Go to the Automations page.
Select New automation.
Set some conditions for when you'd like this automation to run, or click Run after every meeting.
Choose HubSpot from the menu.
Click Connect if you haven't already connected your HubSpot account.
Choose whether to update contacts or deals. Updates are made by matching meeting invitees' emails with contacts on HubSpot.
Choose what meeting outcomes to include.
Click Done, then Create.
Your automation will run on meetings that match the trigger conditions you set up in step 3 moving forward.
