Getting Sales Development Representative Outbound Performance data via Zapier
We're trying to set up some automation between Hubspot and apps with Zapier.
Usecase: Get the number of Outbound Sales qualified meetings generated by Sales Development representative.
The filter criteria are mentioned in the image, how can I get the same data via filters in Zapier.
Cant find the lookup and relevant filters in Zapier to get this data.
- Meeting via Contact filter - SDR
- Frequency of data - Monthly/Weekly/Quarterly
- Date range - All data
- Date property - Create Data.
Usecase is to identify the number of meetings booked by respective Sales Development resources Month on Month and reward them based on the meetings booked.
Getting Sales Development Representative Outbound Performance data via Zapier
Hello @vaibhavgoel,
Happy new year! thank you for your patience on this post.
I will tag some top experts to share their thoughts, @lynton , @sackerly @Groopit would you be able to share your opinion on this matter?
Thank you!
Pam
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