Questions for Hubspot Experts:
Context - I run an outsourced sales development shop and am working on some automations to run everything out of my own CRM so that I dont have to run multiple systems.
Q1: Why isn't my automation working?
Q2: Am I thinking of this the right way to track meetings booked with new deals? I think yes because it'll track revenue generated better.
Q3: Are there any good API's that easily give me access to a clients calendar so I can book through Hubspot directly without having to use their calendly?
Loom recording: https://www.loom.com/share/e8383d99ec8d4d95ae4bdc723a6eeb6b?sid=54bb329b-68dc-4afa-853a-f97d690d4402
Thanks in advance
[Trellus & HubSpot] or other dialers
Does anyone here have experience pulling dialer data from Trellus into Hubspot? I'm trying to pull over my data so i dont have to use two different dashboards. Thanks in advance