HubSpot

Automate data entry in your HubSpot CRM

Setup and Authentication

Step 1: Go to workspace settings

1. From workspace settings, go to Apps and integrations

2. On the HubSpot card, select Configure

Note: You must be a HubSpot admin to connect this integration

Step 2: Authenticate HubSpot

1. Under configuration, select Authenticate, choose the correct HubSpot account, and authorize CustomerIQ to access the required objects

Step 3: Configure properties

Now that you're connected, scroll down through the HubSpot configuration page to the Property Configuration tab.

For each object (Contacts, Accounts, Deals), select the properties you'd like CustomerIQ to update from logged conversations such as emails, virtual meetings, calls, or voice notes.

By selecting a property, CustomerIQ will listen for possible property values within each conversation.

When you're done selecting properties, click "Save Properties"

Property Descriptions: CustomerIQ's AI uses your CRM property descriptions as instructions for how to complete each property. Make sure that descriptions are clear, concise, and provide context where necessary. For example, if you're asking CustomerIQ to capture a dropdown value that uses language specific to your business, like pricing plans, make sure you provide the necessary context for the AI to make the best choice.

What to expect

Conversations

When a voice note is created in CustomerIQ

• We will summarize the note and add as a note in HubSpot on the contact record

• We will search existing contact records by email in order to prevent duplicates

• Any relevant contact, account, and deal properties will be updated

When a meeting is created in CustomerIQ

• We will summarize the conversation and add as an internal note on the meeting activity

• We will search existing contact records by email in order to prevent duplicates

• If there is no existing meeting activity, we will create one

• Any relevant contact, account, and deal properties will be updated