grow•hapily Connect
Setup Instructions
The setup of Connect is simple. Before you begin, the main thing to understand is determining how and when to collaborate. hapily products can open up opportunities to expand a typical HubSpot implementation into a larger RevOps revamp or event management project.
We recommend sharing a lead early in the sales process so we can collaborate on sales strategy.
Below, we've outlined a few common ways to set up Connect.
Share Lead On Deal Creation
If your sales process begins with Deal creation
Workflow type: Deal-based
Enrollment type: When an event occurs
Enrollment triggers:
- Automatically trigger enrollment when an event occurs: Object created
- Filter criteria: "Pipeline is any of [YOUR SALES PIPELINE(s)]"
Re-enrollment: off
Share Lead based on Lifecycle Stage
If your sales process begins with setting Lifecycle Stage
Workflow type: Company-based
Enrollment type: Based on filter criteria
Enrollment triggers:
- Filter criteria: "Lifecycle stage is any of Sales Qualified Lead"
Re-enrollment: off
Share Leads for Existing Customers
If you want to uncover hidden opportunities
Workflow type: Company-based
Enrollment type: Based on filter criteria
Enrollment triggers:
- Filter criteria: "Recent deal close date is known"
Re-enrollment: off