How we use Claude to audit client HubSpots — and turn findings into immediate action
How we use Claude to audit client HubSpots — and turn findings into immediate action Most CRM audits take days and produce a report no one reads. Here’s how we compressed that into a single conversation — and walked away with a client-ready roadmap. Every HubSpot we inherit looks fine on the surface. There are […]
How I use Claude with Hubspot
If you haven’t already, plug your Claude into Hubspot – it’s simple and takes maybe 5 minutes. When you plug Claude in, make sure to give it all necessary permissions. You can literally ask Claude when it can access all necessary data. Here are the ways that I then use Claude in Hubspot: Explain why […]
Matching Leads to Accounts in Salesforce
If you’re using Leads and Contacts in Salesforce it can be a bit hard to track all people at the Account level – there’s no native matching of Leads to Accounts in Salesforce. Implementing Lead to Account matching in Salesforce is pretty easy, though – here are the steps: First, create a ‘domain’ formula field […]
