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
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.