Follow these steps to connect SellMeThisPen with your HubSpot to sync your call notes in just 1 click!
Connect your HubSpot:
📝 Note: You must have an active account on HubSpot.
Open "Settings" page.
Click on the button "Connect" near HubSpot icon.
Follow instructions to sign in to your HubSpot account.
Give access to your HubSpot account for SellMeThisPen application.
Steps to make things work for HubSpot:
Connect your calendar with HubSpot account. (Instruction at the end of the post)
Create a deal and make sure to add contacts with their correct email addresses to each deal. Client's email in your deal should be the same as in the calendar event. This step is crucial, and without the correct email addresses, notes cannot be populated.
Create a meeting in your calendar or join your client’s meeting link.
After event is ended, you can add your notes or generate an AI summary and update the CRM.
Connect your calendar with HubSpot account: