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.
đź’ˇLearn more about how Orum integrates with your HubSpot plan
🚨 If you are an Admin, make sure to first complete our Admin Checklist before moving forward
Recommended Browser: Chrome
For the best performance with Orum, we recommend using the Chrome browser. Please make sure you have the latest version installed.
Log in and authorize Orum
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.
Create Automation Rules *Optional
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.
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.
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.
Once you've completed these steps, you're ready to start dialing!Â