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 Integrationspage 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:
During a meeting, click on the
Sharebutton.
Select
HubSpotas the destination then pick a contact from your HubSpot list.
Click
Create contactin the HubSpot app within the Inbox, next to the conversation.
Your meeting transcripts will automatically appear as activities in HubSpot, linked to the selected contact.
Need help? Contact support.