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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Georg
Same here, we would immediately switch if there was a hubspot integration
Tobias Giesen
That missing integration is basically the only reason why our sales team didn't make the switch to the Clickup Notetaker yet and still uses TL;DV :)
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Marien Dongstra
By means of a trigger when the transcripts are ready, we could automate this. But the trigger isn't there yet.
Shehbaaz Khan
Agreed, Kyle - this is a much-needed feature for sales and account management teams = making the team efficient & process effective.
I have used Chorus with Salesforce and was super helpful to automatically log and sync call activity
Alex Lashkov
Kyle, that is nice idea, we will def look into it! Nice explanation of the workflow, thanks a ton!