Kova & Hubspot Data Sync - Deals
Our data sync with Hubspot and Kova is LIVE! What does this mean? We're saving you time by not having to double-enter contacts!
The FIRST step of entering a new prospect, for example, someone who wants a price out in Kova, will be to ADD them to Hubspot and create a DEAL. Doing this allows the contact to flow to Kova and automatically create a worksheet for you! This all happens within seconds, too.
Here are detailed instructions on how to add a contact to Hubspot and trigger the worksheet in Kova. There are also instructions if you forgot to do it the first time. https://scribehow.com/page/Community_Manager_Processes__UGI22XXwSLickuhCO1TI3Q
The system will notify Lauren and me when a contact is not added correctly. It's called the shame on you alert. 😊 We'll use these to ensure we're all following the correct process and the data is 100% accurate in Hubspot/Kova.