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How to link transcript to HubSpot leads

Send your meeting details, conversation and transcript to HubSpot leads

Rielee Velasco avatar
Written by Rielee Velasco
Updated over 3 months ago

With Tactiq's HubSpot integration, you can streamline your team’s workflows by linking meeting transcripts directly to HubSpot leads. This integration allows you to:

  • Keep HubSpot contacts updated with the latest meeting details, including the date, participants, transcripts, and notes.

  • View a lead’s Tactiq conversation history directly in HubSpot.

Connecting Tactiq to HubSpot Integration

  • Follow the setup wizard to link Tactiq with your HubSpot account.

Linking transcripts to HubSpot contacts

Manually link transcripts to HubSpot contacts in just a few steps:

  • Choose the meeting to share from the meeting list then click the share button.

  • Select HubSpot as the destination then pick a contact from your HubSpot list.

Your meeting transcripts will automatically appear as activities in HubSpot, linked to the selected contact.


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