Getting Started with HubSpot

Integrating Orum with HubSpot can revolutionize your sales process by automating tasks and providing valuable insights. Whether you're an admin or a sales representative, this guide will help you seamlessly set up the Orum-HubSpot integration.

1. Confirm/Create User Permissions

For Admins:

To kickstart your dialing process effectively, it's crucial to grant specific permissions to users in your HubSpot account.

These permissions ensure that your team can access and utilize the integration seamlessly. Follow our easy-to-follow guide for confirming or creating user permissions in HubSpot.

This step will lay the foundation for a smooth integration experience.

2. Create Call Outcomes

For Admins:

In the world of sales, data is power. To make the most of your insights, consider setting up new Call Outcomes (also known as Dispositions) in HubSpot. These custom call outcomes allow you to categorize and track prospect interactions accurately.

To get started, check out our recommended best practices for creating call outcomes and follow the step-by-step instructions to add them to your HubSpot account.

3. Create Automation Rules

For Admins:

One of the key benefits of integrating Orum with HubSpot is the ability to automate repetitive tasks. HubSpot can work for your team by automatically removing prospects from Contact Lists and Sequences after your reps have engaged with them.

Minimum Automation: At the very least, create the first automation listed below to ensure a more efficient workflow:

IF a meeting is booked (Call outcome = Answered - Booked Meeting)

OR the prospect is disqualified (Call outcome = Objection: Not a Priority, etc.):

  • THEN set Lead Status (or whichever field your Active Contact Lists are filtered by) to In Progress, Disqualified, etc.
    • Note: If you filter your Active Lists by a field like Lead Status, this automation prevents prospects from inadvertently being called again.
  • AND Unenroll the contact from Sequence (requires HubSpot Sales Hub Enterprise; if on a lower plan, reps should manually remove prospects from Sequence).

Additional Automation: Consider implementing the following automation for more efficient follow-up:

IF a follow-up is required (Disposition = Busy - Call Later, etc.):

  • THEN set Lead Status to In Progress, etc.
  • AND Unenroll the prospect from Sequence.
  • AND add to a new List for follow-ups: “Hot Leads”.

These automation rules will save you time and ensure that your prospects are appropriately managed throughout the sales process, preventing duplicate calls and ensuring timely follow-ups.

4. Prepare Contact Lists

For Admins:

Efficient prospect management is vital for a successful sales campaign.

Follow our guide to create Contact Lists in HubSpot for your team to load into Orum. These organized lists will be the foundation of your dialing efforts, allowing you to target prospects effectively and keep your sales pipeline in order.

For Reps:

In Orum, you can call prospects from Contact Lists. To get started, follow this guide to create a HubSpot Contact List that you can load into Orum.

These organized lists will be your foundation for targeted outreach, helping you manage your prospects effectively and improve your calling efficiency.

5. Prepare Sequences

For Admins:

Sequences play a crucial role in outbound sales. To streamline your workflow further, follow our guide to update Task Titles and pull Sequence Names and Steps into Orum. This ensures that your team has easy access to the information they need during calling sessions, enabling them to engage with prospects more effectively.

For Reps:

In Orum, you can call prospects who have a due call task in a Sequence, making your outreach more efficient. Orum automatically pulls in tasks from all your Sequences into the "All due call tasks" list. To view the Sequence Name and Step in Orum, you can modify the Task Title in HubSpot. After making your dials, the call tasks will be completed, and prospects will move through the Sequence seamlessly. By preparing your Sequences, you ensure that you're calling the right prospects at the right time, maximizing your chances of success.

6. Apply Sequence Best Practices

For Admins and Reps:

Outbound sequences are the heart of your sales efforts, and how you approach them can significantly impact your pipeline generation and revenue. Consider these best practices:

a. Segment Your Audience: Tailor your sequences to specific audience segments. Personalization increases engagement.

b. A/B Test Your Messaging: Experiment with different messaging and track which approaches yield the best results.

c. Set Follow-up Cadences: Define follow-up cadences to maintain consistent contact without overwhelming prospects.

d. Track and Analyze: Continuously monitor your sequence performance and adjust based on data and feedback.

By incorporating these best practices into your sequences, you can maximize the effectiveness of your outreach efforts.

7. Prepare Your Sequences

For Admins and Reps:

In Orum, you can call prospects who have a due call task in a Sequence, making your outreach more efficient. Orum automatically pulls in tasks from all your Sequences into the "All due call tasks" list. To view the Sequence Name and Step in Orum, you can modify the Task Title in HubSpot. This step-by-step video guide will help you make the necessary modifications. After making your dials, the call tasks will be completed, and prospects will move through the Sequence seamlessly. By preparing your Sequences, you ensure that you're calling the right prospects at the right time, maximizing your chances of success.

8. Making Your First Dial

For Admins and Reps:

Now that you've set up your integration with Orum, it's time to make your first dial. Learn how to use Orum's dialer options and start connecting with your prospects. Check out our separate article on Making Your First Dial to get started.

With these steps completed, you'll be well on your way to harnessing the full potential of the Orum-HubSpot integration.

If you encounter any issues or need further assistance, don't hesitate to reach out to our support team for guidance.

Happy dialing and selling!

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