Sanka Power Search for HubSpot: The Setup Guide
In today’s fast-paced business world, efficiency is key. HubSpot is already an incredible tool for managing customer relationships, but what if you could make it even more powerful? Enter Sanka Power Search—a seamless solution for HubSpot users who need to quickly search and manage custom objects directly within Contacts, Companies, and Deals. With the ability to search, associate, and manage custom objects from within the HubSpot cards, Sanka Power Search enhances your productivity, helping you streamline your workflows.
In this setup guide, we’ll walk you through how to get Sanka Power Search up and running on your HubSpot account, ensuring you can start leveraging this feature immediately.
What Is Sanka Power Search?
Sanka Power Search is an embedded HubSpot app designed to quickly search for custom objects inside Contacts, Companies, and Deals cards. With this tool, you can search for custom objects, view details, and associate them with relevant records without leaving HubSpot. Whether you’re tracking special project information, inventory items, or custom deals, Sanka Power Search makes it easier to find exactly what you need in an instant.
Why Use Sanka Power Search?
Before diving into the setup, here are the key benefits of using Sanka Power Search for HubSpot:
• Instant Search for Custom Objects: Easily search for custom data objects without leaving the HubSpot interface.
• Effortless Associations: Quickly associate custom objects with Contacts, Companies, and Deals, improving your CRM’s organizational structure.
• Enhanced Workflow Efficiency: Save time by accessing all the data you need directly from HubSpot cards, speeding up the workflow for busy sales and service teams.
Now, let’s get to the fun part—setting it up!
Step 1: Install Sanka Power Search on HubSpot
First, you’ll need to install the Sanka Power Search app into your HubSpot account. This is done through HubSpot’s App Marketplace.
1. Log into your HubSpot account.
2. Navigate to the App Marketplace from your dashboard.
3. In the search bar, type “Sanka Power Search” and select the app from the search results.
4. Click “Install App” and follow the on-screen instructions to grant the necessary permissions.
Once installed, Sanka Power Search will be available within your Contacts, Companies, and Deals cards.
Step 2: Configuring Custom Objects
Before using Sanka Power Search, you need to make sure your custom objects are properly set up in HubSpot.
1. Go to Settings in HubSpot.
2. Navigate to Objects and select Custom Objects.
3. Create or configure your custom objects as needed. You can add fields that are relevant to your workflow, such as project ID, SKU, or contract details.
4. Ensure that these custom objects are visible and accessible within your HubSpot records.
Step 3: Accessing Sanka Power Search
Once the installation is complete and your custom objects are set up, you can now access the Sanka Power Search feature directly within your records.
1. Open any Contact, Company, or Deal record within HubSpot.
2. On the right-hand side, you’ll see the Sanka Power Search card.
3. Click on the card, and you’ll be prompted with a search bar to search for your custom objects.
Step 4: Searching and Associating Custom Objects
With Sanka Power Search, you can now quickly find any custom object in your database and associate it with your Contacts, Companies, or Deals.
1. In the Sanka Power Search card, start typing the name, ID, or any field related to the custom object you want to find.
2. The search results will display matching custom objects instantly.
3. Once you find the custom object you’re looking for, select it and click “Associate” to link it to the current record (Contact, Company, or Deal).
Step 5: Customizing the Sanka Power Search Experience
For a more tailored experience, you can customize how the Sanka Power Search displays and searches for objects. Here’s how to tweak it to fit your needs:
• Go to the Sanka Power Search settings by clicking the gear icon in the app card.
• Customize which fields you want the search bar to prioritize (e.g., name, unique ID, or date).
• Adjust how the custom objects are displayed once they’re associated with the record.
Best Practices for Using Sanka Power Search
To get the most out of Sanka Power Search, here are some best practices:
1. Create Clear Custom Object Names: Ensure your custom objects have meaningful names to make searching quicker and more intuitive.
2. Use Associations Strategically: Regularly associate custom objects with relevant records for a more organized CRM.
3. Train Your Team: Ensure that all team members know how to use Sanka Power Search effectively to maximize productivity.
Conclusion
Sanka Power Search is an invaluable tool for HubSpot users, helping you manage custom objects with ease. With this guide, you now have the knowledge to install, configure, and use Sanka Power Search to improve your CRM workflows. Whether you’re managing inventory, tracking unique projects, or handling specialized deals, Sanka Power Search will help you save time and stay organized.
Ready to streamline your HubSpot experience? Get started with Sanka Power Search today and see the difference for yourself!
For more helpful tips on HubSpot and sales management, be sure to check out other resources from Sanka.
