I would like to test out developing a CRM integration that includes our site, intake form, dataroom (box.com), and where the entrepreneur is in our process in real time, our scoring mechanism, and all decision-making next steps via email. The goal would be decile as the hub and central piece of backend decision-making that leads to a front end response that is done through decile hub. Is there a way to reach out to start the development process, or is this something I should look to someone else to develop? Thanks
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3 replies
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Decile Hub can potentially support your needs through its integration capabilities, including CRM, data rooms, and email functionalities. You can explore using Decile Hub's API and Zapier integration to connect with external services like Box.com. For development assistance or to discuss custom integration, consider reaching out to Decile Hub support or your account representative for guidance on starting the development process.
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Decile Hub has a form to collect information from potential portfolio companies that get directly added to Dealflow pipeline. Go to Navigation Settings at the bottom of the Left Nav and enable Website. You will see the form under Forms.
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Hi Destini, I love hearing about managers using Hub to the max like this! As Adeo mentioned, we've got an intake form that is customizable and drops prospects directly into pipelines, if that is of interest. The intake form can opened via a portable HTML link, and can redirect back to your website once completed by the user.
As for API integrations, we've recently rolled out our Zapier integration, which should allow you integrate with just about any application on the internet. You can see the possible actions and triggers here: https://zapier.com/apps/decile-hub/integrations. It includes creating and updating people, organizations and prospects.
Box doesn't offer much in terms of dataroom features on Zapier (https://zapier.com/apps/box/integrations, nothing relating to file visits), but I will mention that Decile Hub has a fully-fledged Data Room system built in, with permissioning and automation closely linked with our own pipelines.
As for API integrations, we've recently rolled out our Zapier integration, which should allow you integrate with just about any application on the internet. You can see the possible actions and triggers here: https://zapier.com/apps/decile-hub/integrations. It includes creating and updating people, organizations and prospects.
Box doesn't offer much in terms of dataroom features on Zapier (https://zapier.com/apps/box/integrations, nothing relating to file visits), but I will mention that Decile Hub has a fully-fledged Data Room system built in, with permissioning and automation closely linked with our own pipelines.
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