Tactiq integrates with HubSpot to help you automate tasks like sharing meeting transcripts, extracting action items, or adding notes directly to your HubSpot records. Whether you're managing events, or linking conversations to companies, contacts, or deals, Tactiq streamlines your workflows.
For example, when your team conducts an intro call with founders, you can extract key points from the conversation, apply your internal scoring, and push the data to HubSpot.
This article explains how to connect Tactiq to HubSpot and start using the integration for your workflows.
Connecting Tactiq to HubSpot
Go to the Tactiq dashboard and navigate to
Account & Settings>Integrations.
Find
HubSpotin the list of available integrations and clickConnect.
If you're not logged in yet, you’ll be redirected to the HubSpot login page. Log in to HubSpot using your credentials and grant Tactiq the necessary permissions to access your account.
In the
Connecting Tactiq to HubSpot page, select your profile underChoose an accountthen clickChoose Account.
On the
This app is requesting access to your HubSpot account. Continue connecting if you agreepage, tick the box to agree to the integration then clickConnect app.
Using the HubSpot integration
To share a transcript to HubSpot, open a transcript in the Tactiq dashboard, click
Share, and select HubSpot. Choose the HubSpot record (e.g., deal or contact) where you want the transcript saved. Check out How to link transcript to HubSpot leads for more details.
To automate actions, create workflows in Tactiq that share transcripts or notes to HubSpot based on triggers like keywords.
Need help? Contact support.