By setting up sales pipelines for

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Currency setting connecting a group box and assigning users to it e mail of all users setting goals for the sales team setting appropriate views for objects setting a list of excluded emails and domains calendar attachment integration with the Jira system integration with other systems setting GDPR compliance GDPR website tracking code connecting domains During the technical configuration, there was a need to import the company s system i.e. schools and other educational institutions in this case that were stored in Google Sheets into the system. For this purpose, it was necessary to extract from tens of thousands of records only those that we wanted to transfer to HubSpot and to properly prepare the file for import.

For this purpose the data was unified and standardized to appropriate formats and placed in appropriately named columns. We also had to prepare HubSpot for data import, which required creating additional fields with appropriate types. The prepared file was finally Poland WhatsApp Number List imported into the system. After the technical configuration, we moved on to the configuration of the Sales module with key users, i.e. authorized to make decisions about system settings, solutions We started The system also includes products that are attached to deals. The challenge automating product bundles HubSpot vs Salesforce, Bitrix and other systems There was also a need to create product.



Packages that would be added automatically after selecting in the appropriate field that a given transaction concerns a set. Since automations in HubSpot do not include products, we had to solve it differently. We decided to create separate fields with the names of individual products. A separate field was also the name of the product package. After selecting the appropriate package, the product numbers were assigned to individual fields with their names. We also had to create a discount field which, thanks to the capabilities of the calculated field in HubSpot, was used to calculate the discount price. Thanks to this, each bundle in the.