39
HubSpot CRM integration
planned
Activity
Newest
Oldest
Martyn Davies
planned
T
Tiffany Long
it is possibly nice, but I want to be able to create a dynamic ambassador list in hubspot. My ambassadors need to do x number of activities a year to maintain their status. I want to be able to be alerted when an ambassador is not on track to hit this number and also be able to drop them on the list from hubspot or orbit.
T
Tim Enwall
From Orbit, I'd want to sync:
- social profile info
- activities spotted
From HubSpot (or any other CRM) I'd want to sync:
- sign-up as "an activity"
- email(s), phone calls, tickets, deals, etc... as "an activity"
Without connectivity to the CRM, it's much harder to see how Orbit can be vastly useful because it omits a significant part of the picture of who's active, who's not, who's drifting away, etc...
I could see there being some type of color or numerical differentiators for the different types of activity - like "external activity" v. "company-led" activity.
M
Mary Thengvall
Information I'd like to sync from Orbit:
* Select (usually high-level) activities
* Links to social media profiles
* Custom notes
Sync from HubSpot:
* Company
* LinkedIn URL
* Location
* Status of lead (MGL, MQL, SQL, customer, etc.)
F
Frank Taillandier
This would be useful to sync User Profiles in Orbit : Company, LinkedIn URL, as well as other user properties (Company size, Country, etc.).
Guillaume Millot
open