Installation by the Administrator
1. Access to Settings: The administrator must log in and go to the settings section.
2. Activation: Activate the integration related to Hubspot using the switch.
You will be redirected to HubSpot to authorize the connection.
Choose your account and accept the requested permissions (read and write access for contacts, companies, and properties).
Click Connect app.
Once this is done, the integration will be enabled for all users in your organization.
Step 2: Configure what you want to sync
From the settings panel, you can enable or disable the different elements that diio can send to HubSpot:
Deals: Allows you to create and associate deals with contacts directly from diio.
Notes: Sends the Key Points as a note to the related contact or deal.
Tasks: Registers the commitments made in meetings as tasks in the CRM.
Properties: You can send information to specific HubSpot properties. To enable this option, write to us at support@diio.com.
Meetings, Calls, and Messages: Creates an activity with a note for each meeting, call, or message recorded in diio.
For Notes, Tasks, and Properties, you can choose whether you want them to sync automatically when each meeting ends or manually using the Update CRM button inside the analysis.
Step 3: Associate deal stages
For diio to classify your opportunities as Won or Lost and display this information in your Dashboard, you must indicate which pipeline stages correspond to each one.
You will see a list of your active pipelines.
For each one:
Select the stages that represent a Won deal (e.g., “Closed Won,” “Cierre ganado,” “Coordinate Onboarding”).
Then select the stages that represent a Lost deal (e.g., “Closed Lost,” “Cierre perdido,” etc.).
Click Save.
With this configuration, diio will be able to show the real status of each deal in your Dashboard, allowing you to easily filter by open, won, or lost deals.
Need help?
Write to us in the help chat or at support@diio.com. We’re here to help you.