tl;dv enables you to connect your meeting recordings and notes to your HubSpot contacts. This integration is available for all Pro and Enterprise users.
To connect your HubSpot account to tl;dv, start with step by step instructions below:
1. Connect HubSpot Account
Now you can link your HubSpot account to tl;dv by going to the Integrations page and looking for the HubSpot integration section.
Click on the "Connect" button, give the required permissions, choose your HubSpot account, and complete the authorization steps. Now you should see your HubSpot account is connected to tl;dv's account.
2. Select Configuration Settings
To complete your HubSpot integration setup, you need to make sure you have your preferred configuration settings enabled as shown below:
In order for the integration to work, you need at least one of these options enabled.
To get even more out of your Hubspot integration, don't forget to have a look at this article about how to Map Notes to Specific Fields in HubSpot: Admin Access and Requirements!
3. Select Recording Settings
If you want tl;dv to record and transcribe your scheduled meetings from your calendar, then you will need to select which meetings you want tl;dv to automatically record as shown below from the Preferences page.
Once you have the appropriate automatic recording settings enabled, you don't have to do extra work to record day-to-day meetings.
This way, now you don't have to worry about missing any key customer details from customer conversations and still make sure you capture important details in the HubSpot CRM in a timely manner.
✨ The setup is now completed and all your linked meeting moments will be pushed directly to the HubSpot profile of the contact you had your call with.
4. Setting your Deal Stage
On your recording's page, you can now tag your meetings with the deal stage of your CRM based on your calendar invitees!
With the Deal Stage tags, you can now filter through your Library, your Coaching Hub or your AI Reports more seamlessly to find exactly what you need on the deal stages that interest you.
Here’s how it works:
Enable the Integration: you can activate this feature from the meeting page by clicking “CRM Deal Stage” > “Connect” > "Hubspot" > then enabling “Tag meetings with participant’s Deal Stage", or directly from your Integrations page
Meeting Recording: you schedule a meeting with the client with an active deal in the CRM as a calendar invitee
Tagging: once the meeting is recorded, we pull the deal stage details from the CRM based on your client’s email, saving the deal stage directly to the records of your meeting on Hubspot
With Deal Stage Sync, you can:
Filter through your library, coaching hub, and automated AI reports by deal stage
Dynamically choose meeting templates based on deal stage
We are super excited to have started the CRM Integrations party with HubSpot and Salesforce and are eager to hear your feedback. Got any comments, feedback, or ideas? Shoot us a message on our chat 💬