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Workflow for HubSpot with Enterprise

Follow these steps to complete the workflow: from new HubSpot contact (lead) to Order in Enterprise.

First make sure you have read and followed the information in "Before you get started" articles

Get started with HubSpot
Set up notifications
Warning only one enterprise window at the same time

 

 

STEPS

RELATED ARTICLES
1. CREATE CONTACT
If you know the customer already exist in Enterprise you can go to step 4 before step 2 and go back to step 2 after.

 Contact and Companies
2. CREATE DEAL
Create a Deal and work with the deal (lead).

 Deals pipeline and view
3.

INFORMATION GATHERING
Send emails, add notes, use tasks, make phone calls, set up meetings etc in the Deals pipeline stage "Information gathering".

Read about more features in HubSpots own Knowledgebase

 Send emails inside HubSpot
Outlook add-in
Log and track emails
Use HubSpot task
Use meeting links
  Steps 1-3 can be done in the HubSpot mobile app if you find this more convienient when you are on the run. 

 HubSpot in your mobile
4. LINK CONTACT/COMPANY
When you are in the pipeline stage "Ready for quote" it is time to link HubSpot contact/company to Enterprise customer.

Link a HubSpot customer to Enterprise
5.

CREATE QUOTE
Now you can Create Enterprise quote (this will automatically link the quote).

 Create and link an Enterprise quote for a deal
6. ACTIVATE ORDER
When won "Open quote" from HubSpot deal and activate order in Enterprise pop-up window.

If your user have the setting "Lock order creation unless quote is linked to HubSpot" you will not be able to activate the order in Enterprise unless it is linked to a deal in HubSpot. 

  

 

To follow up on your work you have the Deals view but also the Eleiko Sales Rep Dashboard. 


pipeline_workflowFig, Deal pipeline stages vs Workflow steps
(right click > Open image in new tab to view it bigger)

QUESTIONS AND/OR SUGGESTIONS? 
Contact Kajsa Robertsson in Teams or email kajsa.robertsson@eleiko.com

 

 

 

 

 

 

OLD WORKFLOW (more based FROM Enterprise)

  1. Open Enterprise and find the customer. 
  2. Link/create customer from Enterprise to HubSpot.
  3. Go to the company in HubSpot and create a Deal
  4. When the deal is ready for quote Create Enterprise quote (this will automatically link the quote).
  5. When won Open quote from HubSpot deal and create order in Enterprise pop-up window