HubSpot
Automatically sync meeting notes with your CRM, allowing users to improve note-taking during customer calls and have those notes documented.
Overview
The HubSpot integration enriches every client or prospect meeting with up-to-date CRM insight and logs the conversation back to the contact record when you’re done. Prep, discussion, and follow-up live in one continuous loop, tightening hand-offs across Sales and Customer Success.
How it works
AI-generated notes, along with assigned tasks and next steps, are directly synced to HubSpot with a single click, where they appear as an activity on the associated record. Fields are automatically updated so Hubspot is always up to date.
Benefits
Reps walk into calls fully briefed, notes never languish in personal docs, and everyone who touches the account sees the latest context in HubSpot. The streamlined workflow accelerates follow-up, preserves a complete client history, and keeps revenue teams aligned around a single source of truth.
