When using the Chrome extension on a contact already in HubSpot, the "Update" option replaces "Add", preventing duplicate entries in your CRM. Here's how and why to use this feature:
How Does the "Update" Feature Work?
- Access a Contact:
- While browsing LinkedIn or other platforms with the Chrome extension active, if the contact already exists in HubSpot, the "Update" option will appear instead of "Add".
- Edit Contact Information:
- You can update details such as:
- Email address
- Company
- Name
- After making changes, click "Update" to synchronize the updated information directly in HubSpot.
- You can update details such as:
- Data Synchronization:
- The updated information is automatically reflected in HubSpot, ensuring your CRM remains accurate and up-to-date.
Why Use "Update"?
- Avoid Duplicates: Prevent adding the same contact multiple times.
- Save Time: Access the contact's HubSpot profile with a single click to review or modify details.
- Efficient Collaboration: If multiple salespeople work in the same CRM, you can quickly see if a colleague is already managing this contact and track their progress.
The "Update" feature is a valuable tool for keeping your CRM organized and facilitating effective team collaboration on contact management.