Boise, Idaho (January 2018) – Compass Sales Solutions, the industry leader in sales opportunity software, is excited to now offer an enhanced API integration with HubSpot. This new level of integration allows for a new at-a-glance HubSpot Lead generator view directly on your Sherpa Dashboard.
Sherpa’s previous HubSpot integration allowed users to link to contacts’ HubSpot accounts while in Sherpa, connecting users to HubSpot information and social media accounts. With the new API integration, sales teams can maximize their marketing strategies by pulling in leads from HubSpot directly to their Sherpa Dashboard view. This gives at-a-glance notification if new leads have come over to Sherpa and are waiting to be reviewed. This integration provides the user complete control of the leads being generated.
Users can review leads to determine what is a valid lead, quickly and easily creating activities from those valid leads without cluttering up their Sherpa activity list with dead ends. In reviewing the leads, if you determine the lead is not a valid lead you will have the option to remove it from your Dashboards view or as a generated current lead inside the HubSpot Leads. This integration works directly with the full CRM version of HubSpot, keeping Sherpa up to date with information entered in HubSpot and eliminating the need to enter data in multiple systems.
Tami Dittemore, VP of Operations with Compass Sales Solutions says, “This enhanced integration with HubSpot provides great time-saving features for sales reps. As leads come through your website, HubSpot pushes them directly into Sherpa for the sales rep to pursue. Streamlining incoming website leads and contact information in addition to putting marketing data at your reps’ fingertips in Sherpa ensures they are making the most of their time and resources.”
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