Implementing HubSpot for raising capital.

Congratulations on taking an essential step in raising capital! Get started with the videos below.

Part #1

Data Model

Introduction to data model in HubSpot.
Explains objects and properties within the system.
Overview of setting up and managing data.

Part #2

Properties

Details the concept of properties (fields) in HubSpot.
Shows how to create, edit, and manage custom properties.
Emphasizes the importance of customizing properties for specific needs.

Part #3

Deal Pipeline

Covers the creation and customization of deal pipelines.
Demonstrates how to set up stages, probabilities, and order.
Explains how deal pipelines can streamline sales processes.

Part #4

Forms

Demonstrates creating and embedding forms in HubSpot.
Discusses the importance of form customization.
Highlights options for using forms in lead capture.

Part #5

Emails

Explains email templates and automations.
Demonstrates personalization, testing, and email setup.
Provides insights on creating and sending emails effectively.

Part #6

Workflows

Overview of setting up workflows in HubSpot.
Discusses triggers, actions, and conditional branching.
Highlights the power of automating various processes.

Part #7

Deal Record Customization + Go-Live

Demonstrates customization of deal records.
Shows how to display relevant information on the interface.
Discusses final steps for going live with your HubSpot setup.

GP Flow integrates with HubSpot to keep all your investors in sync

Keep your Single Source of Truth
Seamlessly sync contacts from your CRM to GP Flow, ensuring consistent and up-to-date information.

Stay Informed about Your Investors
Automatically track investor activity within your CRM, including distributions, downloads, and subscriptions.

Simplify your Investor Onboarding
Trigger e-signatures and funding requests directly from your CRM pipelines, saving time and manual effort.