Creating ClientPoints from HubSpot is a quick and straightforward process that enhances your ability to manage client relationships and share important content. Before you begin, ensure that your account admin has installed the ClientPoint for HubSpot integration. If you need guidance on this setup, please refer to our article on How to Set Up Your HubSpot Integration.
Steps to Create a ClientPoint from HubSpot
Step 1: Log into HubSpot
- Access your HubSpot account using your credentials.
Step 2: Open the Desired Deal
- Navigate to the Deals section and select the deal you want to associate with your new ClientPoint. If you don’t have an existing deal, you can create a new one.
Step 3: Locate the ClientPoint Section
- In the right-hand panel of the selected deal, find the section titled ClientPoint.
Step 4: Create a New ClientPoint
- Click the New button in the ClientPoint section to initiate the creation of your ClientPoint.
Step 5: Open Your New ClientPoint
- Once the ClientPoint is created, click the Open button. This action will redirect you to your ClientPoint account.
Step 6: Build Your ClientPoint
- You can now continue building your ClientPoint. The Client Name and Revenue from HubSpot will automatically carry over to ClientPoint, ensuring a seamless transfer of information.
Step 7: Import Recipient Information
- Click the CRM Import button to insert recipient information directly from HubSpot into your ClientPoint, streamlining the process of sharing relevant content with your clients.
Creating ClientPoints from HubSpot is a quick way to manage your client interactions more effectively. By following these simple steps, you can easily associate deals with ClientPoints, ensuring that all necessary information is readily available.
If you encounter any issues or need further assistance, please check out our Help Center or contact our Customer Support team for support.
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