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 to manage Call tasks in HubspotSync Calls in Hubspot and LGM. No more back and forth.
Pipedrive
Learn how to import and manage your leads from Pipedrive.