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HubSpot has a feature called 'Pipeline View' in the Deals section that is the equivalent to Pipedrive's Sales Pipeline View. It shows a visual layout of your sales process, so you can see where your deals are at different stages. You can easily move deals between stages by dragging and dropping them.
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To change roles in HubSpot CRM, go to Settings Users & Teams, select the user, and update their permissions. You can create and assign permission sets to manage user roles efficiently.
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HubSpot integrates with over 1,500 apps, including Salesforce, Google Workspace, Microsoft 365, Slack, Shopify, and more. These integrations help streamline workflows and enhance HubSpot’s capabilities.
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To remove HubSpot CRM, go to Settings Account Billing, click the Delete Account tab, and follow the prompts to confirm the deletion. Ensure you back up any necessary data before proceeding.
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Free CRM services that can be used with HubSpot include Pipedrive CRM, Zoho CRM, and Freshsales. These integrations help enhance HubSpot’s functionality by connecting with other tools.
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Key steps include understanding your business needs, assigning a project manager, developing an implementation plan, migrating data, training your team, and continuously monitoring and optimizing the system.
HubSpot CRM
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