Before you add Deals, you may want to Organize your Deals pipeline - this streamlines your deal input.
Let's look at 3 methods for getting Deals into Hub:
- Importing Deals using the Decile Chrome plugin
- Manually create a Deal
- Use Zapier to automate deal input from another source
Method 1: Import Deals with the Decile Chrome plugin
Use the Decile Chrome plugin to automatically create a Deal based on information you've found online (for instance, on LinkedIn or on a company's page).
Here's a 75-second walkthrough on how to import Deals with the Decile Chrome plugin.
https://www.youtube.com/watch?v=H6zolk6Q8Gk
https://www.youtube.com/watch?v=H6zolk6Q8Gk
Method 2: Add one Deal at a time.
You can always simply click "Add Prospect" and put a deal into Hub. This video shows you how.
Here's a 90-second walkthrough on how to add Deals into Decile Hub manually.
Method 3: Use Zapier to automate deal input from another source
Decile Hub works with Zapier. You can connect any data source like AirTable, HubSpot, or Google Sheets by defining a "trigger" action in those tools that will create your Deal in Hub.
Check back soon for video guides on how to use Zapier to add Deals into Hub.