WEBINAR

Windfall & Hubspot: Building Data-Driven Workflows

Thursday, August 20th, at 1:00 PM ET / 10:00 AM PT

What if your HubSpot workflows considered each prospect's household wealth, life events, and career changes? Which leads would your team prioritize differently? And how much time would they get back?

Knowing which leads deserve your team's attention is essential for focusing sales and marketing efforts. Unfortunately, many CRM records hold little more than an email address and a form fill. Scoring runs on behavior, and the prospects with real capacity sit in the same queue as everyone else.

With Windfall's HubSpot integration, third-party people data flows into your CRM automatically, so the workflows you've already built—lead grades, routing rules, nurture triggers, lifecycle stages—run on who someone actually is. Join Windfall's Solutions Engineer, Tyler Dillard, and GM of Nonprofit, Kyle Curry, for a masterclass on setting it up and putting it to work.

This session will explore:

• An overview of Windfall’s integration with Hubspot
• What lands on a Contact or Company record once Windfall data flows in
• Unique ways to leverage people data in custom Lead Grade and other custom fields
• Where to trigger from: routing, nurture, prioritization, and retention plays
• Bonus: Live demos of fields, reports, and dashboards across real use cases

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