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: Setup "Boomerang - Contacts Details" to Contact Layout
  - Step 6: Setup "Boomerang - Associated Contacts" to Contact Layout
  - Step 7: Setup "Boomerangs per Account" View in Account Layout
  - Step 8: Setup “Boomerang Section” in Lead Layout
  - Step 9: Setup "Boomerangs per Opportunity" View in Account Layout
- Salesforce Configurations
  - Assign Permission Sets
  - Review and Update Duplication Rules
  - Create ‘Boomerang’ Lead Source Value
  - Bounced Emails Management
  - Create field for Open Opportunities Count
- 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
- Outreach Integration
  - Connect Outreach
  - Setting up Outreach
Platform
Outreach
Onboarding
- Resources
  - AE/SDR User Experience- Boomerangs
  - Handling Boomerang Leads using LeanData

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