CRM

Browse all content tagged with CRM

Components

Get Contact by ID

Retrieve detailed contact information from HubSpot CRM by specifying a Contact ID. The Get Contact by ID component connects your workflow to HubSpot, enabling seamless data access for automation, personalization, or integration with other tools.

2 min read
Components

HubSpot Message Creator

Integrate seamless message delivery into your workflows with the HubSpot Message Creator component. Effortlessly send new messages to specified HubSpot conversations, assign thread owners, and enhance automation in your customer communication processes.

4 min read
Glossary

B2B Data Enrichment

B2B Data Enrichment is the process of enhancing business-to-business data by adding firmographics, technographics, and behavioral insights, transforming raw data into a valuable resource for targeted marketing, improved sales, and strategic decision-making.

10 min read
Glossary

Lead Routing

Lead routing is the process of automatically assigning incoming sales leads to the appropriate sales representatives within an organization, ensuring prospects are matched with the best rep based on criteria like location, product interest, and expertise. Learn how automation and AI optimize lead distribution for better conversion and customer experience.

6 min read

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