Meeting Title: Client Contacts Identification Sync Date: 2025-08-04 Meeting participants: Elissa Mae Cid, Mustafa Raja
WEBVTT
1 00:00:25.990 ⇒ 00:00:27.560 Elissa Mae Cid: Hello, Mustafa!
2 00:00:27.560 ⇒ 00:00:28.730 Mustafa Raja: Hey! How are you?
3 00:00:29.350 ⇒ 00:00:31.369 Elissa Mae Cid: Hi! I’m good. How are you?
4 00:00:31.370 ⇒ 00:00:32.549 Mustafa Raja: Yeah. Doing. Good.
5 00:00:33.910 ⇒ 00:00:36.160 Elissa Mae Cid: Okay, so apologies for my.
6 00:00:36.160 ⇒ 00:00:43.589 Mustafa Raja: No, no! Apologies for not following it up. Last week I was a little busy with the
7 00:00:44.160 ⇒ 00:00:44.899 Mustafa Raja: client work.
8 00:00:45.440 ⇒ 00:00:49.631 Elissa Mae Cid: Yeah, it’s okay, no worries. So
9 00:00:50.480 ⇒ 00:01:01.530 Elissa Mae Cid: I do understand. There are a lot of requests from you, and I have another one, you. But I’ll just post it in the Gpl for today. We can discuss on this 1 1.st
10 00:01:01.760 ⇒ 00:01:02.190 Mustafa Raja: Yeah.
11 00:01:02.749 ⇒ 00:01:12.820 Elissa Mae Cid: So these are the clients that Robert and Itam had previous engagement. Now, my problem actually is.
12 00:01:12.940 ⇒ 00:01:18.670 Elissa Mae Cid: I don’t have the email addresses of these companies
13 00:01:18.880 ⇒ 00:01:30.369 Elissa Mae Cid: and who their contact person was. So I was thinking, maybe you can help me on. I don’t know how to state it. Maybe from the emails of Robert.
14 00:01:31.293 ⇒ 00:01:44.589 Elissa Mae Cid: Yeah, on identifying who the contact people are or who they contacted for these companies. Yeah. So just added it here if you can. Hopefully you can.
15 00:01:45.810 ⇒ 00:01:53.749 Elissa Mae Cid: Add a link in profile that would be great, but if not, it’s fine. But if you can, then that’s great.
16 00:01:53.750 ⇒ 00:02:01.999 Mustafa Raja: Yeah, Linkedin profile, of whom, though for the for the company, or for someone managing it.
17 00:02:03.264 ⇒ 00:02:07.889 Elissa Mae Cid: For the Linkedin profile of the contact identified.
18 00:02:08.120 ⇒ 00:02:14.190 Mustafa Raja: Okay, okay, so I need to 1st identify the contact and then pull up contacts. Linkedin, right?
19 00:02:14.500 ⇒ 00:02:15.750 Elissa Mae Cid: Yes, yes.
20 00:02:15.750 ⇒ 00:02:20.140 Mustafa Raja: Okay, so do we have these on Hubspot. The contacts or not.
21 00:02:21.516 ⇒ 00:02:23.823 Elissa Mae Cid: That’s also another question.
22 00:02:24.400 ⇒ 00:02:28.829 Mustafa Raja: Yeah, let me share. Let me let me share my screen, and we can look into it together.
23 00:02:29.140 ⇒ 00:02:30.019 Elissa Mae Cid: Oh, yeah.
24 00:02:36.730 ⇒ 00:02:41.090 Mustafa Raja: So we’ll see if we have these already.
25 00:02:41.230 ⇒ 00:02:43.619 Mustafa Raja: If if we have the contacts already.
26 00:02:43.860 ⇒ 00:02:46.060 Elissa Mae Cid: That makes it a lot simpler.
27 00:02:51.430 ⇒ 00:02:53.029 Mustafa Raja: How do you log in.
28 00:02:55.005 ⇒ 00:02:59.480 Elissa Mae Cid: Sign in with your hubspot, password.
29 00:03:10.470 ⇒ 00:03:11.460 Mustafa Raja: I don’t know.
30 00:03:26.430 ⇒ 00:03:29.880 Mustafa Raja: Yep, now we these are the deals right.
31 00:03:30.790 ⇒ 00:03:31.650 Elissa Mae Cid: Yes.
32 00:03:31.650 ⇒ 00:03:37.850 Mustafa Raja: Yes, so we need to see if these deals are connected with contacts right.
33 00:03:38.440 ⇒ 00:03:38.990 Elissa Mae Cid: Yep.
34 00:03:40.040 ⇒ 00:03:45.040 Mustafa Raja: Okay. So next, let’s do 2, 3 examples.
35 00:03:47.057 ⇒ 00:03:49.200 Mustafa Raja: So I know what I need to do.
36 00:03:52.110 ⇒ 00:04:00.790 Mustafa Raja: Let’s do shark. Ninja share. My, okay, shark.
37 00:04:05.230 ⇒ 00:04:07.960 Mustafa Raja: Oh, yeah, we have a, we have these.
38 00:04:08.110 ⇒ 00:04:12.610 Mustafa Raja: Yeah, this, this is a lot simpler. I can. I can do this.
39 00:04:13.377 ⇒ 00:04:28.080 Mustafa Raja: So let’s say, let’s say in Hubspot. For a company we do not have. Sorry for a deal. We do not have a company or contact attached to it? What do I do then?
40 00:04:29.388 ⇒ 00:04:35.439 Elissa Mae Cid: Maybe you can scrape it from the email of Robert, or put on, if that’s possible.
41 00:04:37.547 ⇒ 00:04:41.066 Mustafa Raja: if if that’s the case,
42 00:04:42.360 ⇒ 00:04:45.720 Mustafa Raja: I’ll have to do it in clay. Then.
43 00:04:46.460 ⇒ 00:04:47.280 Elissa Mae Cid: Okay.
44 00:04:47.450 ⇒ 00:04:48.160 Mustafa Raja: Yeah.
45 00:04:49.500 ⇒ 00:04:55.430 Mustafa Raja: Yeah. But but firstly, what I would do is I would firstly, scrape from here.
46 00:04:55.970 ⇒ 00:05:04.010 Mustafa Raja: I’ll see if the deal already has a company. And oh, okay, what do I do with more than one contact? Because I see that
47 00:05:04.420 ⇒ 00:05:08.860 Mustafa Raja: we have one contact with the company on, you know.
48 00:05:09.450 ⇒ 00:05:12.270 Elissa Mae Cid: Should I add one more column.
49 00:05:12.490 ⇒ 00:05:15.450 Mustafa Raja: Or what I can do is I can
50 00:05:16.080 ⇒ 00:05:25.189 Mustafa Raja: link these email, put these email both in this call in this row and separate it with a comma.
51 00:05:25.870 ⇒ 00:05:27.070 Mustafa Raja: That’s okay with you.
52 00:05:27.220 ⇒ 00:05:29.299 Elissa Mae Cid: Yeah, that’s fine. Yes.
53 00:05:29.300 ⇒ 00:05:41.890 Mustafa Raja: Yeah, yeah, I guess this is this is, okay, then, and okay.
54 00:05:42.780 ⇒ 00:05:47.270 Elissa Mae Cid: I’ll share it to you. Right you can. You have access to it already? Right? So it’s fine.
55 00:05:48.010 ⇒ 00:05:48.630 Mustafa Raja: Okay.
56 00:05:49.120 ⇒ 00:05:54.299 Mustafa Raja: Okay, yeah. I’ll I’ll I’ll do this today, and I’ll let you know.
57 00:05:54.830 ⇒ 00:06:06.907 Elissa Mae Cid: Okay, thank you so much. And I’ll send another message, Mustafa, on another item. You don’t need it. You don’t need to do it today, but if you can
58 00:06:08.630 ⇒ 00:06:10.869 Elissa Mae Cid: I will send it after our meeting. It’s in.
59 00:06:10.870 ⇒ 00:06:14.180 Mustafa Raja: Oh, okay. After the meeting I thought you already sent it.
60 00:06:14.440 ⇒ 00:06:18.020 Elissa Mae Cid: Yeah, but there’s no need to do today. It’s not urgent, but.
61 00:06:18.020 ⇒ 00:06:25.910 Mustafa Raja: It’s it would be it would be really good if if the tasks assigned to me have a deadline, so I can plan!
62 00:06:26.843 ⇒ 00:06:28.759 Mustafa Raja: Plan my schedule accordingly. No.
63 00:06:29.260 ⇒ 00:06:30.829 Elissa Mae Cid: Yup. Okay. No worries.
64 00:06:30.830 ⇒ 00:06:35.610 Mustafa Raja: So whatever you assign me, please also attach a deadline.
65 00:06:36.320 ⇒ 00:06:38.040 Elissa Mae Cid: Okay. Alright!
66 00:06:38.040 ⇒ 00:06:39.199 Mustafa Raja: Okay, thank you so much.
67 00:06:39.570 ⇒ 00:06:40.850 Elissa Mae Cid: Thank you. Bye-bye.
68 00:06:40.850 ⇒ 00:06:41.600 Mustafa Raja: Bye-bye.