Thu •Sep 4 •4:00pm - 4:15pm PT •
Make Your CRM Self-Generating With HubSpot Enrichment
Imagine a CRM that fills itself. In this session, see how to create a self-generating system in HubSpot. We will cover how to run a Data Test to find enrichable records, backfill key Lists, and switch on Automatic and Continuous Enrichment so new and updated records stay current. Then turn on Conversational Enrichment for email and call transcripts to extract new contacts, update companies and contacts, and enrich Recently Engaged records. Leave with a simple checklist you can apply today.
Open to All Levels
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