Today we are excited to announce seamless integration with HubSpot CRM and dialer.
With this integration, now you no longer have to spend countless hours after a meeting is over entering notes into HubSpot records.
You can always ensure timely data entry and prompt follow-ups with prospect, which will help you close more deals and delight more customers.
To connect your Avoma account with the HubSpot account, follow these step by step instructions: https://help.avoma.com/en/articles/2999972-avoma-integration-with-hubspot.
Let us know your feedback on additional enhancements or any issues you face by emailing at firstname.lastname@example.org.
Avoma can now auto-sync meeting notes to your connected CRM. Anytime you make an edit or addition to your notes in Avoma, the field within your CRM will be instantly updated.
To continue to automate routine meeting tasks, and allow you to focus on high-level activities.
While in the Notes tab, you will see a CRM sync button. By default, you can manually initiate a sync anytime by pressing the sync button, and “last sync time” will be displayed.
To enable auto-sync, turn on the feature within your CRM settings: Avoma Sidebar Menu > Your Profile Name > Settings > CRM
With tis feature turned on, your Avoma meeting notes will be automatically synced to your CRM five seconds after every edit.
Note: The meeting notes field within your CRM customer profile should always be edited within Avoma. If changes are made to this field from within the CRM, those changes will be over-written by any future edits to the meeting notes in Avoma.