Business Development Contact Form

Goal: Allow the BD Team to successfully Create and/or Update a contact record in HubSpot and input necessary Company Information for Leads

When to use this form:

• If I need to update an existing NetSuite contacts information in HubSpot (ie; Phone Number, Email, Title)
  • The HubSpot Contact Record will update
  • Sales Ops will be sent a task to update the NetSuite side
• If I need to add a lead to HubSpot
• If I need to add a new contact to a company to HubSpot
• If I need to add a contact that needs portal access to HubSpot
  • The Sales Executive will receive a task to reach out to the owner of the company and advise them to email this request to icare 
  • Operations will add to NetSuite when they receive permission