HubSpot and Salesforce integration improvements

April 17, 2024

You can now choose to add notes directly to deals in HubSpot or opportunities in Salesforce. If you'd rather have your contacts updated, you can do that too.

To try this out, create a new workflow and choose update HubSpot or Salesforce.

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Take it for a spin

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© 2024 Circleback AI, Inc. All rights reserved.

Circleback

© 2024 Circleback AI, Inc. All rights reserved.

Circleback

© 2024 Circleback AI, Inc. All rights reserved.