Automatically update HubSpot with meeting notes and action items

This guide shows how to automatically log your client or prospect meetings on HubSpot contacts or deals, with meeting notes, other insights, and a HubSpot task for each action item, so your team has the latest information and follow-up tasks directly in HubSpot.

This is actually pretty straightforward to do with automations in Circleback, let's get started.

1. Login to Circleback. Don't worry if you don't have an account yet, it takes about 2 minutes to create one.
2. Go to Automations from the navigation menu on the left.
3. Create an automation.
4. By default, the automation will run after every meeting. If you'd like, you can choose to have it run after meetings with certain tags or participants. Choose the relevant filters and continue. You can always update this later.
5. Select Update HubSpot.
6. If you haven't yet, connect HubSpot.
7. Once you've connected HubSpot, select whether you want Circleback to log meetings on contacts or deals in HubSpot. Circleback looks up the relevant records using the meeting invitees' emails.

1. Toggle on meeting notes and/or action items and select Done. You can also include outcomes from other insights in the automation as well. Learn more about how to use insights here.
2. Select End the automation.
3. Give your automation a name at the top and press Create in the top right.

That's it! Next time you use Circleback in a meeting, Circleback will log the meeting with the outcomes you chose on the relevant HubSpot records, and create a task for each action item if you included action items. It doesn't edit contact or deal fields.