HubSpot records kept current and every outreach personal

Ideas to put to work

Every record current and every contact approached personally, across your whole client base.

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  Every record kept current

  Sofia reads recent Gmail threads with each contact and, with your approval, updates the company, deal and notes so records match the latest conversation.

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  Personal outreach for a whole segment

  Sofia searches companies in a segment, reads each one's deals and notes, and drafts a personal Gmail message for every contact, for your approval.

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  Revenue and pipeline by client

  Sofia matches HubSpot companies to QuickBooks customers, then shows revenue, open balance and pipeline for each client in one view.

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  Stalled deal review

  Sofia searches deals by stage, reads their notes and tasks, and tells you which deals have stalled and the next step for each.

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  Support history on the account

  Sofia reads Zendesk tickets for each organization and logs a note on the HubSpot company, so whoever calls the client knows what's open.

Works well with

• GmailGoogle's email for business
• QuickBooksAccounting software for small and mid-sized businesses
• ZendeskCustomer service ticketing and help center
• SalesforceCRM for accounts, contacts and sales pipeline
• PPipedriveSales CRM built around the deal pipeline
• Zoho CRMCRM for leads, contacts and deals
• AAttioFlexible CRM for relationship-driven teams
• AffinityRelationship intelligence CRM for dealmaking firms