Here's a short guide on how to integrate Ciara with HubSpot and start a call with Ciara directly from your HubSpot account.
- Log in to your Ciara account.
- Click your profile icon on the top right.
- In the left menu bar, select your Team (if you don't have a team yet, you need to create a team before being able to proceed the HubSpot integration - learn how to create a team).
- Choose HubSpot as your CRM tool and click the connect button.
Sync your notes and follow-up tasks with HubSpot.
- Go to your HubSpot account and select a contact in detail view.
- In the right bar, scroll to the button.
- Click on the "start new conversation" button in the Ciara box.
- Ciara will open directly from HubSpot. When finishing your call, Ciara will ask if you'd like to sync your notes with HubSpot and instantly create a follow-up task.
Step 2 + 3.
Let us know via the Ciara app or email if you get stuck and we will help you with your CRM integration