To get feedback from your sales team without logging them in PingMi, set up a feedback property in your Hubspot that gets sent to PingMi via Zapier integration.
! If your sales team already has specific property to log product feedback - just do the second step to set up Zap.
Step 1: Create a HubSpot property for feedback (if you don't have now)
Find Hubspot’s instructions for creating a new property here.
In the left-hand Contacts sidebar, click “View all properties”.
3. Click “Manage properties”.
4. Click “Create property”.
5. Fill out the property settings.
Object type: Select “Contact”.
Group: Choose “Conversion information” or any group that suit better for your workflow.
Label: Select a name for the property. For example “Product Feedback
”.
Field type: Select “Multi-line text”
And click “Create”.
6. Add new property to the view.
Navigate again to Contacts -> in actions select “Customize properties”, find the property you just created, and click “Add to your view”.
Now, you will see this property on every contact.
Step 2: Set up a Zap to send feedback in this property to your PingMi account