Hubspot – Boomerang

Salesforce
- Salesforce Setup
  - Step 1: Installation of Boomerang Salesforce Managed Package
  - Step 2: Create an Integration User for Boomerang
  - Step 3: Connect your Salesforce Integration User
  - Step 4: Create and sync reports to Boomerang App
  - Step 5: Create field for Open Opportunities Count
  - Step 6: Setup "Boomerang - Contacts Details" to Contact Layout
  - Step 7: Setup "Boomerang - Associated Contacts" to Contact Layout
  - Step 8: Setup "Boomerangs per Account" View in Account Layout
  - Step 9: Setup “Boomerang Section” in Lead Layout
  - Step 10: Setup "Boomerangs per Opportunity" View in Account Layout
  - Step 11: Create a “Boomerangs Activity Status” Report
  - Step 12: Add Lead Source as Boomerang
  - Step 13 (Only TAS Customers): Additional Setups
  - Step 14 (Only TAS Customers): Reports Creation
- Salesforce Configurations
  - Assign Permission Sets
  - Review and Update Duplication Rules
  - Create ‘Boomerang’ Lead Source Value
  - Bounced Emails Management
- Salesforce Permissions
  - Permissions for Integration User
  - Permissions for End Users
Hubspot
- Hubspot Input Setup
  - I. Create Active lists for tracking Contacts
  - II. Connect with Boomerang App
- Configuring Hubspot Boomerang Views
  - I. Setup Boomerang List View
  - II. Setup Boomerang Contact View
  - III. Setup Association Cards
- Setting up Plays and Notifcations
  - Boomerang Notifications Setup
  - Hubspot Properties updated by Boomerang
  - Analytics Dashboards
  - Triggering workflows on Hubspot
Integrations
- Okta Integration
  - Boomerang Okta Integration
- Slack Integration
  - Boomerang Slack Integration
- Outreach Integration
  - Connect Outreach
  - Setting up Outreach
Platform
Outreach
Onboarding
- Resources
  - AE/SDR User Experience- Boomerangs
  - Notification Setup Guide
  - Boomerang Sequence Setup Guide
  - Salesloft Setup Guide for Boomerang Job Change Leads
Google Calendar
- Calendar Integration
  - Boomerang Discover
  - Connecting Google Calendar
  - Connecting Outlook Calendar
  - Disable “Discover” on Google Workspace

Hubspot Input Setup

I. Create Active lists for tracking Contacts

II. Connect with Boomerang App

Configuring Hubspot Boomerang Views

I. Setup Boomerang List View

II. Setup Boomerang Contact View

III. Setup Association Cards

Setting up Plays and Notifcations

Boomerang Notifications Setup

Hubspot Properties updated by Boomerang

Analytics Dashboards

Triggering workflows on Hubspot