How to install the Ciara x HubSpot integration
Login to your Ciara account and click on the grey "Settings" icon in your Ciara skills section.
In the left menu bar, select "Integrations" in the Team section (if you don't have a team yet, you need to create a team before being able to proceed with the HubSpot integration - learn how to create a team).
Choose HubSpot as your CRM tool by clicking the connect button in the HubSpot box.
You will be re-directed to HubSpot, asking you to choose the account you want to connect and allow Ciara to pull information from your HubSpot account.
How to use the Ciara x HubSpot integration.
The Ciara x HubSpot integration allows you to auto-log your calls and notes from Ciara in HubSpot. To do so, you need to start your calls with Ciara from within HubSpot.
Go to your HubSpot account and select either a contact or deal in the detail view.
In the right bar, scroll to the Ciara section.
To start a call, click on the "Start New Conversation" button.
A window with all your Ciara templates will pop-up. Just select one, and the call starts. All notes or conversation highlights you take will automatically get synced with HubSpot once you finish the call.
Let us know via the Ciara app or email if you get stuck, and we will help you with your CRM integration.