Each month we receive a number of queries from customers who are looking to move from Copper (previously known as ProsperWorks) to HubSpot. However one of the biggest challenges they face is the exporting their historic email data out of Copper and into HubSpot. Learn how Threads can help you migrate your data so that you can hit the ground running.
Category: HubSpot
3 Ways To Import Historic Email to HubSpot
If you are moving to HubSpot from another CRM then here are 3 ways to import historic email to HubSpot. Choosing the solution that is right for you business will depend on the total number of emails you wish to import and how far back in time you need to go.
Making the Switch from Salesforce to HubSpot
One of the challenges faced by customers looking at switching from Salesforce to HubSpot is how to import historic emails. The preservation and migration of data is one of the key pain points when deciding whether to move at all. In this post we look at the 2 main ways to achieve these and the…
Why should I give out my password?
In any application like Threads which accesses user messages (eg email) on a user’s behalf there is always the issue of security. How can Threads collect a user’s email on a user’s behalf without knowing the user’s authentication credentials – user name and password? And in sharing this information, is there not a potential security…
3 Reasons To Migrate Your Historic Emails To HubSpot
If you are in the process of moving to HubSpot then the one of the main work-streams involved in the migration will be ensuring that your existing data is migrated seamlessly from your old CRM into HubSpot. In this blog we explore how having your historic email data in HubSpot can benefit your business.
PRESS RELEASE: Threads Becomes A Certified HubSpot App Partner
Threads Software Limited announced that it has earned the HubSpot Certified App Partner designation. HubSpot, a leading growth platform, works hand-in-hand with App Partners to help grow their business through extending the product value of their apps, and distributing quality apps through the HubSpot App Marketplace.
Getting started with HubSpot
CRM software is a must. It enables teams to manage leads and keep a real time record of communications and progress. HubSpot CRM is free and has a streamlined onboarding process. In this post we run through the key steps to getting your business up and running with HubSpot in no time at all!
3 Creative Ways to Use HubSpot for Lead Management
Even the best leads can go overlooked by your team without the right management tool. Learn about top HubSpot lead management methods to find the perfect tool to streamline your processes.
10 Reasons Why You Should Trial Threads HubSpot Integration
Most of our customers are interested in Threads because they want to find a stress-free way to import their historic email into HubSpot but are often not aware of the other features and benefits that the Threads HubSpot integration has to offer. In particular, we are frequently asked how our integration differs from the native HubSpot email sync.
Why Do I Need A Message Hub for HubSpot?
It may seem obvious you would want to know who exchanged messages and when, but in many organisations, this information is commonly lost because it is not always as easy to collect this information as you might think. That is not the case with a message hub though. Read on to learn more.
Customer Service HubSpot Integrations for Calling
Whether you need help with logging or you want to automatically record your calls, HubSpot has a number of integrations to help your customer service teams improve their processes. Here are five HubSpot integrations for calling so you can reach more leads, close more deals, and have a more streamlined process.
How To Automatically Log Incoming and Outgoing Phone Calls In HubSpot
HubSpot already offers a feature to allow outbound calls made through the HubSpot app to be automatically logged. But what about your inbound calls?