With the HubSpot Integration, you can easily streamline your team’s workflows and link your Tactiq transcription linked to a lead in HubSpot. You can:
Keep your HubSpot contacts updated with the latest meetings details (date, participants, transcripts, notes).
Check your lead’s Tactiq conversation history in HubSpot
Here’s how to get started:
First, install the Tactiq Chrome Extension and run your first meeting
Then turn on HubSpot Integration
Go to the HubSpot Integrations page and click Connect.
Go through the set-up wizard to connect Tactiq to your HubSpot account.
Manually link transcript to contact in HubSpot with a single click
It’s easy to link a transcript to contact in HubSpot. Just click ‘Create contact’ in the HubSpot app in the Inbox, next to the conversation:
In meeting click on the Share button and pick HubSpot as a destination.
Pick a contact from the list
Your leads' and users' conversation transcripts will automatically appear as activities in HubSpot.
Hope you love it! Reach out to us at [email protected] if you have any questions.