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Connecting Your Read Account to HubSpot

Updated

 

With Read AI for HubSpot, you get a CRM copilot that improves your HubSpot experience in several ways:

  • Meeting Assistant: Read takes notes during your sales calls so you can focus on your prospects. It syncs meeting notes, action items, and transcripts directly to your Contacts, Companies, and Deals in HubSpot.
  • Ask Read: An enterprise search tool that answers questions using your HubSpot data, past meeting transcripts, and other sources like email, chat, and documentation platforms.
  • CRM Recommendations: Read analyzes your HubSpot deals and recommends when they’re ready to move to a new stage. See Using Read's CRM Recommendations for HubSpot.

Read AI helps you catch up on prospects before your calls by reviewing past notes. It can answer questions during your calls, and it keeps HubSpot up to date as your deals progress.

Prerequisites

  • The HubSpot integration is only available on Pro, Enterprise, and Enterprise+ plans.
  • The first Read AI user in your Workspace to connect must be a HubSpot Super Admin or a user with App Marketplace Access permission. Other users can connect after that.
  • Consider connecting HubSpot for your entire Workspace instead of just your own account. See Connecting your Read Workspace to HubSpot.

Getting started

  1. Go to the HubSpot integration page in your Read AI account and click Connect.
  2. When prompted, sign in to your primary HubSpot account.
  3. Review the requested app permissions, then click Connect App.
  4. You’re done!

Integration settings and options

Once you’ve connected HubSpot, you can choose these settings:

  • Auto-Push Meeting Notes to HubSpot: The core of the integration. Read syncs meeting notes to your Contacts and their associated Deals in HubSpot.
  • Incorporate HubSpot data into Read: Lets Ask Read use your HubSpot data, and lets Read recommend deal stage updates.
  • Create new HubSpot Contacts: Creates a new Contact when no matching contact exists in HubSpot.
  • Include Meeting Transcript: Attaches the full meeting transcript to the HubSpot meeting activity as a file. When this is off, only the summary is included.
  • Sync past meetings: Adds all your past meeting reports that included external participants to HubSpot.

Finding synced meeting reports in HubSpot

With auto-push, each meeting report syncs to the Contact records of external participants in HubSpot. It also appears on any Deals associated with those Contacts. To sync a report to a Company record, use Push to HubSpot from within the report.

You’ll find the report in the Activity tab of the Contact, Company, or Deal, under Meetings.

Important notes

  • Only external participants (people whose email domain is different from yours) can have meeting reports synced to their HubSpot record.
  • If a participant doesn’t have a Contact record in HubSpot at the time of the meeting, and Create new HubSpot Contacts is turned off, the report won’t sync to that participant.
  • Meeting reports also appear on any Deals the Contact is associated with.
  • Meeting notes only sync automatically if you have Owner or Editor access to the report when it’s first created.
  • Meetings where you add Read manually don’t sync automatically, because there’s no calendar invite. This includes:
    • Pasting the meeting link into Add to live meeting on the Read website
    • Inviting Read through Read’s apps
    • Adding Read with the browser extension

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