HubSpot Admins HUG

jeetdoshi
Contributor

HubSpot Administrator

Hi there!

 

Does anyone have any documentation (in terms of roles and responsibilities, TAT, workflows, etc.) to handle requests coming from HubSpot users across the company?

 

Any help/ideas would be highly appreciated.

 

Best,

Jeet

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Bryantworks
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

HubSpot Administrator

Hey @jeetdoshi,

 

I have a few running pieces of documentation for clients, but to speak at a high level we actually started using HubSpot forms to record internal requests like list pulls from sales, marketing emails to be built, etc.  I am iffy on this information living in the system, but I know that ClickUp now has a much stronger integration with HubSpot and that might be a more viable solution to help with automation on tasks being assigned based on the internal request.

Chris Bryant | Your Dedicated HubSpot Expert
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