Sales — Integrations
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Gen8
Source: Sales — Integrations
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Integrations
Sales
Follow-up, CRM updates and quotes as proposals with approval and rollback.
Email, Sales
Email to CRM
What a workflow reads from the mailbox and proposes in the CRM, with the permissions and approval involved.
Sales
HubSpot integration
Which HubSpot objects a workflow reads and proposes to change, the permissions needed and where approval applies.
Meetings, Sales
Meeting to CRM and follow-up
What a workflow extracts from a meeting transcript, what reaches the CRM, and why consent comes first.