Meeting Title: HubSpot Integration Discussion for Fizz Zero Date: 2026-05-05 Meeting participants: Robert Tseng, Ruixi Wen
WEBVTT
1 00:00:32.810 ⇒ 00:00:33.840 Robert Tseng: Hey, Miranda.
2 00:00:35.690 ⇒ 00:00:37.730 Ruixi Wen: Hi, Robert. Hi.
3 00:00:40.640 ⇒ 00:00:41.490 Ruixi Wen: Erg.
4 00:00:41.880 ⇒ 00:00:45.269 Ruixi Wen: The spicing you’re talking about?
5 00:00:45.600 ⇒ 00:00:48.559 Ruixi Wen: I am reviewing right now.
6 00:00:49.230 ⇒ 00:00:50.740 Robert Tseng: Oh, okay, sure.
7 00:00:55.520 ⇒ 00:01:01.290 Ruixi Wen: Wait, do you mind, like, just debrief me a little bit on, like, what this kind of, like, spike thing should look like?
8 00:01:02.230 ⇒ 00:01:06.099 Robert Tseng: Sure, I guess a spike is really just like a…
9 00:01:06.440 ⇒ 00:01:14.820 Robert Tseng: understanding… I guess, typically, you’re just, like, outside of, like, the…
10 00:01:14.990 ⇒ 00:01:23.650 Robert Tseng: PRD that you’re running with the requirements, if there’s, like, a new feature request, or you need to go and, like, look at another product.
11 00:01:23.810 ⇒ 00:01:35.709 Robert Tseng: Just to kind of, like, guide, like, kind of revisit your approach, that’s just what a spike is. Like, I think, I think we have Spike templates in platform, but,
12 00:01:35.810 ⇒ 00:01:39.350 Robert Tseng: It’s really just for you to understand, like, what,
13 00:01:40.010 ⇒ 00:01:43.870 Robert Tseng: Like, if we need to make any changes. So, like, for this one.
14 00:01:44.200 ⇒ 00:01:47.749 Robert Tseng: Already set up, like, a sequence,
15 00:01:48.230 ⇒ 00:01:55.019 Robert Tseng: And… yeah, I mean, this is basically what I want, like, to be able to have…
16 00:01:55.650 ⇒ 00:02:05.280 Robert Tseng: Multiple emails triggering, like, a LinkedIn connection, a call task, like, there’s just, like, multiple,
17 00:02:05.440 ⇒ 00:02:08.750 Robert Tseng: Yeah, I think this is… the way I read this is, like.
18 00:02:09.330 ⇒ 00:02:12.540 Robert Tseng: This person gets an email. If they open.
19 00:02:12.670 ⇒ 00:02:17.279 Robert Tseng: then they get… then they get hit with a LinkedIn connection.
20 00:02:17.410 ⇒ 00:02:31.000 Robert Tseng: And then, if they also… if they get the other… if they get the second email, then we also can schedule the call. Like, I don’t know, like, this is just, like, a good… like, I think that HubSpot does a… does a sequence thing well already, so…
21 00:02:31.680 ⇒ 00:02:32.480 Ruixi Wen: Hmm.
22 00:02:32.920 ⇒ 00:02:41.120 Robert Tseng: yeah, like, with the tool that you’re building, like, I don’t think you necessarily need to, like, build these things out of… from scratch. Like, if there’s a way to…
23 00:02:41.160 ⇒ 00:02:55.560 Robert Tseng: trigger HubSpot sequences from your app, like, that would be… that would be great. Or, if it’s just, like, a redirect to, like, a sequence that’s set up here, once, let’s say we approve the copy, like, I don’t know how he set this up, necessarily, like…
24 00:02:55.780 ⇒ 00:03:02.449 Robert Tseng: But yeah, I mean, it looks like this is… this is… this is good, like, I… this is all I really need to see.
25 00:03:03.060 ⇒ 00:03:11.949 Robert Tseng: It’s got all the reporting that I need out of… out once the sequence is set up, and it’s got the steps all kind of built out here. So,
26 00:03:13.000 ⇒ 00:03:16.750 Robert Tseng: Yeah, I… I… I think that should be…
27 00:03:16.940 ⇒ 00:03:21.029 Robert Tseng: I mean, I just want you to consider that as you’re building your… your solution.
28 00:03:21.670 ⇒ 00:03:24.359 Ruixi Wen: Gotcha, gotcha. Yeah, that makes sense.
29 00:03:24.660 ⇒ 00:03:32.880 Ruixi Wen: Yeah, so just to clarify, like, is this, like, for, this Fizz Zero, or just, like, for future iterations?
30 00:03:33.310 ⇒ 00:03:41.239 Robert Tseng: Well, so, like… you know, when you’re out tomorrow, I’d like to send the first batch of emails,
31 00:03:42.440 ⇒ 00:03:51.140 Robert Tseng: So… I mean, if you don’t have any tracking or anything set up on it, then I think we should just run it out of here. Like, I’m almost feeling like…
32 00:03:51.410 ⇒ 00:04:00.620 Robert Tseng: I would rather just get the HubSpot tag set up, and I would just run the sequence out of HubSpot. Like, I’m not really sure if we’re gonna be able to send
33 00:04:01.030 ⇒ 00:04:06.339 Robert Tseng: what you’re… building towards by tomorrow. So, I’m like, I’m…
34 00:04:06.570 ⇒ 00:04:11.529 Robert Tseng: once I saw this from Artie, I was like, I think this already, like, kind of does what I wanted.
35 00:04:12.190 ⇒ 00:04:17.390 Robert Tseng: wanted your, your, your tool to do. So… I’m, like.
36 00:04:18.779 ⇒ 00:04:29.360 Robert Tseng: I’m trying to make a call here. I’m like, do I just kill your project at this point, and then just say I’m just gonna run it with this? Or, like, what can you do to help,
37 00:04:29.610 ⇒ 00:04:34.159 Robert Tseng: help with this, right? The objective is still, I want to send
38 00:04:34.550 ⇒ 00:04:36.499 Robert Tseng: I want to send emails, and I…
39 00:04:36.500 ⇒ 00:04:37.260 Ruixi Wen: Bye.
40 00:04:37.260 ⇒ 00:04:42.010 Robert Tseng: Yeah, so… I think this gets me closer to what I want to do.
41 00:04:43.340 ⇒ 00:05:00.110 Ruixi Wen: Gotcha, gotcha. Yeah, I would take a deeper look on this and get back to you soon. But I’m curious, like, what are, like, their email generation, like, like, are these, like, emails, like, manually written, or, like… Yeah, I think you manually wrote these.
42 00:05:00.170 ⇒ 00:05:07.689 Robert Tseng: He might have just, like, used AI and then, like, just manually pasted in here, but it looks like he just manually built this out.
43 00:05:08.440 ⇒ 00:05:10.420 Ruixi Wen: Gotcha, gotcha, gotcha.
44 00:05:11.170 ⇒ 00:05:17.699 Ruixi Wen: Yeah, I would say, like, this HubSpot, dashboard thing definitely looks very good and very…
45 00:05:17.870 ⇒ 00:05:23.150 Ruixi Wen: Very clear, the sequencing, the linking, the call tags, all that.
46 00:05:23.250 ⇒ 00:05:28.800 Ruixi Wen: Yeah, it seems like right now, like, maybe the only parts…
47 00:05:29.830 ⇒ 00:05:41.819 Ruixi Wen: that could, like, like, add more while, this is probably, if I understood correctly, it’s probably just, like, the part, like, my tool compared to this could have, like, more,
48 00:05:42.470 ⇒ 00:05:48.890 Ruixi Wen: they consume more data, and they probably can write emails better, but that’s the assumption.
49 00:05:48.890 ⇒ 00:05:52.860 Robert Tseng: I feel like your tool ends up being drafting, and then if it can, like, somehow…
50 00:05:53.100 ⇒ 00:06:04.180 Robert Tseng: I mean, even if I have to just copy-paste a copy into here, or whatever, like, that’s fine, I’ll have to vote things for now, but, like, I just need to close the loop here. And so, I think, like, from a…
51 00:06:04.450 ⇒ 00:06:10.700 Robert Tseng: orchestration deployment perspective, this is… this is fine. Like, I think I can literally trigger this, like.
52 00:06:11.500 ⇒ 00:06:14.470 Robert Tseng: Whenever I decide to. I can just sweat.
53 00:06:14.640 ⇒ 00:06:27.549 Robert Tseng: enroll contacts, start to, like, select them. So, yeah, like, I want this to be the deployment. I don’t… I just don’t think you’re gonna be able to get to this. I don’t even think we need to recreate this by, you know, by the time you’re out. I just…
54 00:06:27.700 ⇒ 00:06:41.940 Robert Tseng: the lead list selection, plus also the drafting can be from your tool, and then it just needs to end up in here so that I can tell Hannah to trigger it. Like, that’s… I think that seems to be the way… the fastest way to get this out.
55 00:06:42.540 ⇒ 00:06:48.250 Ruixi Wen: Mmm, I see, I see. And I guess, like, this one can just, like, automatically, like, send out as well.
56 00:06:49.470 ⇒ 00:06:50.440 Robert Tseng: Yeah, well…
57 00:06:50.440 ⇒ 00:06:51.309 Ruixi Wen: It has, like, a…
58 00:06:51.310 ⇒ 00:06:56.530 Robert Tseng: I’m unsure if it, like, follows all the right procedures on, like.
59 00:06:56.650 ⇒ 00:07:09.700 Robert Tseng: domain warming and, like, whatever the heck we do on… when we’re sending out cold emails. So, yeah, like, I’m not… I’m not sure. Like, I think this would be a good RD question to ask.
60 00:07:11.520 ⇒ 00:07:30.779 Robert Tseng: Yeah, I mean, he clearly is a HubSpot guy, so I… I guess, like, I kind of need you to… to do the… to do the QA as well, right? So, like, what… what is… what does good look like here? Like, if I send out 500 emails and my email gets, like, banned, like, that would be a huge risk, and, like, that would… that would be bad, right? So…
61 00:07:31.180 ⇒ 00:07:31.700 Ruixi Wen: I need to…
62 00:07:31.700 ⇒ 00:07:34.879 Robert Tseng: I need to protect my domain somehow, and I don’t know if this does.
63 00:07:35.780 ⇒ 00:07:37.109 Ruixi Wen: Yeah, yeah, yeah.
64 00:07:37.440 ⇒ 00:07:50.139 Ruixi Wen: Yeah, and also for the lead list, do we even need to, like, go from my two? Because, like, this is, like, literally sitting on HubSpot. What’s the point of, like, selecting lead lists, like, from my platform?
65 00:07:50.370 ⇒ 00:07:57.220 Robert Tseng: Yeah, so, well, like, how would you… what, you want me to just, like, build a list here or something, and then,
66 00:07:58.440 ⇒ 00:07:59.460 Robert Tseng: Let’s see…
67 00:08:08.960 ⇒ 00:08:11.629 Robert Tseng: Companies, and legal.
68 00:08:20.830 ⇒ 00:08:23.810 Robert Tseng: Contacts will be in legal terms.
69 00:08:25.950 ⇒ 00:08:27.180 Robert Tseng: Let’s see…
70 00:08:38.440 ⇒ 00:08:41.140 Robert Tseng: you know That’s odd.
71 00:08:45.540 ⇒ 00:08:46.500 Robert Tseng: Great.
72 00:08:59.990 ⇒ 00:09:02.709 Robert Tseng: Preview, okay, 24,000.
73 00:09:03.110 ⇒ 00:09:04.620 Robert Tseng: Seems pretty good to me.
74 00:09:07.040 ⇒ 00:09:08.090 Robert Tseng: threatens.
75 00:09:11.430 ⇒ 00:09:12.710 Robert Tseng: I have a problem.
76 00:09:32.380 ⇒ 00:09:33.370 Robert Tseng: I mean…
77 00:09:38.960 ⇒ 00:09:40.610 Robert Tseng: Absolute…
78 00:10:04.970 ⇒ 00:10:12.689 Robert Tseng: Okay, so, I mean, I don’t know if this is everyone, but, like, I mean, just a quick glance, this looks like most…
79 00:10:13.430 ⇒ 00:10:24.619 Robert Tseng: I mean, they all mostly look like… Legal people, so… What is this? Cognition IP…
80 00:10:25.530 ⇒ 00:10:30.080 Robert Tseng: Darrow AI… no, I don’t think this is right. Repeat Darrow AI…
81 00:10:37.000 ⇒ 00:10:39.409 Robert Tseng: Oh, legal intelligence?
82 00:10:40.510 ⇒ 00:10:41.380 Robert Tseng: Hmm.
83 00:10:43.020 ⇒ 00:10:46.540 Robert Tseng: Oh, I see, there’s a lot of legal, like, tech companies in here.
84 00:10:47.840 ⇒ 00:10:49.400 Robert Tseng: Which is, like…
85 00:10:52.400 ⇒ 00:10:58.420 Robert Tseng: Yeah, well, I mean, we don’t have their email anyway, so it’s not gonna be… I want to…
86 00:11:00.320 ⇒ 00:11:03.330 Robert Tseng: Exclude, products, please.
87 00:11:09.300 ⇒ 00:11:26.589 Robert Tseng: Yeah, so anyway, I’m, like, going through this now, and, like, trying to take this end-to-end. Like, yeah, maybe I will be able to do everything I want in HubSpot. Like, it’s gonna take me a while, but yeah, I mean, I’m kind of, like, looking at… I need to fill the pipeline, ASAP this week, so…
88 00:11:26.770 ⇒ 00:11:36.650 Robert Tseng: I… I mean, I kinda wanna… I… I’m… I’m gonna… I’m gonna… I’m gonna just send it next, like, tomorrow, so whatever we have ready, I’m just gonna send it, so…
89 00:11:36.650 ⇒ 00:11:49.659 Robert Tseng: I… I mean, at this point, I don’t really feel like I have any more product feedback at this point. Like, I’m… I’m just trying to make it work. I think you know… you know exactly what I’m trying to do at this point, so I think… I think you should try to…
90 00:11:49.690 ⇒ 00:11:56.040 Robert Tseng: try to help me, like, get to the… get to that outcome. Like, I think that’s… that’s… that’s all… that’s all I really care about at this point.
91 00:11:56.840 ⇒ 00:12:07.390 Ruixi Wen: Yeah, yeah, totally. I think that what makes sense, I guess, is, like, for me to connect with already to really know, like, the scope as well, like, the risks for this, like, hotspot setup.
92 00:12:07.510 ⇒ 00:12:13.179 Ruixi Wen: And then we try to, like, set it up ready for you.
93 00:12:14.090 ⇒ 00:12:19.319 Robert Tseng: Okay, yeah, well, I mean, it’s kind of like, yeah, I didn’t know what I didn’t know, so, I mean, he…
94 00:12:19.320 ⇒ 00:12:19.760 Ruixi Wen: Yes.
95 00:12:19.760 ⇒ 00:12:24.709 Robert Tseng: aware of my problem, he built his own thing. I think what he has in here is…
96 00:12:24.890 ⇒ 00:12:29.979 Robert Tseng: pretty good, and now that I’m, like, actually clicking around in here, like, I… I feel like…
97 00:12:30.260 ⇒ 00:12:43.320 Robert Tseng: I could just send it out from HubSpot alone, and I just wouldn’t even use your tool, which, I mean, I don’t know if that’s a… I don’t know if that’s a good thing or not. So, I would like to know, like, what the trade-offs are, because if…
98 00:12:43.320 ⇒ 00:12:43.820 Ruixi Wen: Mmm.
99 00:12:43.820 ⇒ 00:12:51.320 Robert Tseng: I don’t know, I’m just going to send it with HubSpot tomorrow, and that could end up being… that could end up being bad, and
100 00:12:52.130 ⇒ 00:12:57.300 Robert Tseng: Yeah, okay, I’m just letting you know, I do need to send out emails tomorrow, though.
101 00:12:57.700 ⇒ 00:12:59.130 Ruixi Wen: Totally, totally. Yeah.
102 00:12:59.580 ⇒ 00:13:07.679 Ruixi Wen: Yeah, yeah, yeah, I think that sounds, good to me, and I think I’ll… I can get back to you, like, in an hour or two to see, like.
103 00:13:07.860 ⇒ 00:13:14.129 Ruixi Wen: What are some scenes, like… Like, the risks you were worrying about, like, the trade-offs winning here.
104 00:13:15.410 ⇒ 00:13:22.779 Robert Tseng: Yeah, yeah, just, like, help me understand, like, we were building towards something, here’s a different solution, like, which one should I use?
105 00:13:22.780 ⇒ 00:13:23.130 Ruixi Wen: on the train.
106 00:13:23.130 ⇒ 00:13:32.740 Robert Tseng: write-offs, like, I need… I just need to know those things, because I think, like, go live is tomorrow, so, yeah, like, I… like, just, I just need this… I just need this working.
107 00:13:33.220 ⇒ 00:13:35.030 Ruixi Wen: Yes, yes, totally, totally.
108 00:13:35.700 ⇒ 00:13:36.420 Ruixi Wen: Yeah
109 00:13:37.210 ⇒ 00:13:48.200 Ruixi Wen: Cool, yeah, yeah, I think this is also, like, pretty mind-blowing to me on, like, the HubSpot one. Seems, like, definitely a lot more, comprehensive in a way than…
110 00:13:48.430 ⇒ 00:13:51.779 Ruixi Wen: than Herridge, and,
111 00:13:52.620 ⇒ 00:13:58.909 Ruixi Wen: Yeah, it seems more enhancers in a way than huge dashboard, and closer to what you want, for sure.
112 00:14:00.150 ⇒ 00:14:00.840 Robert Tseng: Yeah.
113 00:14:04.250 ⇒ 00:14:06.599 Robert Tseng: Okay, that’s all I got.
114 00:14:06.710 ⇒ 00:14:16.420 Robert Tseng: I will probably come back to this end of day tomorrow, because, but yeah, I guess, let me know if there’s anything else.
115 00:14:16.420 ⇒ 00:14:16.780 Ruixi Wen: Okay.
116 00:14:16.780 ⇒ 00:14:17.970 Robert Tseng: That you need me for?
117 00:14:18.280 ⇒ 00:14:21.230 Ruixi Wen: Yeah, yeah, yeah. Okay, cool, cool, cool. Sounds good.
118 00:14:21.570 ⇒ 00:14:22.810 Robert Tseng: Okay, thanks.
119 00:14:23.200 ⇒ 00:14:24.740 Ruixi Wen: Okay, thank you, Robert. Bye.