Daily Prospect Report

kgregorakis · ‎Mar 28, 2018

Anyone, when receiving the Daily Prospect report, there is a button called PREVIEW that drills down, within this section, it displays About the Company and also displays a list of Related companies (8), with an associated button labeled ADD. When I press ADD - it adds a company. Any guiadance on how to optimize this information.

Guidance and tutorial appreciated!

thanks!

Trumeter · ‎Mar 28, 2018

Thanks for the detail... I don't know of any automations within HubSpot to add contacts in this flow, but I do know of two entities that might add value. DiscoverOrg has a HubSpot integration, as does ClearBit. Zapier has a page that shows some common ClearBit integrations that seem a fit for what you describe....

https://zapier.com/apps/clearbit/integrations/hubspot

Let me know if this helps you, and if you choose one how they work for you.

View solution in original post

Trumeter · ‎Mar 28, 2018

Help us by defining what you want to do here, what exactly do you mean by optimize?

kgregorakis · ‎Mar 28, 2018

hi, after adding the "LIKE" company, what ways exist to capture contact information for the decision makers?

I am new to hubspot. seeking best practices and suggestions by seasoned users on how valuable this tool can be. or maybe better stated, what is it's real value?

thanks!

Trumeter · ‎Mar 28, 2018

Thanks for the detail... I don't know of any automations within HubSpot to add contacts in this flow, but I do know of two entities that might add value. DiscoverOrg has a HubSpot integration, as does ClearBit. Zapier has a page that shows some common ClearBit integrations that seem a fit for what you describe....

https://zapier.com/apps/clearbit/integrations/hubspot

Let me know if this helps you, and if you choose one how they work for you.

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