Note: If you don't have a team yet, you need to create a team before proceeding with the HubSpot integration - learn how to create a team.
How to install the Ciara x HubSpot integration
Log in to your Ciara account and go to the settings by clicking on the ⚙️-icon in the Ciara navigation bar. Select "Integrations."
Scroll down to the "CRM" section and Choose HubSpot as your CRM tool by clicking the blue "Connect" button in the HubSpot box.
You will be re-directed to HubSpot, asking you to choose the account you want to connect to 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 asking you if you want to open Ciara will pop up. If you have the Ciara desktop app installed, click on the blue "Launch Ciara" button. If you want to use the web app, click on the "Open Ciara in your browser" hyperlink at the bottom of the pop-up window.
Your meeting summary will now be automatically synced with HubSpot once you finish the call.
💡 Note: If you don't start your Ciara meeting from within HubSpot, you're meeting summary can't be synced to HubSpot!
Let us know via the Ciara app or email if you get stuck, and we will help you with your CRM integration.