HubSpot deals and Salesforce opportunities integration improvements

Using the HubSpot and Salesforce integrations, you can now push meeting notes, action items, and insights to a HubSpot deal or Salesforce opportunity that is associated with a contact, company, or account.

Previously, Circleback would update the deals/opportunities associated with a contact that you met with. Now, this feature is extended and also updates deals/opportunities associated with the company or account that the contact belongs to.

Existing Salesforce integrations will have this new behaviour applied automatically. If you already have your HubSpot account connected to Circleback, you'll need to disconnect it and reconnect it from Account settings. Once HubSpot is reconnected, existing workflows will work without any further changes.