***HubSpot Integration is available for users on the Business or Enterprise Plans***
Overview
The HubSpot integration allows you to easily centralize all your customer information by sending your meeting notes, AI-generated recaps, and action items to HubSpot.
Additionally, the integration will help you prepare for an upcoming call by showing you information about the contact that you’re about to meet with alongside your notes in Fellow.
Setting up the integration
The integration needs to be set up by each user that wants to connect Fellow with their HubSpot account. You can do this by going to User Settings --> Apps & Integrations. More details here
Sending your Notes & AI recap from Fellow to HubSpot
There are two ways that you can send your Fellow notes, AI recap and action items to HubSpot:
1. Sending Automatically
You can configure the integration to automatically send your notes and AI recap to HubSpot three hours after your meeting ends. If there are no AI recap or written notes, nothing will be sent to HubSpot.
If a matching calendar event exists in HubSpot, the Team Notes section is updated with the meeting notes and AI recap.
If no matching event is found, a new meeting will be created in HubSpot and associated with the relevant records.
Tasks from your Fellow will also be created in HubSpot and associated with the relevant records.
If the assignee in Fellow matches a HubSpot user, the task will be assigned to them.
If no match is found or the action item is unassigned, the task will still be created and linked to the relevant records.
The sync of action items from Fellow to HubSpot is one-way and tasks created in HubSpot will be archived in Fellow to prevent clutter.
Once sent to HubSpot, your notes & AI recap will show in the Team notes section of a meeting:
Once sent to HubSpot, your action items will look like this a Task in HubSpot.
2. Sending manually
You can opt to send your notes and AI recap to HubSpot manually by disabling automatic sending in the HubSpot integration settings.
To send the notes manually you will need to navigate to a meeting with an external attendee that has a matching Contact or Lead in HubSpot.
You will then see the option to send notes.
Click Send note to HubSpot. Choose the Contact(s), Company, or Deal(s) that you want to associate with this note. You can also choose whether to include the AI recap.
Once sent, the notes will appear like this in HubSpot under the Team Notes section of the meeting.
Once sent to HubSpot, your action items will look like this a Task in HubSpot.
Viewing HubSpot Info alongside your meeting notes
When a calendar event has an attendee that is external to your organization and has a matching contact in HubSpot, information about that contact will show in a panel alongside your note. The panel will contain relevant information about the contact including the Company and related Deals.