If you're interested in watching someone (somewhat unsuccessfully) stumble through using the new 'Association actions now support the Lead object' then, this video is for you!
🚨🚨🚨Warning to test your workflows thoroughly before turning them on, at risk of having Leads deleted from your CRM!
As Alex Bril pointed in a comment on another post, if a Lead doesn't have a Primary associated Contact or Company, it gets deleted from the system!
(Bit of a long one! Watch me on double speed! Ha)
- Hannah#HubSpotTipsAndTricks
There is a new update that's gone Live Today. Association actions now support the lead object and I think I might have posted about this one before, but I thought I'd do a little video based on some of the questions that came back on the post about the lead object. The lead object now being an object by itself. I don't know what it was before it was a, it was a sub object. OK, so it's called association actions now. Lead object and it's the rollout 260914 if you want to find it in the product update space. So one of the questions was around can you create association labels for the lead record now? So to do that for any other object, you'd go settings and then find the object and associations. You can then create the the the labels lead doesn't want here from the other objects. And if I go to the lead object, it doesn't yet. Have that association. So note that you can't create custom association labels. But what you could do is, um, so someone had said Alex Brill, I think it was. About can if you if you associate a second contact to the leads and you want to swap it around so the new contact that the second associated contact is the primary and I am wondering if this new action. So a lead based workflow, let's just ignore that this this name, I'm just kind of testing the functionality. So the lead goes in, there is an action and you can remove the existing label. So you could remove the primary label. I should probably click on this one. So for the enrolled object, the lead associated to an object, select the existing label to remove primary. So you could remove the primary label and then oops. And then there's another action within the CRM. To apply an association labels, so you can set the road lead we want to associate to a contact with the with the primary. And then perhaps there's logic you can implement within this action to associate that second contact to the lead with the primary label automatically. I'm just going to manually. Did I turn this on yet? No, I'm just going to. Manually manually enroll if I've got enrollment on manually, I guess I don't really need reenrollment manually enroll a leads. Um, this lead and my stand box has got 2 contacts, though I've been able to add a second contact, Eric, but mine is the primary and I can't remove the association or edit the association labels manually in this space. So what are we going to do is manually unroll this leads into the workflow to remove the primary tag and then see if I can. Manually at the primary tag back on, um, so enroll individually and it was, I think it was this one. And roll. 102 hundred 2310 it washed that one okay, fab. So we'll just give it attempting to roll that we could just give it a little refresh just to see what happens. Hmm. Nothing happened. Let me have a look in the performance. So the lead went in. What does the action say? Ohh, it hasn't finished. No lead name. The lead and inroads because it was deleted. Ohh so this is actually what you said Alex on your post that. If there isn't a primary contact, the leads were getting deleted by go back. Does it? Has it gone? Ohh it has. So that is something to be mindful of, I guess. Um. I don't know the way around it because if I go back to the workflow. You can't have two leads 2 contacts with the same. Label. I guess that would be. The only other way is to apply the association label primary initially, so let's just go by matching property. And then maybe just create one. Name of Wait what? What did it contact? Let me think about this one second. Umm, OK, so just for the purpose of this, they just created a new field record idea of contact purely so I could just test this out. So OK, the league property record idea of contact. And then obviously there's the native contact record ID fields. And this is just to see. Now my second test is going to be for leads, a new lead that hasn't been deleted. There's a so this is. Ryan Halligan. Not deep Ryan Halligan. Just the fake one and the sandbox. And that's the primary contact for the lead and I've put the record ID from a different contact. And I'm going to see if by instead of having an action that removes the primary but applies it, whether that will work. I think it will just say no because there's already a a a primary. Ally contact against that, I think it was you, wasn't it? Yes. Let's see, this is just going to be not very educational video, but just me. Rambling and and trying to figure something out. Umm. I'm Rd. manually apply association label. No matching record was found. Room Oh, and then it removes the unknown it that it's going to have deleted it again Wait there was definitely. So I just double checked the record idea of contact was did match with one that existed in the sandbox, but I think it's now going to have deleted by it or it did delete Brian, um, not very useful workflow video, sorry. In terms of answering some of those questions, maybe some things to be wary of if you don't want your leads to be. Deleted. No matching record found. No matching record. Hmm. And we were trying to select a property for enrolled record record of contact, select a property of associated record record ID. I wonder why it couldn't find it. Ohh now my lead is gone but this is the record ID. Let me try this one last time. Let's do it on this leads move just. Record ID of contact. There we go, that's definitely a HubSpot Inc 20/20/2023 12:00 Where's my workflow and getting removed This this action, because they don't want it leads to keep deleting. Save that OHH action is missing. Action is invalid missing action. I'm sorry, what? And rode lead associated objectives, contact. Wait, apply association, so already has to be associated. OK, now I understand, so let's go here and add. Um, to contacts. If I add this one first as this stamper as primary, it doesn't. That maybe I wonder if it will move the primary tag from company. Alright, that let me try this one more time. HubSpot Inc. I think it was this one. Oh did I hit save on that? And what? More laid in action. The action was initiated. A little late was removed. Let's have a look Refresh. Oh. It's gone. Why did it remove that? OK, well, mildly concerned. Confused. What are the photos? Maybe primary associated object name is known? What, what, what? Completed at associations, created successfully. Are you gonna come back? Where did he go? Wait, let me cross off all filters. No, no filters on. It's not there. Let me go to. Eric's contact and see. Oh. Ohh OK, it's because it has a new name right? My bad. This one is the lead but it must have a a new. OK understood. So it did work about this seed. And it and it made the the the company record associate as well. OK, interesting. This was a bit of a rambling 10 minute video, my bad. I don't know if this was useful. New update.
HubSpot Tips and Tricks in addition, we had some same sort of association 'orphanage' problem while creating a Custom UI Extension App that received Line items from old Quotes and replaced the current Line items with the chosen old Quote.
Line items without any association existed in the portal, but fortunately they were not deleted (possibly because there is not a scheme association config requirement like the Leads have, like Hannah Fisher mentioned as a suggestion in the other post).
So, it turns out the new workflow action to 'Remove association labels' on the Lead object should be approached with caution - at risk of 'orphaned' Leads being auto-deleted from your database!
So, it turns out the new workflow action to 'Remove association labels' on the Lead object should be approached with caution - at risk of 'orphaned' Leads being auto-deleted from your database!
#HubSpot
If you're interested in watching someone (somewhat unsuccessfully) stumble through using the new 'Association actions now support the Lead object' then, this video is for you!
🚨🚨🚨Warning to test your workflows thoroughly before turning them on, at risk of having Leads deleted from your CRM!
As Alex Bril pointed in a comment on another post, if a Lead doesn't have a Primary associated Contact or Company, it gets deleted from the system!
(Bit of a long one! Watch me on double speed! Ha)
- Hannah#HubSpotTipsAndTricks
Stop wasting hours sending the same docs over and over.
You can create and send personalized proposals *without ever leaving your CRM*
Here we'll show you how PandaDoc connects with most CRMs — so your documents pull in client data automatically and send in seconds.
Your inbox holds some of your most valuable client conversations but if they aren’t tracked, you’re missing key insights.
With JEDI’s Salesforce-to-Gmail integration, every email automatically syncs to your CRM.
No more copy-pasting notes or digging through threads.
You’ll see every client touchpoint in one place, giving you a full picture of your relationships and making follow-ups effortless.
Smarter workflows start with smarter connections.
#JEDIDataSolutions#SalesforceIntegration#DataDrivenAdvisors#FinancialTechnology#DataIntegration#FinancialAdvisors
These are the 3 silent revenue leaks hiding inside your CRM ⬇️
1️⃣ No nurture → Leads come in but don’t hear from you again.
✅ Fix it: Set up automated follow-up sequences. At minimum, 4–5 touchpoints in the first 2 weeks: confirmations, reminders, testimonials, and value-add content.
2️⃣ No attribution → You’re scaling spend without knowing which channels actually drive revenue.
✅ Fix it: Track beyond clicks and CPL. Look at lead-to-close ratios inside your CRM so you know which campaigns generate real pipeline.
3️⃣ Manual data entry → Your team wastes hours updating spreadsheets and your reporting is always behind.
✅ Fix it: Automate data capture. Every form fill, booked call, and deal stage update should sync in real time.
Your CRM should be closing leaks, not creating them.
Follow me for more ways to scale smarter by fixing the systems that fuel your growth!
#crmstrategy#marketingops#scaleyoursaas#founderstrategy#businessgrowth
These are the 3 silent revenue leaks hiding inside your CRM ⬇️
1️⃣ No nurture → Leads come in but don’t hear from you again.
✅ Fix it: Set up automated follow-up sequences. At minimum, 4–5 touchpoints in the first 2 weeks: confirmations, reminders, testimonials, and value-add content.
2️⃣ No attribution → You’re scaling spend without knowing which channels actually drive revenue.
✅ Fix it: Track beyond clicks and CPL. Look at lead-to-close ratios inside your CRM so you know which campaigns generate real pipeline.
3️⃣ Manual data entry → Your team wastes hours updating spreadsheets and your reporting is always behind.
✅ Fix it: Automate data capture. Every form fill, booked call, and deal stage update should sync in real time.
Your CRM should be closing leaks, not creating them.
Follow me for more ways to scale smarter by fixing the systems that fuel your growth!
#crmstrategy#marketingops#scaleyoursaas#founderstrategy#businessgrowth
You can’t fix what you don’t measure.
Most financial advisors using Pipedrive only track revenue.
But revenue is a lagging indicator; it tells you what happened, not why.
We help clients build dashboards that answer:
1. Which pipeline stages create the most drop-off?
2. How many days does a deal sit idle on average?
3. What’s the follow-up rate on inbound leads?
4. How many deals were lost without a single meeting?
When your CRM shows this kind of data, you don’t need guesswork; you get leverage.
📈 Example: One Axis client cut their sales cycle by 31% just by fixing one stage where deals sat for 8+ days on average.
Insight doesn’t require more tools. Just better use of the ones you already have.
Follow Boris Tsibelman for CRM insights that show you what’s really slowing down your pipeline.
#Pipedrive#PipedriveCRM#PipedriveInsights#CRMData#SalesMetrics#AxisConsulting#FinancialServices#PipelineAnalytics#BorisTsibelma
In this video, we unpack what we mean when we say:
"We help sales leaders, reps & operation teams enrich Pipedrive and HubSpot with actionable information so they can systematically close enterprise clients."
Here is a brief summary:
The vizrm CRM extension is designed to help SMB sales organizations improve and streamline enterprise sales processes. Create more transparency of your prospects’ buying centre, standardized processes for prospecting and selling into key accounts, and improve your overall CRM data quality with vizrm’s LinkedIn CRM Integration, Org Chart Builder and Analytics.
For more information go to https://lnkd.in/dfvnafPW
Ever looked at your CRM and thought, “We have so much data, but no idea what’s actually useful”?
That was Phunware’s reality.
500K+ contacts. 15 years of campaigns. Conflicting automations.
Every board meeting started with the same question: Can we even trust our data?
Using Petavue, they turned that chaos into a verified intelligence layer inside HubSpot;
uncovering new pipeline and ICP clarity in under 3 weeks.
Here’s what changed:
- 3× increase in qualified ICP accounts found from existing data
- Sales-verified opportunity list to target
- 90% reduction in manual data prep for campaign and pipeline reporting
Full story (with before-and-after details) in the comments.
Most businesses don't have a traffic problem. They have a follow-up failure.
We've seen it too often:
→ Leads come in from a Google ad
→ Or a service page form
→ Or a booking widget…
…and then sit. Unassigned. Unanswered. Untracked.
This is where the Conversion Layer of Modern Business Infrastructure (MBI) comes in.
What we build:
Central lead capture—ads, forms, and bookings routed into one CRM
Automated pipeline assignment and owner alerts
A follow-up logic layer: “Still want that quote?” emails if no response in 3 days
It's not just about capturing leads. It's about closing the loop.
Because the longer you wait, the colder the lead.
Conversion = Speed + System + Relevance
This is how we turn attention into action.
Cuex•1K followers
5moHubSpot Tips and Tricks in addition, we had some same sort of association 'orphanage' problem while creating a Custom UI Extension App that received Line items from old Quotes and replaced the current Line items with the chosen old Quote. Line items without any association existed in the portal, but fortunately they were not deleted (possibly because there is not a scheme association config requirement like the Leads have, like Hannah Fisher mentioned as a suggestion in the other post).