Intent of the article:
This article explains the integration of Hubspot and Salesgear in detail.
What can you do with Hubspot & Salesgear?
With Hubspot + Salesgear, you can add a contact directly from Hubspot to a sequence in Salesgear. This way, you don’t have to switch between tabs to get your work done.
Here’s how you import Hubspot contacts to Salesgear’s sequence -
Ensure that you have installed Salesgear’s free email tracker extension from the chrome store because this plugin is our integrating element here. You can check out this article to learn how to install & use our Gmail plugin.
Go to https://app.hubspot.com/login and enter your credentials to log into your Hubspot account.
In Hubspot, go to ‘contacts’.
Click on the contact that you want to add to a Salesgear’s sequence.
On the contact page, click on the ‘add to sequence’ (with the Salesgear logo) available in the top right next to ‘meetings’.
A pop-up with sequence folders and sequences that you have in your Salesgear account will appear.
Choose the sequence to which you want to add the contact.
A message will appear indicating that the contact was successfully added to the sequence.
If the contact is already present in the sequence, you will see a pop-up with the message ‘contact already present in the sequence’.
Note: CRM integrations are only available in the pro plan.