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by Ryan Thibodeaux, September 2024

Accurate and timely data sharing between related records is critical for maintaining a reliable CRM system. HubSpot’s new Property Sync feature has been designed to address this need, enabling automatic …

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Topics:AutomationCRM

by Ryan Thibodeaux, August 2024

In the ever-evolving landscape of CRM and automation tools, HubSpot has consistently been at the forefront of innovation, ensuring that businesses can streamline operations and improve efficiency. One of the …

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Topics:AutomationCRM

by Jonathan Bale, May 2024

On May 14, HubSpot switched all users to a new navigation system. The Goodwood team wanted to share an overview of how the HubSpot navigation is organized for you to …

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Topics:HubSpotCRM

by Ryan Thibodeaux, December 2023

At Goodwood Consulting, we specialize in enhancing CRM systems, particularly HubSpot and Salesforce, through our Insycle integration services tailored for investment managers. We focus on delivering customized features like automated …

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Topics:HubSpotCRMInsycle