In this article, we will cover the steps to integrate MeetGeek with HubSpot.
With integrations, MeetGeek can automatically connect to your HubSpot account, allowing you to automatically link calls to the correct contact, company, and deal in your CRM.
How to connect HubSpot with MeetGeek
In the MeetGeek dashboard, go to the Integrations page and click on the HubSpot card.
You will be taken to a window in HubSpot where you should choose an account and grant MeetGeek access to HubSpot.
Click the "Choose Account" button and MeetGeek will integrate with your HubSpot account. You will then be taken back to the MeetGeek Integrations page.
You can now link your call recordings to your HubSpot account.
There are two ways to do this: manually for each meeting or by automating the syncing of every sales call with the CRM using workflows. Let's explore both options.
How to sync past meetings with Hubspot
Let's imagine that you just had a call with a prospect and need to save that record in your CRM of choice, which in our case is Hubspot.
To do this, go to the meeting page of that particular meeting and click the “Share meeting” button.
As you have already connected HubSpot during the first step, you will now see its icon in the list of apps. Click on the HubSpot icon.
You will be offered to select your settings (where to send the meeting record).
Note: The 'Save as meeting' option allows you to decide whether you want your meeting summaries to appear in the 'Meetings' tab in HubSpot (if enabled) or as a Note in 'Notes'.
4. Once you’ve done that, the meeting summary will be immediately linked to the deal with the associated email. If no contact with this email exists in your HubSpot account, a new deal will be created along with the meeting assets.
How to automatically update HubSpot with meeting assets
With MeetGeek, you can easily automate the process of syncing all your sales meetings with your HubSpot CRM.
Note: MeetGeek automatically looks for existing deals, contacts, and companies in your HubSpot CRM. If they don't exist it will create them automatically. You can control this behavior using the advanced options on your Workflows page.
To proceed, head to the Integrations page in your MeetGeek account and enter the Workflows.
Then click 'Create new workflow'.
Choose HubSpot in the 'Send to' field.
4. By selecting “Meeting” or “Highlight” in the “Given a” dropdown you can decide whether to send the whole meeting or just the highlights to your HubSpot account.
5. Call types: Decide what data you want to sync with HubSpot. There are three options:
Internal: only internal calls (participants with the same email domain) will sync Deals, Contacts, and Meeting summaries.
External/Customer: only external calls (with at least one participant with a different email domain) will sync Deals, Contacts, Companies, and Meeting summaries. Important: only customer contacts will be created
All Call Types: will sync Deals, Contacts, Companies, and Meeting summaries for every type of call.
6. That’s it! Click 'Save Workflow' and you’ll automatically see your next MeetGeek meeting synchronized in your HubSpot account.
Below is an example of a deal created automatically with the associated company and contacts. The deal has a meeting entry, which captures the meeting summary and highlights.
Below is an example of capturing customer concerns (MeetGeek highlights) in HubSpot notes.
