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HubSpot CRM with Sitelink WE
Has anyone connected Hubspot CRM with Sitelink web edition though the API? if so, are you pushing information to Sitelink or are you getting sitelink to push client details to HubSpot? Ideally I'd like Sitelink to push out a customer list with revenue tied to them so i can create custom audiences for marketing tied to…
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Running CRM campaign through My Hub?
Is it possible to run CRM through My Hub? I have a large number CRM to send out and can only send 200 at a time through the Web Edition. I have been running the invoices through My Hub in the background so I can still use Web Ed. But it wont let me click on the CRM in my reminders through My Hub. 😫
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Future Rental How to Process Welcome Letter in CRM
Occasionally we process a move in with a future rental date. How do I trigger the Welcome letter to process immediately following the transaction? Also is there a way to activate the gate code at this time? Thanks Julie