HubSpot CRM
Send customer profiles to HubSpot CRM from a conversation.
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TrolyWork
Continue sales opportunities and manage customers in TrolyWork.
Set up TrolyWorkSign in to choose your workspace and configure this connection.
What you can do
- Open TrolyWork to continue working in your authorized workspace.
- When data exchange is enabled, create or update leads and customers from the TrolyPage CRM profile.
Scope and requirements
Cross-product actions currently support leads and customers. Direct task creation from a conversation is not available yet.
Continue your workflow
Make it part of your workflow.
Review the available connection options in your workspace. You choose what to connect and when to run an action.
Set up TrolyWork