CRM
Import, synchronize, and manage your leads directly from your CRM systems.
By Marion and 4 others5 authors11 articles
Hubspot
Learn how to import and manage your leads from HubSpot.
- How to connect Hubspot and what to expect?Learn how to set up the HubSpot integration and understand what syncs.
- How to automatically assign leads to a specific salesperson in Hubspot ?Match each LGM identity with the right HubSpot owner for cleaner and automatic lead assignment.
- How to build dynamic lists based on La Growth Machine’s data in Hubspot ?Build segmented lists in Hubspot using all the data LGM has to offer.
- How to create a manual task in Hubspot?A quick and simple way to let HubSpot remind you instead of your brain.
- How to add custom information to Hubspot's contact properties?Work around HubSpot data limitations with La Growth Machine and Zapier
- How to manage HubSpot lead creation and skip rules in LGM ?Control when HubSpot contacts are created and when LGM should skip leads in your campaigns.
- How do I manage LGM Call tasks from HubSpot?Complete Call tasks in HubSpot and let LGM continue your sequence based on the call outcome.
Pipedrive
Learn how to import and manage your leads from Pipedrive.