Structured information capturing during a discovery call

Smart CRM & Sales Hub Tips, Tricks & Best Practices
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1

Hi,

I’d like to have a structured (yet customizable) information capturing tool (e.g., form) that will serve our sales team (internally) to collect the right information during a discovery call and further throughout the sales process.

This tool should not only guide the reps on which data to collect but will also enable “telling the story of an opportunity” in a snapshot combining data related to the deal and fhe associated contacts, company(ies) etc.

Obviously, the data should be populated into hubspot (including custom properties of course) and vice-versa - for existing and new leads.

From previous conversations, I understand that Hubspot Forms is not the way to go for this purpose, so I appreciate your view and ideas. Maybe Gsheet integration? Other 3rd party?

Thanks in advance,

Iddo

2

Hi @IddoGescheit,

HubSpot has it’s on feature for this, playbooks, but it’s only available in HubSpot Sales or Service Hub Enterprise.

Best regards!

3

Thank you, @karstenkoehler. This is helpful

Unfortunately, we have only Marketing and Sales Professional suites. Any idea of a temporary solution that could be good enough up until we are in a stage that we could upgrade to Enterprise?

4

Hi @IddoGescheit,

I’m not aware of anything that I’d consider lightweight and elegant. You could link a Google Form to a Google Sheet which is then linked to HubSpot deals via Zapier – which means that your Google Form would be the structured input. I haven’t tested it but it should work.

Best regards!

5

Thanks a lot! Appreciate your help, @karstenkoehler.