HubSpot Contacts likely to close and LeadBlitz in PhoneBurner

Summary

This video demonstrates how integrating PhoneBurner with HubSpot ensures your team focuses on the right prospects at the right time. Key steps include:

1. Workflow Setup in HubSpot:

   • Build a workflow that triggers when a contact’s likelihood to close reaches 90% or higher.
   • The workflow moves the qualifying contact into a specific folder in PhoneBurner.

2. Lead Stream Configuration in PhoneBurner:

   • Create a lead stream that notifies top closers when new prospects qualify.
   • The fastest rep to claim the lead gets the opportunity to contact them immediately.

3. Calling and Follow-Up:

   • Once a lead is claimed, reps can initiate a call or start a dial session.
   • After the call, reps can disposition the contact (e.g., schedule a follow-up).
   • Any updates made in PhoneBurner are reflected back in HubSpot.

4. Recycle Rules for Unanswered Calls:

   • If a claimed contact doesn’t answer, the system can automatically recycle the lead back into the pool or assign it to another team member.

This integration streamlines prospecting efforts, ensures follow-ups are timely, and maximizes your team's efficiency in closing deals.

Tags

HubSpot integration, PhoneBurner workflow, lead stream setup, sales productivity, automated follow-up, CRM integration, contact management, closing deals, sales strategy, efficient prospecting

Cleaned-Up Transcript

Your ability to ensure that your team is always focused on the right prospect at the right time is limitless when you integrate your PhoneBurner account with HubSpot.

Imagine being able to notify all of your top closers in real-time whenever a lead that’s in progress, newly attempted to contact, or recently opened reaches a likelihood to close greater than 90%.

Once you've configured your integration between HubSpot and PhoneBurner, setting this up is simple with a combination of a workflow, sync settings, and a lead stream.

Here's how it works:

1. Create a Workflow in HubSpot:

   • Build a workflow that triggers when a contact meets the desired criteria.
   • The workflow moves the contact into a specific folder in PhoneBurner.

2. Configure a Lead Stream in PhoneBurner:

   • Set up the lead stream to notify your top closers when a new prospect gets added to the stream.

Let's go ahead and publish this workflow so you can see it in action.

Here, I have four contacts that currently qualify. I'll enroll them into the workflow, and once the system processes those changes, you'll see a notification in PhoneBurner confirming they now qualify.

All reps assigned to this lead stream will receive a notification, and the fastest one to claim the lead will get the opportunity to call them right away.

Since multiple leads qualify, once I claim one, it’s removed from the pool, leaving the remaining leads available for other reps.

Now that I've claimed this lead, I can either click to call or start a single contact dial session. Let’s go ahead and click to call.

Once connected, I can have my conversation and close the deal. Afterward, I can disposition the contact appropriately.

For instance, if I need to follow up, I’ll select Follow-up, set a follow-up date, and confirm the disposition.

This contact will now move into my follow-up folder with their updated status and follow-up details. Any changes I make to this record will automatically sync back to HubSpot according to my sync settings.

If one of my reps claims a lead and the contact doesn’t answer — no worries! We can set up recycle rules in PhoneBurner to ensure that after a set period, the contact is returned to the pool or moved into another pool for other reps to attempt contact.

This powerful integration ensures your team is always focused on the right prospect at the right time, ultimately closing more deals.

Thanks for taking a moment to watch this video, and happy dialing!