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Integrate with HubSpot

Create an automation to update contacts and deals on HubSpot with meeting outcomes

Stephen van Son avatar
Written by Stephen van Son
Updated this week
  1. Go to the Automations page.

  2. Select Create automation.

  3. Set some conditions for when you'd like this automation to run, or click Next if you'd like it to run after every meeting.

  4. Choose HubSpot from the menu.

  5. Click Connect if you haven't already connected your HubSpot account.

  6. Choose whether to update contacts or deals, for contacts that matching the meeting participants.

  7. Choose what meeting outcomes to include.

  8. Click Done, then Create.

Your automation will run on meetings that match the trigger conditions you set up in step 3 moving forward.

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