Pull CEO Juice QBR via HubSpot
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Overview
Overview
HubSpot is the most popular marketing automation solution within our client base. It is also a very competitive CRM. This provides Sales Rep ability to request Quarterly Business Review from HubSpot as CRM.
Run Schedule: On Demand (every 10-min)
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Sample
Sample
Lease Info (Object linked to Customer):
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Variables
Variables
Variable1: Point this variable (by using drop down or link to 'Profile/Integrations section' to link to your HubSpot System Credentials entered on website under Integrations. See Linking to HubSpot instructions below on how / where to set.
VariableY: Enter Branch Numbers to consider to filter out branches or leave blank for ALL
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Alert Functionality
Alert Functionality
1. To use, a HubSpot user would go to the Company and edit the QBR property (select "yes"). Within 15-minutes the QBR will be emailed to the email address associated with HubSpot User and the object will reset to blank so another can be sent when requested in future.
2. Be sure record-level HubSpot security is set up to prevent a user from accessing a Company that they should not have QBR info for.
3. Use THIS LINK for a detailed explanation of each page within the QBR.
4. Will only send IF the Company Record in HubSpot contains the corresponding eAuto Customer Number
5. Will include 36-months of data for each request AND will start with end of last month (does not include data from this month since billing and service activity may not completed for the month).
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Linking to HubSpot
Linking to HubSpot
In order for us to be able to write / insert to your HubSpot, the following steps are required:
Step 1: Create HubSpot user for CEO Juice under astrid@ceojuice.com. At a minimum, we need "standard user" rights just to see records and verify. If we have to create custom fields (or objects) for them, we will need admin rights.
Step 2: Create a Private App for CEO Juice in HubSpot. This will need to be done by your HubSpot Administrator:
Go to settings / Select Private Apps under Integrations:
Give it name of CEO Juice ID978:
Set these Scopes with needed Read / Write permissions exactly as shown in screenshot:
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Related Alerts
Related Alerts
ID258 - OnDemand SSRS QBR
ID774 - Power BI QBR
ID978 - HubSpot eAuto Integration
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