INTEGRATION

Step 1
Log in to your Ciara account, and click on the grey "Settings" icon in the Ciara skills section.

Step 2
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).

Step 3
Choose HubSpot as your CRM tool and click the connect button.


HOW TO USE THE INTEGRATION TO SYNC YOUR NOTES AND FOLLOW-UP TASKS WITH HUBSPOT.

Step 1
Go to your HubSpot account and select a contact or deal in detail view.

Step 2

In the right bar, scroll to the Ciara section.


Step 3

To start a call, click on the "start new conversation" button.

Step 4
A window with all your Ciara playbooks will pop-up. Just select one and the call starts. To ensure that your notes will be synced with HubSpot, check the HubSpot toggle on the top right.

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Let us know via the Ciara app or email if you get stuck and we will help you with your CRM integration

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