Contacts are automatically added

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Sales extension allows you to: Log and track all emails sent and received. Use contact profiles and assign tasks to them. Use sales tools in email, including templates, meeting links, payment links, sequences, and assigned tasks. Embed hubspot forms into your website. If your website has a contact form, then changing it to a hubspot form will bring significant efficiencies to your business. The hubspot form collects all the same information as your current website form, but upon submission it creates a new contact in crm and stores the form submission against that record.

No more double-processing of information, sales or vnpay database customer service teams can review form submissions for more information. This is easier if your entire website is using hubspot cms, but you can also easily embed the form on a non-hubspot website. Take advantage of hubspot's static and smart lists. Hubspot lists are very useful when organizing your contacts. The tool allows businesses to create lists of contacts or companies based on certain characteristics and criteria, which helps sort and analyze the data. You can choose between smart lists and static lists:. A static list is a list of contacts that meet the set conditions when saving the list.

Static lists are not automatically updated, so new eligible contacts are not added to the list, and contacts that no longer meet the criteria are not deleted. However, contacts can be added and removed from the static list manually. Smart lists are contact lists that automatically update based on specific criteria. to the list when they meet certain criteria and removed from the list when they no longer meet the set criteria. Other tools in hubspot rely on these lists to function, such as sending marketing emails to your contact list or sending customer satisfaction surveys.