Feature ·
Work from HubSpot tasks
Pull today's open HubSpot tasks into DialSheet as leads, call them, and each HubSpot task completes on its own. Pro.
Settings → CRM integrations → Work from HubSpot tasks. Pull tasks due today or overdue, up to 500, with an optional word filter on the title. They come in as leads tagged HubSpot tasks, and that tag is what is left to dial.
Any call to a pulled lead, or completing its DialSheet task, marks the HubSpot task complete within about a minute, so a HubSpot sequence moves to its next step by itself. A checkbox pulls every morning at 6am in your timezone, and the same page maps each DialSheet outcome to your HubSpot call dispositions.