How does Timeless' Hubspot integration work?
Once you integrate Hubspot with Timeless, your meeting summary & action items will be automatically synced to Hubspot as a note linked to the contacts present in the meeting. If any particular meeting attendee does not exists as a contact on Hubspot, we'll simply create it for you. For every meeting we'll create a separate note on Hubspot, so you can easily find the summary you're looking for!
⚠️ Prerequisite: a summary must be generated first.
This integration only runs after Timeless creates a meeting summary for the meeting. If automatic summaries are turned off — or you don’t have any Agent set to run automatically after each meeting — no summary is created, so this integration has nothing to send and won’t run. Make sure you have an automatic summary, or a summary Agent set to run after every meeting.
Setting up your Hubspot integration
Enter Timeless' Settings, and open the "Integrations" tab.
Select "Hubspot" from the list of supported integrations
Click on "Select account" and then click on "+ Add new account".
Select your Hubspot account and click on "Choose Account"
Scroll down and click on "Connect app" to confirm the integration between Timeless and your Hubspot account.
Click on "Enable" to finalize your Hubspot integration!
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