Getting Started
4 articles in this category.
- Debrief
What is Debrief?
Debrief writes a structured brief and a handoff message when a HubSpot CRM record changes owners, so the incoming rep inherits context, not just the record.
2 min readoverviewgetting-startedRead - Debrief
How a Debrief handoff works
Step by step, from opening a record to the log entry, what happens when you run Draft Brief or Handoff on a HubSpot CRM record.
3 min readhandoffgetting-startedRead - Debrief
Install Debrief from the HubSpot marketplace
The step-by-step install flow, from discovery in the marketplace to your first handoff.
3 min readinstallgetting-startedRead - Property Pulse
Install Property Pulse from the HubSpot marketplace
The step-by-step install flow, from marketplace discovery to your first visible property-change event.
4 min readinstallgetting-startedRead