---
title: Ott Deal Workflow for GMAIL and HubSpot
description: Deal Workflow- High Level
---

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1. [Internal Knowledge Base](https://hub.kecpros.com/knowledge-base?hsLang=en-us)
2. [Intro (Legacy): Onboarding to HS + SB Connection](https://hub.kecpros.com/knowledge-base/intro-legacy-onboarding-to-hs-sb-connection?hsLang=en-us)
3. [Sales Information & Procedures](https://hub.kecpros.com/knowledge-base/intro-legacy-onboarding-to-hs-sb-connection?hsLang=en-us#sales-information-procedures)

# Ott Deal Workflow for GMAIL and HubSpot

## This chart explains how a deal is created by sending a HubSpot form in GMAIL and follows the deal through its lifecycle

![](https://hub.kecpros.com/hs-fs/hubfs/undefined.jpeg?width=670&height=374&name=undefined.jpeg)

- [Intro (Legacy): Onboarding to HS + SB Connection](https://hub.kecpros.com/knowledge-base/intro-legacy-onboarding-to-hs-sb-connection?hsLang=en-us#main-content)

    - [CRM Software Guide](https://hub.kecpros.com/knowledge-base/intro-legacy-onboarding-to-hs-sb-connection?hsLang=en-us#crm-software-guide)
    - [Sales Information & Procedures](https://hub.kecpros.com/knowledge-base/intro-legacy-onboarding-to-hs-sb-connection?hsLang=en-us#sales-information-procedures)
    - [Customer Service Information & Procedures](https://hub.kecpros.com/knowledge-base/intro-legacy-onboarding-to-hs-sb-connection?hsLang=en-us#customer-service-information-procedures)
- [General Training and Guides](https://hub.kecpros.com/knowledge-base/general-training-and-guides?hsLang=en-us#main-content)

    - [Orientation to HS and SB Integration](https://hub.kecpros.com/knowledge-base/general-training-and-guides?hsLang=en-us#orientation-to-hs-and-sb-integration)
    - [CX Topics](https://hub.kecpros.com/knowledge-base/general-training-and-guides?hsLang=en-us#cx-topics)
    - [CX Topics - Contact Management](https://hub.kecpros.com/knowledge-base/general-training-and-guides?hsLang=en-us#cx-topics-contact-management)

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