When you go in to Hubspot to add multiple contacts to a deal you have to either search in your list of thousands of contacts or create a new one. If I have 10 contacts on one account I have to remember everyone’s full name to search. Why not give a third option that allows me to pick existing contacts on the company record I am alread working on and the deal that I have open? I am surprised that does not come up. I need this so I can create lists that show me all open deals with all contacts. I can then import that list into Orum where I can do follow up recorded calls that then summarize the conversations and record them back into Hubspot. It already does all of this except I can’t have multiple contacts on a deal without manually adding them. Then since I work for an AI company our AI can sit on top of those recorded records and notify the sales person of key dates and follow up items from the conversation. We can now create this in our own AI.
Status: Idea Submitted