Start Onboarding will Redirect the user to the “CRM Application” - https://cadence.ringover.com
The Hubspot onboarding process involves setting up the Hubspot integration, syncing activities between Cadence and Hubspot, setting up email integration, and mapping fields between the two tools.
1. CRM Setup: To begin, the user needs to click "Connect with Hubspot" and the application will be automatically installed when the user confirms.
2. Activity Syncing: Cadence has a "bi-directional" sync feature that allows data to flow between Hubspot and Cadence. Supported activities include calendar, email, notes, and SMS. SMS activity is communicated to the tool using webhooks, which must be set up in the Ringover Dashboard.
3. Email Setup: Setting up email integration is simple with the "Connect with Google" and "Connect with Outlook" options. These work seamlessly with the tool, though there are a few exceptions for Outlook (Exception 1 and Exception 2).
4. Field Mapping: To ensure that data is properly synced between Cadence and Hubspot, it is important to map the fields between the two tools. Required fields for leads include first name, last name, and organization/account name. In Hubspot, the following field mappings apply:
- Contact: First Name, Last Name, LinkedIn URL, Job Position, Phone Number, Email
- Company: Company Name, Company Phone Number, Company Size, Company LinkedIn URL, Zipcode, Country
5. Custom Form Builder: The custom form builder allows users to create custom forms with fields that are specific to their needs. However, some fields may be set by the CRM system and cannot be edited.
6. Admin Rules: The user can set rules such as allowed days to send emails, SMS working days, etc. These rules apply to email and task and cadence behavior.
7. Team Setup: This involves setting up the team and configuring team-level settings.
8. Personal Setup: Each user can set up their personal settings, including their Calendly link, timezone, language, and custom task creation with the calendar.
Frequently asked questions
- Q. How do I set up the Hubspot integration in Cadence?
A. To set up the Hubspot integration, click on "Connect with Hubspot" in the Cadence app. The application will be automatically installed when you confirm the connection.
- Q. Can I sync activities between Cadence and Hubspot?
A. Yes, Cadence has a bi-directional sync feature that allows data to flow between the two tools. Supported activities include calendar, email, notes, and SMS. SMS activity is communicated through webhooks, which must be set up in the Ringover Dashboard.
- Q. How do I set up email integration with Cadence?
A. You can set up email integration with the "Connect with Google" or "Connect with Outlook" options. These work seamlessly with the tool, though there are a few exceptions for Outlook (Exception 1 and Exception 2).
- Q. Can I create custom forms with the custom form builder in Cadence?
A. Yes, the custom form builder allows you to create custom forms with fields specific to your needs. However, some fields may be set by the CRM system and cannot be edited.
- Q. Can I set rules in Cadence?
A. Yes, you can set rules such as allowed days to send emails and SMS working days. These rules apply to email and task and cadence behavior.
- Q. How do I set up the team in Cadence?
A. To set up the team in Cadence, you will need to configure team-level settings.
- Q. Can I set up my personal settings in Cadence?
A. Yes, each user can set up their personal settings, including their Calendly link, timezone, language, and custom task creation with the calendar.
- Q. Who is the default CRM Administrator?
A. By default, the super admin is selected as the CRM Administrator.
- Q. What can the CRM Administrator do?
A. The CRM Administrator account is used to perform generic functions such as field mappings and automated imports (upcoming feature). It may also be used for other actions that require elevated access.