Add to Digital Assistant Hubspot integration
Connect with Hubspot CRM to view your tickets and leads inside Digital Assistant.
Understand and engage with your customers better than ever with the Hubspot integration for Digital Assistant.
Keep on top of individual customer tasks and emails, get notifications for customer service tickets, view Hubspot analytics, reporting and more - all in one place, available on all of your favorite devices.
By pinning ad performance reports, marketing updates, customer information and more to your Board, you can create customized dashboards for an at-a-glance overview of the information you need to succeed.
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CRM
The CRM Card helps you track your and your teams progress towards weekly, quarterly and yearly sales goals. Keep an eye on your performance and see historical data and detailed financials in this Card, with beautiful graphics, charts and tables to help visualize your progress.
This Card will also notify you about interesting Sales events, such as new leads in your CRM, interesting Whitepapers and available training courses for you and your team.
Helpdesk
Struggling to stay on top of your Helpdesk assignments? Digital Assistant's Helpdesk Card makes it simple to see tickets that are assigned to you, with valuable information like ticket priority and target due date, all in one place.
Pin the Helpdesk Card to your dashboard to keep track of your latest tickets and feedback, or get live notifications as and when tickets are assigned to you. Digital Assistant makes it easy to keep track of your tasks, on any device.
My Tasks
No matter which task management tool you use, keep an eye on your to-do list and get cracking with the My Tasks Card. See an at-a-glance overview of your current tasks with valuable information like due dates and priorities, and create new tasks in seconds - just ask your Assistant.
Managing a project for your team? With the My Tasks Card, you can view the status of your team member's task lists, as well as create and assign new tasks for them.
Never worry about forgetting things again. If you're assigned a new task, or one of your open tasks is getting close to its due date, Digital Assistant will send you a notification to let you know; helping you to keep track of your day, and focus on achieving more.
Sales Leads
With the Leads Card you can see various views of your Sales contacts taken directly from your CRM applications. Views include new leads, today's leads, unread leads, all leads and my leads.
This puts new sales leads and contacts directly at your fingertip on your Digital Assistant. As a sales manager you can see what new business came in, and which leads you are owning all with just a few simple utterances or by pinning the Card to your board.
- Get instant notifications whenever new leads come in, or have been assigned to you
- Directly open your contacts within your CRM application
- Ask your Assistant whenever you want for a real-time list of all the leads you've not seen before, so it's easy to to follow-up with your team
