About Hubspot + Hugo
Teams who successfully use both tools rely on Hubspot for logging customer activities and creating tasks, and Hugo for managing their meetings - from setting agendas in advance, to capturing notes in the meeting and then sharing those notes with the right people and the tools they use every day.
Here's a quick video that covers how Hugo works with all of our CRM app integrations:
With the Hubspot for Hugo integration, you can sync your notes with customer accounts and deals, and turn actions captured in your notes into Hubspot tasks. When those notes and tasks are sent to Hubspot, they will also include a link back to the Hugo notes so that teammates have the context they need!
There are several features in this integration to help your team push the right information to their CRM, while also being able to seamlessly keep everyone else on the same page.
From within Hugo you can:
- Sync Hugo notes to Hubspot accounts and deals
- Hugo will detect if a meeting attendee exists in Hubspot and automatically add an action to sync that note
- Turn part of your note into a Hubspot task
- For each Hubspot action created in Hugo, a link back to the notes will be included so that teammates have the context they need when reading data in your CRM