HubSpot Automation: How to use tracked terms as workflow triggers

Create tracked terms for all your calls which can trigger workflows and automate manual tasks.

In this HubSpot hack you will learn how you can leverage the "Tracked Terms" feature to enhance your call analysis.

By creating tracked terms that the AI will flag during calls, you can identify key phrases like "purchase order" or "proposal", for example.

Once set up, these tracked terms can trigger automated workflows. Take a quick lesson with me on how to efficiently use these triggers in a workflow to create tasks, add people to lists, send marketing information, and more. This innovative approach ensures that important actions are taken promptly based on specific terms mentioned in your sales calls.

Take a look, try it out and let us know what you think of this feature! 


Author: Chris Grant 

Sales Services and CRM Implementation Consultant