Previously, this was only available to extensions and integrations paid users. Now, it’s available to everyone. You can host a chat on your site that can be answered via a browser, mobile app, or Slack.
5. Integration with email
You can send emails directly from Hubspot, and see the entire history of correspondence with him on the contact page. If you use Gmail or MS Outlook, you can work directly from the mail and see data from the CRM system in a small widget.
6. Integration with calendars
One of the most popular requests is: “how costa rica phone number list to make it so that clients can book meetings through the site, and they sync with the personal calendars of sales managers?”. Hubspot integrates with calendars and mail Gmail and Microsoft Office 365. Using a convenient form, you can offer the client available time for meetings, as well as add questions that the client will need to answer to schedule a meeting/call. If you use Zoom, the client will immediately receive a link to the Zoom session.
In Hubspot, you can add new fields extensions and integrations of different types without restrictions. And integration with more than 200 systems will allow you to expand the functionality (for example, by connecting telephony) and collect all the information about the client in the CRM.
8. Possibility of use with other CRM
More and more often we come across industry email data powder companies that use several CRM systems at once. For example, one for the customer base, and the second for partners. Or one for leads, and the second for clients. Thanks to its integration capabilities, Hubspot integrates with other systems. With some of them (for example, Salesforce) there is direct integration, while with others it is possible to integrate via the Zapier service or API.
1. Control and management of tasks
create work tasks, online calls, deadlines, recurring tasks and email reminders, calendar subscriptions and monitoring, as well as full automation of progress and task priorities.
2. Reporting
Sales and activity analytics for the twd directory last time, advanced win/lost sales reports with pipeline growth, export of reports to Excel, convenient analytics filter by time periods and users for a more accurate picture of statuses.
3. Contact management
All data about people and extensions and integrations companies, full text search for the necessary contacts, file attachment and address import, automatic connection of user profiles with their social networks.
4. Security
Two-factor authentication, data export, data recovery within 30 days, assigning extensions and integrations roles to different users or limiting them, signing in via Google Workspace, GDPR compliance processes.
