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RepTech Toolkit: Tech Stack How-To’s

Outreach | Syncing a Contact to Hubspot
Aug 5, 2025
video

How to sync a contact that exists in Outreach into Hubspot.

Hubspot | Lifecycle Stages
Aug 5, 2025
link

Confluence doc explaining how contacts move through lifecycle stages in Hubspot.

Hubspot | View the Source of a Contact
Aug 5, 2025
video

How to view the source of a contact in Hubspot

Turning Event Leads into Discos!
Aug 5, 2025
text

A handy guide from the fearless leader of our BSR team.

Hubspot | Read a Contact Record for Previous Engagement
Aug 5, 2025
video

Some tips to see how a prospect has engaged in the past.

Hubspot | How to Mark a Disco as Complete and Sales Accepted/Not
Aug 5, 2025
video

For BSEs, how to mark a discovery call after the call has taken place.