Salesforce Integration
This integration allows you to capture feedback from contacts or deals in HubSpot. It's a great way to keep an eye on what prospective customers are asking for and how much potential revenue is associated!
Installation 👇
Open Workspace Settings
Go to Integrations and connect
Authorize connection
Easy peasy lemon squeezy, right? 🍋
Once your Salesforce is connected, you can add deals to any item on a Board.
Add deal to item 👇
Add info on the main Board page, or on the item page.
Add a Salesforce opportunity
You'll be able to search through Salesforce opportunities to add a specific deal to an item. You'll be asked to provide:
The specific deal
How urgently the deal contact wants the request (from its a nice to have, to it's a churn risk)
And why they want it (AI will help you articulate by suggesting reasons)
This information is automatically added to the item as a revenue opportunity, and sent to the Revenue page that groups together all revenue opportunities that have been added to any item.
