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
Go to the
HubSpot Integrations
page in Tactiq and clickConnect
.
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.
Need help? Contact support.