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CRM and sales

HubSpotsoon

Keeps contacts and conversation activity in step with your CRM, so a salesperson looking at a record sees what was said in chat.

Category
CRM and sales

What the connection covers.

  • Contacts matched and kept in step both ways

  • Conversation activity written back to the CRM record

  • CRM properties usable as segment conditions

The rest of this category.

CRM and sales. Keeping the conversation and the pipeline in step.