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.
Key Highlights
- Automatically link your meetings in Avoma with appropriate Contact, Company, or Deal records in HubSpot
- Automatically sync Avoma's AI Summarized Notes to appropriate records in HubSpot after the meeting is done
- Update manually edited notes in Avoma to the same Notes instance in HubSpot
- Transcribe and Analyze all HubSpot Dialer Calls in Avoma along with web conferencing meetings
- Filter meetings in Avoma based on Deal Stage and Deal Amount from HubSpot
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 help@avoma.com.