Categorize new HubSpot meetings as first meeting SDR, and find associated deal, and send custom request

Categorize new meetings in HubSpot as first meetings for SDRs to improve scheduling efficiency. Filter engagements and find associated deals, ensuring a smoother onboarding process for your sales team.

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Overview

Categorize new meetings in HubSpot as first meetings for SDRs to improve scheduling efficiency. Filter engagements and find associated deals, ensuring a smoother onboarding process for your sales team.

Categorize new HubSpot meetings as first meeting SDR, and find associated deal, and send custom request