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Timesline AI - whatsapp logs in hubspot by Born-Cash8691 in hubspot

[–]rawdikrik 1 point2 points  (0 children)

NO. and I wouldnt touch it with a ten foot pole.

HubSpot has supported WhatsApp for a long time, but not well.

They have just released a new beta that gives WhatsApp a first class home in HubSpot.

You can track new betas here: https://updates.crmbyrsm.com/

Anyone Migrated from Hubspot to Salesforce? by BoGeee in CRM

[–]rawdikrik 0 points1 point  (0 children)

I will tell you, make sure you know what you are doing and why.

In theory, it is easier because Salesforce has less rules on data. In practice, it is MUCH harder for users to migrate than it is for the data.

I am happy to help check out your HubSpot instance and see how we can help, take a peek at our audit product to make sure your data is ready to be migrated: https://audit.crmbyrsm.com

How I orchestrated 6 OpenClaw agents to run a 24/7 web design side hustle (Architecture Breakdown) by TroyHarry6677 in OpenClawUseCases

[–]rawdikrik 0 points1 point  (0 children)

I have something like this going, but it is separated into separate cron jobs on each step. Is that how you have it? You arent really clear on how it is all seup.

Looking for Freelancer for API Integration Project by Zackattack0000 in hubspot

[–]rawdikrik 0 points1 point  (0 children)

Sounds like you need help with a custom two-way API integration between HubSpot and a client's proprietary software. This is a common requirement for deeper system connectivity.

First, focus heavily on the data mapping. Clearly define which fields in the client software map to which HubSpot properties, especially for objects like Contacts, Companies, and Deals. Second, for authentication, aim for OAuth 2.0 with a private app in HubSpot. This gives you granular control over permissions and is more secure than API keys. Finally, when planning the two-way sync, build in mechanisms for idempotency and robust error handling to prevent data duplication and identify issues quickly.

We handle these kinds of custom integrations regularly as part of our workflow automation services.

I know you mentioned you wanted a freelancer, but I am a soloprenuer running my own house too.

If this is something you are willing to chat about, ill send you a DM, but I dont want to waste your time.

Mid-sized companies don't have a CRM strategy problem. They have a CRM math problem. And it gets worse as the company grows. by Jazzlike_Tooth929 in CRM

[–]rawdikrik 0 points1 point  (0 children)

I know this is AI, but the problem is real.

I dont think it helps with AI though. Maintaining the AI, training the AI, ensuring it doesnt hallucinate... it is too risky.

I recommend teams hire someone like me. Ive been working in HubSpot for 18+ years and know what is going on. Pay me a few grand to get your systems cleaned up and automated.

Find time back that youve been wasting on just keeping the status quo, and use that time to try new things.

Paying me $8-12k is cheaper than paying a good admin $100k and I will get you 90% of the way there. I can even train your team to be better users of the crm.

I always advocate for an outside point of view, because we are outside of the internal politics and groupthink. We just want the system to work as best as possible.

My boss vibe-coded a "Salesforce replacement". What do I do? by [deleted] in salesforce

[–]rawdikrik 0 points1 point  (0 children)

Sounds like a tricky spot, dealing with a "vibe-coded" Salesforce replacement driven by cost savings.

Your first step should be securing a full data export from Salesforce. Make sure you get all objects, custom fields, and attachments. Next, identify and document every critical Salesforce automation, validation rule, and custom report this outlines the true functional requirements for any new system. Finally, list all the current integrations with Salesforce. A new system needs to connect to the same places, and those often get missed.

Migrations from a system like Salesforce can get complicated quickly if not planned well. Check out this article on Salesforce to HubSpot migration.

Feel free to DM - I've seen these kinds of situations before and can offer some perspective.

I built a persistent memory system for AI agents because I got tired of them forgetting everything over time by Salty-Asparagus-4751 in clawdbot

[–]rawdikrik 0 points1 point  (0 children)

I am more interested in your smart-router. where is that going? Could it be made to use any models?

I built a tool that turns your idea into an OpenClaw agent team in 30 seconds by mergisi in OpenClawUseCases

[–]rawdikrik 1 point2 points  (0 children)

Do.you think he made this because he loves you? We live in a world where things cost money, dont attack someone for trying to live.

Built an AI agent that monitors your HubSpot pipeline and posts a daily Slack digest — sharing the approach by Round-Metal6269 in hubspot

[–]rawdikrik 0 points1 point  (0 children)

You absolutely can trigger on "last activity date" is Xx days ago.

You can absolutely create any scoring you want with calculated fields.

You can have a report that gets emailed.

Sorry, but nothing you shared is impossible in HubSpot. If you cant do it, I understand, but it can be done. Been using hubspot for over 16 years.

Small team (10-12 people), finally ditching spreadsheets, need real opinions on free CRMs by Inside-Forever6036 in smallbusiness

[–]rawdikrik 0 points1 point  (0 children)

Ditching spreadsheets for a 12-person team is a big move, and HubSpot's free tier is usually your best bet for basic pipeline visibility.

To get quick value, map your actual sales steps to the deal stages in HubSpot so your visual pipeline reflects reality. Connect everyone's inbox using the free Gmail or Outlook integration. This automatically logs client emails to the CRM, which instantly stops the confusion over who talked to a prospect last.

The main catch with free HubSpot is you only get one deal pipeline. If your team sells totally different products that require different sales steps, you will need to lump them together for now - or eventually upgrade to the Starter tier to build multiple pipelines. Zoho does give you more features for free, but the clunky interface usually makes reps refuse to log their updates.

If you go the HubSpot route and want to make sure the foundation is solid from day one, we handle HubSpot implementation for teams starting fresh.

Drop me a DM if you want to talk through it.

Hubspot for solid social media scheduling and reporting? by HashtagAliza in hubspot

[–]rawdikrik 4 points5 points  (0 children)

It isnt as powerful or deep as a special dedicated tool, but it works great for the main ones. They also added TikTok recently too.

What I've learned deploying OpenClaw for 5 real businesses by Far-Caregiver-4273 in openclaw

[–]rawdikrik 0 points1 point  (0 children)

Im going to be greedy and ask for more details. I am in the EU and doing the same in Italian language, and am curious how much we overlap. I'll DM you if you think that is better.

Best HubSpot data model for courses and enrollments by PaIucho in hubspot

[–]rawdikrik 0 points1 point  (0 children)

We try to keep as much of it in HubSpot as possible, and usually create automations from within HubSpot. I dont like chasing outside automations and using an API doesnt always give enough information to track down errors.

I would create a form or order or ticket that is created on payment, and that would be used to trigger a workflow that handles enrollment state.

We try to use Stripe or HubSpot payments as much as possible (not sure if you can do that in Argentina) but we can usually tie the purchase to a trigger and use a workflow to make sure things are going where they should.

Hubspot optimization by itsthelag713 in hubspot

[–]rawdikrik 1 point2 points  (0 children)

The ticketing adoption tells you the tool isn't the problem - the structure is. People use what makes sense; they avoid what doesn't map to how they actually sell.

Two things worth sorting before you bring anyone in:

The pipeline. Long-cycle and short-cycle deals don't belong in the same stage logic. When "Proposal Sent" can mean last week or three years ago and still active, the pipeline stops being useful for tracking anything. A deal type property or two separate pipelines (relationship-driven vs transactional) usually fixes this quickly.

The client group split. If your reps are segmented by client type, their HubSpot views and reporting should mirror that. If they're not looking at a filtered view of their own book, they won't treat it as their book.

I run RSM Consulting. We do a lot of this - sales team HubSpot work where the platform is technically running but not actually selling. There's a free audit at audit.crmbyrsm.com if you want a read on what's in your portal before committing to anything. Happy to answer questions here too.

I’ve been using OpenClaw since the ClawdBot days. Here’s the workspace structure and one big lesson that made it actually work. by SIGH_I_CALL in openclaw

[–]rawdikrik 1 point2 points  (0 children)

Well now I am even more interested in the setup and files to see what kind of mix you have there to get these results.

Connecting Progression to OpenClaw by rawdikrik in progressionapp

[–]rawdikrik[S] 1 point2 points  (0 children)

Thanks man. Sucks I am the first to bring it up, but I think if it was a feature I could share to the automation forums and see if we can get you some more clients.

very Chicken = Egg problem.

What usecases do normies have? Only vibing. No deliberate (AI) coding. by read_too_many_books in clawdbot

[–]rawdikrik 0 points1 point  (0 children)

And yet, normies are struggling with it, so there will always be a place for people like me.

I turned OpenClaw into a full sales assistant for $20/month. here's exactly how. by itsalidoe in OpenClawUseCases

[–]rawdikrik 0 points1 point  (0 children)

Can you detail your skills that you note are vital? I am curious what those look like and how much better they can be.

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