Integrations
Circleback HubSpot integration
Yes, Circleback automatically updates HubSpot after each meeting: it logs the meeting and your notes on the matching contacts or deals and turns action items into HubSpot tasks. It does not edit contact or deal fields, and Ask Circleback can create or update records when you ask.
Plan: Pro, Business and Enterprise
How it works
- 1Open Automations in Circleback and select New automation.
- 2Run it after every meeting, or only for meetings that match tags, meeting name, participants or invitee email domains.
- 3Choose HubSpot and connect your account.
- 4Choose whether to log meetings on contacts or on deals.
- 5Choose what to include, then save.
What you can do with HubSpot
- Log each meeting on the matching contacts or deals.
- Turn action items into HubSpot tasks.
- Ask Circleback to search contacts, companies and deals, or create and update records.
Frequently asked questions
It matches the meeting's calendar invitee emails to HubSpot contacts. When you log to deals, the meeting goes on the deals associated with those contacts, and on the contacts too.
A completed meeting with the title, start and end time, and the outcomes you chose, such as notes, action items and AI insights. If the person who recorded the meeting is a HubSpot user, it is assigned to them.
Not automatically. The automation logs meetings and creates tasks on the matching contacts or deals, and skips meetings with no matching contact or deal. To create or update a record, ask Circleback with the HubSpot connector connected.
Yes. Conditions limit an automation to meetings with certain tags, meeting names, participants, invitee emails, invitee email domains or number of invitees. Without conditions, it runs after every meeting.
No. HubSpot automations need Pro or above. Asking Circleback to search HubSpot works on every plan.