WEBINAR

Windfall’s Hubspot Integration: Powering Data-Driven & AI Workflows

Tuesday, May 13th, at 1:00 PM ET / 10:00 AM PT

What if you could prioritize your sales and marketing efforts based on each prospect’s unique profile, including household wealth, life events, demographics, and career changes?

With Windfall’s Hubspot Integration, you can!

In this upcoming webinar, we’ll be discussing how Windfall’s integration with Hubspot makes it easy to automatically pull third-party people data and Predictive AI into your CRM to supercharge your workflows. Come learn how to leverage Windfall’s data and AI to qualify and prioritize leads, trigger outreach, and help your sales teams maximize their time and energy.

In this webinar, Windfall Hubspot experts Tyler Dillard and Kelsey Day will be exploring:

• An overview of Windfall’s integration with Hubspot
• Best practices for Hubspot Contact and Company layouts and User permissions
• Unique ways to leverage people data in custom Lead Grade and other custom fields
• Tips and tricks for supercharging your acquisition and retention efforts and optimizing your marketing and sales workflows
• Bonus: Live demonstrations of sample fields, reports, and dashboards for various use cases

Please fill out the form to save your seat. We hope you and your team will join us.