Birdview Automation (HubSpot example) | Birdview tutorial

Discover Birdview Automation, designed to seamlessly integrate Birdview with a wide array of your favorite applications and tools. By automating your day-to-day operations, you will be optimizing processes across your entire business ecosystem with ease and efficiency.

Timestamps:
00:03 Create your first automation
00:21 Set up a trigger event in HubSpot
00:37 Choose Birdview to receive data
00:54 Select what data to import
01:06 Set schedule to run your automation (optional)
01:21 Add conditions for the trigger event (optional)
01:49 Create a deal in HubSpot
02:05 Check the result of your automation in Birdview

With Birdview Automation, you can:

🔄 Maintain a stable and continuously operating business ecosystem through reliable automation processes.
🛠️ Customize workflows to meet your business's and different teams' unique needs.
🎯 Eliminate tedious manual tasks, freeing up your team for more strategic work.
⏳ Save time and direct your focus to what matters most.
🚀 Boost team efficiency and productivity like never before.
🤝 Foster better collaboration with a unified platform that connects different teams and tools.

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Birdview is a comprehensive, full-cycle platform aiding organizations to plan, manage, and forecast resources, finances, and projects in one place. It offers total project visibility, enabling teams and clients to oversee their projects effectively, thus promoting growth and streamlined processes.

Birdview presents two distinct products to suit varied client requirements:
- Birdview Project Management helps to balance out team workload and streamlines internal project execution with customizable views and centralized data for effective team coordination and project oversight.

- Birdview Professional Services is tailored for service-oriented organizations and facilitates client project management and collaboration, ensuring smooth service delivery and financial tracking.

Each is loaded with advanced features for control over every project stage. BI-powered dashboards and reports enable data-driven decision-making, enhancing productivity, profitability, and efficiency.

Discover our solutions:

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