HubSpot and Salesforce
Connect HubSpot or Salesforce so alfred_ can look up a contact, deal, company, account or opportunity next to the email thread it belongs to.
Connect your CRM and alfred_ can bring the client record into the conversation, so you don’t switch tabs to answer “where does this deal stand?”
Connecting
Open Integrations → HubSpot or Integrations → Salesforce and sign in with your CRM account.
What you can ask
- “What stage is the Northside deal in?”
- “Who owns the Acme account in Salesforce?”
- “Pull up the HubSpot contact for the person who just emailed me”
- “Which of my open opportunities have I not emailed in two weeks?”
HubSpot: contacts, deals and companies. Salesforce: accounts and opportunities.
Changes need your OK
alfred_ reads your CRM. It changes nothing there unless you ask and approve the change.
In routines
Routines can use your CRM too: “every Monday, email me my open deals with no email activity in 10 days”. See Routines.