Tools & Training

Hubspot 101

Welcome to our HubSpot training module! HubSpot is a powerful tool that helps streamline many of our core business processes, from managing customer relationships to automating documentation and sales efforts. By mastering HubSpot, you will enhance your productivity, improve communication, and contribute to the overall success of our company.

Lead Scrub System

In this video I will show you how to use the Lead Scrub System. This system allows you to scrub your own lists within under 5 mins. Press the button below to open the Lead Scrub System

Form Feeder

In this video I will show you how to install and use Form Feeder. Form Feeder allows you to transfer data from Hubspot directly over to Dealertrack with a single click. To download the file click the download button below.

Car Loan Calculator

Below you will find access to the Car Loan Calculator. The Car Loan Calculator helps you find the monthly payment quickly and can help your clients better understand and visualize monthly payments. Click below to access.

Void Deal Process

As part of our ongoing efforts to enhance efficiency and streamline communication for our deliveries, we have automated the creation of delivery chats using Slack. This video will guide you through the process of organizing and creating sections within Slack for your current Delivery Chats and Delivered Chats. Stay connected, stay organized, and ensure seamless delivery operations with our new Slack integration directly from Hubspot.

Ogranization of Delivery Chats in Slack

As part of our ongoing efforts to enhance efficiency and streamline communication for our deliveries, we have automated the creation of delivery chats using Slack. This video will guide you through the process of organizing and creating sections within Slack for your current Delivery Chats and Delivered Chats. Stay connected, stay organized, and ensure seamless delivery operations with our new Slack integration directly from Hubspot.