How To Update CRM Call Outcome in HubSpot
This guide provides a straightforward method for updating call outcomes in HubSpot's CRM, essential for maintaining accurate records and improving workflow efficiency. By following the steps outlined, users can easily customize call outcomes, ensuring that the CRM reflects the latest interactions with contacts. This is particularly valuable for sales and customer service teams looking to enhance their reporting and follow-up processes. Overall, it streamlines the management of call data, contributing to better decision-making and performance tracking.
Step-by-Step Workflow
1. Navigate to a HubSpot Workflow
2. Find or Add a Branch
3. Click the plus button to add an Action
4. Click "Create and update CRM records and property values"
5. Click "Edit any property of a CRM record"
6. Click "Contact (Current object)"
7. Click "Call"
8. Click the "Property to set" dropdown.
9. Click "The outcome of the call"
10. Click "Enter the new value to set to this property"
11. Click the corresponding outcome for the branch, in this example, "Connected".
Updated 3 days ago