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How to link transcript to HubSpot leads
How to link transcript to HubSpot leads

Send your meeting details, conversation and transcript to HubSpot leads

Ksenia S avatar
Written by Ksenia S
Updated over a week ago

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

  1. Go to the HubSpot Integrations page and click Connect.

  2. 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:

  1. In meeting click on the Share button and pick HubSpot as a destination.

  2. Pick a contact from the list

Your leads' and users' conversation transcripts will automatically appear as activities in HubSpot.

Meeting with a transcription linked to a contact in HubSpot

Hope you love it! Reach out to us at [email protected] if you have any questions.

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