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

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To connect your Avoma account with the HubSpot account, follow these step by step instructions.

Let us know your feedback on additional enhancements or any issues you face by emailing at help@avoma.com.

What

Avoma can now auto-sync meeting notes to your connected CRM. Anytime you make an edit or addition to your notes in Avoma, the field within your CRM will be instantly updated.

Why

To continue to automate routine meeting tasks, and allow you to focus on high-level activities.

Details

While in the Notes tab, you will see a CRM sync button. By default, you can manually initiate a sync anytime by pressing the sync button, and “last sync time” will be displayed.

To enable auto-sync, turn on the feature within your CRM settings: Avoma Sidebar Menu > Your Profile Name > Settings > CRM

With tis feature turned on, your Avoma meeting notes will be automatically synced to your CRM five seconds after every edit.

Note: The meeting notes field within your CRM customer profile should always be edited within Avoma. If changes are made to this field from within the CRM, those changes will be over-written by any future edits to the meeting notes in Avoma.