Tactiq’s integration with HubSpot allows you to link meeting details, such as transcripts, action items, or summaries, directly to HubSpot contacts. This ensures that you always have relevant information from past meetings available for follow-ups or lead management.
This article explains how to enable HubSpot integration in your workflows, create or edit workflows with HubSpot, and run them to associate meeting notes with specific contacts.
Creating or editing a workflow with HubSpot integration
To add HubSpot integration to your workflow, follow these steps:
Go to the Tactiq dashboard and select
My Workflowsto open the workflow builder. Create a new workflow or select an existing one to edit.
Add a step and select
Share to an integrationand from the list of integrations, selectHubSpot. (If HubSpot is not connected, refer to this article for setup instructions.)
Under
Meeting notes, configure the variables you want to include. For example:
Title:
{Meeting title}Date:
{Meeting start date}Content:
{Output from a previous step, e.g., a detailed summary with citation}
Savethe workflow and give it a name that helps you identify its purpose.
Running a workflow on your meetings
After creating or editing your workflow, you can run it as follows:
Open the Tactiq dashboard and go to your meeting list then select the meeting where you want to run the workflow then, in the
Workflowssection, choose the workflow you want to use.
Select the contact ID you want to associate with the meeting and click
Continueto complete the process.
Viewing meeting notes in HubSpot
After running the workflow, open the associated HubSpot contact. Go to the Activities tab and find the meeting transcript, summary, or action items as part of the contact's activity history.
Need help? Contact support.