Sync Meeting Notes to CRM (HubSpot)
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Kyle Barkins
Read.ai, Fireflies, and other notetakers are directly integrated with HubSpot and other CRMs to populate related records with notes and recordings. It would be ideal if ClickUp Notetaker would attach a note or meeting to the related attendees in HubSpot via email address. This is critical for sales teams to save time searching and associating, as well as virtual teams when they are joining from a phone or other device.
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Alex Lashkov
Kyle, that is nice idea, we will def look into it! Nice explanation of the workflow, thanks a ton!