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ID259 - HubSpot Quarterly Business Review Overview & Sample:

Pull CEO Juice QBR via HubSpot

Jump to Overview | Samples | Variables | Alert Functionality | Linking to HubSpot |  Related Alerts |

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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 (HubSpot Enterprise Products). 

Run Schedule: On Demand (every 10-min)

 

 

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Sample

Sample

Lease Info (Object linked to Customer):

ID259Sample.png

 

 

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Variables

Variables

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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.

 

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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:

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Give it name of CEO Juice ID978:

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Set these Scopes with needed Read / Write permissions exactly as shown in screenshot:

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After creating the new app, it will show this screen. Select "show" and then "copy" the token to enter on CEO Juice website (Step 3 below):
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Step 3: Enter the HubSpot Private App Token on CEO Juice website under Profile / Integrations: https://www.ceojuice.com/CustomerAdmin/Integrations into HubSpot NOT HubSpot Legacy Authentication. This will need to be done by someone with Admin rights to our website.
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ID978Token.png
Step 4: Set Variable1 on your ID259 subscription to this Integration Name:
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Step 5: Let us know at help@ceojuice.com these steps are completed.

 

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Related Alerts

Related Alerts

ID258 - OnDemand SSRS QBR

ID774 - Power BI QBR

ID978 - HubSpot eAuto Integration

 

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