Hubspot Activities
We’ve just released our V2 of Hubspot synchronisation! 🔥
You can now synchronise your activities between Hubspot & Zeliq :
Calls :
from Hubspot to Zeliq : automatic for any contact you sync with Zeliq
from Zeliq to Hubspot : on-demand, choose if you want to sync to Hubspot in your push settings
Mails :
from Hubspot to Zeliq : automatic for any contact you sync with Zeliq
from Zeliq to Hubspot : on-demand, choose if you want to sync to Hubspot in your push settings
Notes - Only from Zeliq to Hubspot
In order to set-up this new feature you just need to :
Go to settings
Go to Integrations > Hubspot
Click on “Disconnect Hubspot” at the bottom of the page. Don’t worry your configuration will be saved so you’ll be able to get it back when you reconnect
Reconnect your CRM : this will allow us to retrieve the necessary authorisations from Hubspot to sync your activities.
Open your settings and go to “push settings” to toggle the activities you want to sync.
Save and you’re activities will start syncing 🚀
Create custom views in my leads
Feature Overview
We are excited to announce the launch of Custom Views for Leads, a new feature designed to enhance your lead management experience within our platform. This powerful new functionality allows you to save your lead filters and labels as personalized views, streamlining your workflow and ensuring quick access to the leads that matter most to you.
Key Features
Save Custom Filters: Apply your preferred filters to segment your leads based on specific criteria such as industry, location, engagement level, and more. Once you've set up your filters, you can save them as a custom view.
Quick Access to Frequent Searches: Your most used views are now at your fingertips. Save time by accessing your favorite filters instantly, without needing to reapply them each time.
Ease of Use: Creating and accessing views is straightforward. With just a few clicks, you can streamline your leads into manageable segments that are directly aligned with your sales and marketing strategies.
How It Works
Filter Your Leads: Use the advanced filter options to select the criteria for the leads you want to focus on.
Save Your View: Once your filters are set, save this setup as a view. Give your view a custom label for easy identification.
Access and Manage Views: Your saved views are readily accessible on the main dashboard. You can easily edit or delete views as your needs evolve.
Benefits
Efficiency: Reduce the time spent on repetitive tasks by accessing pre-set views.
Customization: Tailor your lead management process to fit your unique business needs.
Productivity: Focus more on engaging leads and less on managing them, thanks to organized and easily accessible views.
We believe this new feature will significantly enhance your ability to manage leads effectively and efficiently. Try out Custom Views today and transform your lead management process into a more productive and customizable experience.
Happy Selling!
Search Update
A first update of our search feature has been pushed this week 🔥
Free search field
Use the searchbar you’ll find on top of your filter menu to search on :
First name or last name
Contact city or country
Contact linkedin url
Job title
Company name
Company domain or Linkedin url
Company city or country
Additional job titles
We’ve made a big increase in the number of job titles available in our “job title” filter, with now 34 millions unique values 🚀
We’ve also added the possibility to add a free value in the job title filter if you don’t find what you’re looking for in the options available or if you want to target job titles that contain a specific word.
Speech to text
We are thrilled to announce the launch of an innovative new feature on our platform: Speech-to-Text. This feature allows you to draft email sequences and take notes quickly and effortlessly, simply by speaking.