Hubspot Activities
We’ve just released our V2 of Hubspot synchronisation! 🔥
You can now synchronise your activities between Hubspot & Zeliq :
- Calls :
- from Hubspot to Zeliq : automatic for any contact you sync with Zeliq
- from Zeliq to Hubspot : on-demand, choose if you want to sync to Hubspot in your push settings
- Mails :
- from Hubspot to Zeliq : automatic for any contact you sync with Zeliq
- from Zeliq to Hubspot : on-demand, choose if you want to sync to Hubspot in your push settings
- Notes - Only from Zeliq to Hubspot
In order to set-up this new feature you just need to :
- Go to settings
- Go to Integrations > Hubspot
- Click on “Disconnect Hubspot” at the bottom of the page. Don’t worry your configuration will be saved so you’ll be able to get it back when you reconnect
- Reconnect your CRM : this will allow us to retrieve the necessary authorisations from Hubspot to sync your activities.
- Open your settings and go to “push settings” to toggle the activities you want to sync.
- Save and you’re activities will start syncing 🚀
Create custom views in my leads
Feature Overview
We are excited to announce the launch of Custom Views for Leads, a new feature designed to enhance your lead management experience within our platform. This powerful new functionality allows you to save your lead filters and labels as personalized views, streamlining your workflow and ensuring quick access to the leads that matter most to you.
Key Features
- Save Custom Filters: Apply your preferred filters to segment your leads based on specific criteria such as industry, location, engagement level, and more. Once you've set up your filters, you can save them as a custom view.
- Quick Access to Frequent Searches: Your most used views are now at your fingertips. Save time by accessing your favorite filters instantly, without needing to reapply them each time.
- Ease of Use: Creating and accessing views is straightforward. With just a few clicks, you can streamline your leads into manageable segments that are directly aligned with your sales and marketing strategies.
How It Works
- Filter Your Leads: Use the advanced filter options to select the criteria for the leads you want to focus on.
- Save Your View: Once your filters are set, save this setup as a view. Give your view a custom label for easy identification.
- Access and Manage Views: Your saved views are readily accessible on the main dashboard. You can easily edit or delete views as your needs evolve.
Benefits
- Efficiency: Reduce the time spent on repetitive tasks by accessing pre-set views.
- Customization: Tailor your lead management process to fit your unique business needs.
- Productivity: Focus more on engaging leads and less on managing them, thanks to organized and easily accessible views.
We believe this new feature will significantly enhance your ability to manage leads effectively and efficiently. Try out Custom Views today and transform your lead management process into a more productive and customizable experience.
Happy Selling!
It’s a short one this week as we are working for some bug fixes to optimize your users experience. But we still hope that you still enjoyed it & happy to receive any feedback!