Here's a short guide on how to integrate Ciara with HubSpot and start a call with Ciara directly from your HubSpot account.

Integration.

  1. Log in to your Ciara account.
  2. Click your profile icon on the top right.
  3. 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).
  4. Choose HubSpot as your CRM tool and click the connect button.

Step 2.

Step 3.

Step 4.

Sync your notes and follow-up tasks with HubSpot.

  1. Go to your HubSpot account and select a contact in detail view. 
  2. In the right bar, scroll to the button.
  3. Click on the "start new conversation" button in the Ciara box.
  4. 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.

Step 4.

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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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