[HubSpot] Sync and Filter by Sequences

Palina Ivanova

Created Nov 08, 2024

[HubSpot] Sync and Filter by Sequences

35
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Orum - Dashboard

13 Steps
1

Click on the List Dropdown

Click on the list selection dropdown to view your options:

  • All due tasks

  • All one-off due tasks

  • All sequence due tasks

You can also search for a specific sequence by name.

Click on the List Dropdown
2

Select “All Sequence Due Tasks”

Choose this option to call down all your sequence-based tasks or search for a specific sequence by name.

Select “All Sequence Due Tasks”
3

Click on Refresh prospects and call tasks from HubSpot to ensure the latest entries are populated

Click on Refresh prospects and call tasks from HubSpot to ensure the latest entries are populated
4

Navigate to your Personal Settings

Navigate to your Personal Settings
5

Click on Personal Settings

Click on Personal Settings
6

Add Sequence Fields to Display

Add Sequence Fields to Display
7

Type "Task Sequence Name" and "Task Sequence Step"

Type "Task Sequence Name" and "Task Sequence Step"
8

Click on Save, then Close

Click on Save, then Close
9

Click on Filters

Click on Filters
10

Choose which filters to apply

Choose which filters to apply
11

Select columns to adjust the order of the fields in your list view

Select columns to adjust the order of the fields in your list view
12

Drag the fields to align to the desired order in your list view

Drag the fields to align to the desired order in your list view
13

All set! You’re now ready to call down your HubSpot sequence call tasks directly in Orum.

Well done!
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