With Read AI Meeting Notes for Hubspot, we'll take care of the note taking during your Sales calls, letting you engage more directly with your prospects when it matters most.
- Get Read AI where you do your work-- Read syncs meeting notes, action items, and transcripts directly to your Contacts, Companies and Deals in HubSpot
- Easily catch up on prospect progress with meeting summaries tied to corresponding contacts
- Get a birds eye view of meetings happening across your teams
Getting Started
Before you start: The HubSpot integration is only available on Pro, Enterprise, and Enterprise+ plans. Additionally, a HubSpot Super Admin will need to be the first Read AI user in your Workspace to connect an account before subsequent connections are allowed
- Visit the Hubspot Integration Page in your Read AI account and click 'Connect'
- Enter your HubSpot credentials of your primary HubSpot account when prompted
- Review the requested app permissions-- when you're ready to continue, click 'Connect App'
- You're done!
Integration Settings & Options
Once you've connected Read AI to your HubSpot account, you'll be able to select several configuration options:
- Automatically push Read Meeting notes and contacts to HubSpot- The core functionality of the integration, this enables Read AI to sync Meeting Notes to your Contacts, Companies, and associated Deals in HubSpot.
- Incorporate Hubspot data into Read- This allows us to summarize data for you from your Hubspot account.
- Create new HubSpot Contacts- Enabling this will cause new Contacts to be created if no corresponding contact is found in your HubSpot instance.
- Include Meeting Transcript- When this is enabled, the full transcript from your Meeting Report will be attached to the Meeting Activity as a file. When it's disabled, only summary report data will be included.
- Sync past meetings- When clicked, this will backfill all previous Meeting Reports that included external participants into HubSpot.
Locating Synced Meeting Reports in HubSpot
Each Meeting Report is synced to the external participant's Contact record in HubSpot, and is also viewable on the Company record associated with that Contact. You can find the Meeting Report in the 'Activity' tab of a Contact, Company or Deal, specifically under the 'Meetings' sub-tab:
Please note:
- Only external participants (that is, participants with an email address in another domain than yours) are eligible to have Meeting Reports synced to their HubSpot record.
- If a Contact does not exist as a record in HubSpot at the time of the meeting, and you have 'Create new HubSpot contacts' option in your Read account disabled, then the Meeting Report will not sync to that participant.
- Meeting Reports will also be viewable on the primary Company record associated with a Contact, as well as any Deals that Contact is associated with.
- Meetings where Read is manually added to the meeting (pasting the meeting URL into 'Add to Live Meeting' on the Read website/inviting the assistant via Read's apps/inviting Read via the Chrome extension) won't automatically sync because there is no calendar invite.
- Meeting notes will only sync to HubSpot automatically if you have Owner or Editor access to the report when the meeting report is first generated