Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management (CRM). Salesforce allows businesses to use cloud technology to better connect with customers, partners and potential customers. The cloud-based software allows companies to track real time analytics, customer success and support, customer complaints and a variety of other CRM functions with the ease of cloud storage and access wherever the users are.

Elevate connects to only the most relevant data in your salesforce using a read only API key generated by you to effectively pool data in one place, we choose the following objects from your salesforce:

  • User: id , name, city , email , createddate, preferences, lastName , firstName.
  • Lead: leaid, name , email, title, stage, status, company, ownerid, leadsource, isconverted, custom fields.
  • Opportunity: Opportunity_id, name, type, iswon , isclosed, createddate, ownerid, accountid, closeddate, stagename, custom fields.
  • Opportunitystage: id, iswon, apiname, isactive, isclosed, description, forecastcategoryname.

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)

Seamless integrations

Salesloft is the provider of the leading sales engagement platform that helps sellers and sales teams drive more revenue.

Learn more

Xero is a cloud-based small business accounting software with tools for managing invoicing, bank reconciliation, inventory, purchasing...

Learn more

NetSuite is the leading integrated cloud business software suite, including business accounting, ERP, CRM and ecommerce software.

Learn more

Learn moreabout how
Elevate can work for your team

Tired of running your commissions on spreadsheets? Afraid of switching because it may be too costly, or time consuming? Well, allow us to take care of all that, and more.