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!
Open Workspace Settings
Go to Integrations and connect
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.