting, and more.
Sales, marketing, and services are all about building relationships -- but it can be difficult to form those relationships when a rep spends precious time completing menial tasks. In fact, a recent report from HubSpot Research found that sales reps spend up to a quarter of their day on tasks like writing emails and data entry.
Software should exist to help minimize that time spent, not create extra steps. HubSpot's Slack integration aims to do just that.
Actions:
With Actions, create the following objects and associate them with a contact, company, or deal in HubSpot -- directly within Slack:
- Add a Task
- Add a Ticket
Slash Commands:
With slash commands, you can search and post the following HubSpot objects or actions directly within Slack:
- Contact: /hs-search-contact
- Company: /hs-search-company
- Deal: /hs-search-deal
- Deals Assigned to You: /hs-search-my-deal
- Task: /hs-search-task
- Ticket: /hs-search-ticket
- Playbook: /hs-search-playbook
- Knowledge Base Article: /hs-search-kb
- Set Availability Status for Live Chat: /hs-chat-away or /hs-chat-available
- Provide HubSpot with Feedback about the Integration: /hs-feedback
Conversations:
With live chat, team email, and an easy-to-use chatbot builder, HubSpot gives you the messaging tools and context to have personalized conversations with prospects and customers at scale — for free! Slack seamlessly integrates with HubSpot conversations:
- Get notified in a designated Slack channel about incoming chats from your website
- See conversation status within the chat notification
- Respond to those incoming chats within Slack - or, click “Reply in Inbox” and get taken to the chat in HubSpot (either way, the whole conversation will be logged in real time in your inbox)
HubSpot recognizes this is a challenging time for many of us. Check out this page to see all the efforts we are making to help our community with free remote business tools, discounting, and more.
Sales, marketing, and services are all about building relationships -- but it can be difficult to form those relationships when a rep spends precious time completing menial tasks. In fact, a recent report from HubSpot Research found that sales reps spend up to a quarter of their day on tasks like writing emails and data entry.
Software should exist to help minimize that time spent, not create extra steps. HubSpot's Slack integration aims to do just that.
Actions:
With Actions, create the following objects and associate them with a contact, company, or deal in HubSpot -- directly within Slack:
- Add a Task
- Add a Ticket
Slash Commands:
With slash commands, you can search and post the following HubSpot objects or actions directly within Slack:
- Contact: /hs-search-contact
- Company: /hs-search-company
- Deal: /hs-search-deal
- Deals Assigned to You: /hs-search-my-deal
- Task: /hs-search-task
- Ticket: /hs-search-ticket
- Playbook: /hs-search-playbook
- Knowledge Base Article: /hs-search-kb
- Set Availability Status for Live Chat: /hs-chat-away or /hs-chat-available
- Provide HubSpot with Feedback about the Integration: /hs-feedback
Conversations:
With live chat, team email, and an easy-to-use chatbot builder, HubSpot gives you the messaging tools and context to have personalized conversations with prospects and customers at scale — for free! Slack seamlessly integrates with HubSpot conversations:
- Get notified in a designated Slack channel about incoming chats from your website
- See conversation status within the chat notification
- Respond to those incoming chats within Slack - or, click “Reply in Inbox” and get taken to the chat in HubSpot (either way, the whole conversation will be logged in real time in your inbox)
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