5/1/2023 0 Comments Hubspot snippets![]() The typical objects we usually integrate with ERP systems are companies, contacts, sales transactions, tickets and other objects depending on your business. Our advice is to only integrate the essential data, because the more you integrate, the more complex it is. When a customer books a meeting via the meeting link, it will directly be booked in HubSpot and in your personal calendar at the same time.Ĥ) Should I integrate HubSpot with my backoffice system (ERP system)? This add-on also gives you access to the meeting link. If you book a meeting in your personal calendar with a contact that already exist in HubSpot, it will be logged automatically in HubSpot. When you book a meeting in HubSpot, it will directly transfer to your personal calendar. What does this add-on allow? It allows to have a bidirectional sync between your personal calendar and HubSpot. If you want to log your emails, you'll need to do it manually through the bcc address: [ and forward address [ can also integrate your calendar with a separate add-on. There's also the specific case of Apple Mail. You're not able to track emails or to see the side panel with contact information. You'll need to use the IMAP integration that allows you to log emails, to have a send later option and to have access to sequences, documents and templates. ![]() If you're using another email service provider, you may have some restrictions. Direct access to Sequences, Templates, Documents and Meeting links.Within the native integrations, you have some functionalities: HubSpot has three native e-mail integrations: Office 365, Gmail and Exchange (still in beta). skip/add a section), and it's available in all HubSpot plans.ģ) Does HubSpot integrate with my email and calendar? ![]() If you want something that is less guided, you can use the snippets. There's a limitation in HubSpot, you can only use it if you have an Enterprise plan. What is very interesting in playbooks is that you can automatically capture some properties. Now you want them to follow a questionnaire where you will be able to answer via free text or predefined answers. That's why it's more interesting for experienced sales people.Īt the beginning, the purpose of a playbook was to get all the information need about the customer. Snippets on the other hand, are less guided. Playbooks give a high level of guidance which is useful for juniors and for technical conversations. It depends on the guidance/freedom you want to give to your team, you have access to 2 different tools in HubSpot: playbooks and snippets. You're basically looking for homogeneity in your calls for sales purposes. This information is also directly visible on the meeting itself.Ģ) What is the best way to perform a guided/scripted sales call? But now you can add notes in the 'Team notes' that only your team will see. If you add something in the 'Attendee description', it will be send to all attendees. What we would advice here, is to use a snippet, which is a pre-defined block of text that gives you structure in your notes. This means that you can easily capture your visit notes directly on the meeting. It's not the purpose of that, so they had to use the Notes tool or Log a second meeting which was causing problems in terms of reporting.īut we have some good news! In the past weeks, HubSpot announced a new feature: Team Notes section. Why? Because the notes are directly added to the meeting which would be sent to all attendees. Many customers saw the capture of meeting notes as a big challenge. ![]() For instance, "What is the best way to capture visit reports in HubSpot?", "Does HubSpot integrate with my email and calendar?", "Should I integrate HubSpot with my ERP back office system"? Keep reading if you want to know the answers to those questions!ġ) What is the best way to capture visit reports in HubSpot? Our prospects frequently ask us several questions about HubSpot Sales Hub during the first calls.
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