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Conectar o HubSpot e o Microsoft Teams

customersupport@hubspot.com (HubSpot Support) — Tue, 05 May 2026 17:11:08 GMT

Conecte o HubSpot e o Microsoft Teams para sincronizar suas comunicações nos dois aplicativos. Se você tiver comentários sobre esta integração, use este formulário para enviar sugestões, solicitações ou ideias.

Criar e enviar cotações

customersupport@hubspot.com (HubSpot Support) — Tue, 05 May 2026 13:12:26 GMT

Depois de configurar os orçamentos, crie e envie-os usando o editor de orçamentos.

Guia de permissões do usuário da HubSpot

customersupport@hubspot.com (HubSpot Support) — Mon, 04 May 2026 22:08:36 GMT

Permissions define how users can work within HubSpot tools they have access to through their seat. Super Admins can set user permissions to control what users can view, create, edit, or delete in an account. For example, you can give a sales rep permission to communicate only with contacts they own, while allowing a sales manager to communicate with all contacts.

Criar módulos personalizados para usar em modelos de orçamento

customersupport@hubspot.com (HubSpot Support) — Mon, 04 May 2026 13:40:21 GMT

As permissões de Superadministrador ou Gerenciar modelos de orçamento são necessárias para criar e configurar modelos de orçamento.

Configurar e usar o Breeze Agent para prospecção

customersupport@hubspot.com (HubSpot Support) — Thu, 30 Apr 2026 17:07:20 GMT

With the prospecting agent, you can enroll contacts to be researched and have the agent execute an outreach strategy, helping you build a more efficient sales pipeline. You can manually select contacts for enrollment in the agent or set up rulesets to automatically enroll contacts based on set criteria. You can also research target accounts and generate emails based on that research without enrolling the companies in the prospecting agent.

Enriquecer dados de contato e empresa

customersupport@hubspot.com (HubSpot Support) — Thu, 30 Apr 2026 16:16:22 GMT

Enriqueça contatos e empresas usando dados do conjunto de dados comerciais da HubSpot. Enriqueça registros individualmente ou em massa. Revise as propriedades de enriquecimento padrão ou configure propriedades de enriquecimento personalizadas.

Saiba como configurar o enriquecimento automático.

Observe: sua conta pode usar nomes personalizados para cada objeto (por exemplo, conta em vez de empresa). Este artigo se refere aos objetos por seus nomes padrão de HubSpot.

Como usar objetos para processos de negócios

customersupport@hubspot.com (HubSpot Support) — Thu, 30 Apr 2026 16:13:30 GMT

Objects represent your customers and business process information. Depending on your use case and HubSpot subscription, there are many objects available, such as contacts, deals, subscriptions, activities, payments, and conversations. If you're a Super Admin, you can activate additional objects, such as appointments and services. You can also create custom objects for use cases unique to your business. All objects are powered by the same data platform. This allows you to associate records and create reports on them.

Criar campanhas usando o Marketing Studio

customersupport@hubspot.com (HubSpot Support) — Thu, 30 Apr 2026 15:11:02 GMT

Use Marketing Studio to design your campaign, create assets, and execute your plan in a single workspace. In Marketing Studio, you'll be able to plan your campaigns and create assets across different channels without switching tools.

When generating campaigns using AI in Marketing Studio, key details such as campaign name, goal, audience, and budget will be added. You can also add AI-suggested assets with built-in tracking directly in Marketing Studio.

Gerenciar configurações de enriquecimento de dados

customersupport@hubspot.com (HubSpot Support) — Thu, 30 Apr 2026 14:54:20 GMT

Use data enrichment settings to control how contact and company records are enriched in your account. Configure automatic and continuous enrichment, define overwrite behavior, customize property mappings, and review enrichment activity. Learn how to get started with data enrichment.

Adicione e atualize contatos em eventos de marketing com fluxos de trabalho

customersupport@hubspot.com (HubSpot Support) — Thu, 30 Apr 2026 13:45:59 GMT

Use um fluxo de trabalho para automatizar o processo de adição e atualização do estado participante desses contatos em seus eventos de marketing.

Observação: essa ação funciona apenas para eventos de marketing criados manualmente no HubSpot. Não pode ser usado para eventos sincronizados por meio de integrações.