Rev Ops
Why 40% of your email activity never makes it into your CRM
Most CRM email tracking depends on reps remembering to BCC a shared inbox. That dependency creates a 40-60% gap in your data. Here's how we closed it entirely using the data your CRM is already collecting, no behavior change required from the team.
What's covered
- >The difference between 'Last Contacted' and 'Last Engagement Date'
- >Reducing webhook volume by 97% with upstream CRM filters
- >Extracting deal IDs from email bodies and PDF attachments
Tools used
HubSpotn8nGmailGoogle Sheets
> coming soon
Full write-up is in progress. Check back soon for the detailed walkthrough.