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Engine 39 Blog

Shifting Financial Marketing into Gear

Marketing Technology 3m

How Financial Firms Can Use HubSpot’s Deal Pipelines to Track Trade Transactions

Gate 39 Media Staff
Gate 39 Media Staff
June 21, 2022

Gate 39 Media has developed a method for converting HubSpot’s Deal Pipeline into a pipeline that financial firms can use to track trade transactions for existing clients or prospects and we cover these key concepts in this post.

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