Using Hubspot with Hugo
Hubspot is a cloud-based CRM suite with a focus on inbound marketing and sales, while Hugo provides teams with a common platform to save and share meeting insights in real time.
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.
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
How to integrate Hubspot with Hugo
What is Hugo?
Hugo is a common platform for teams to save and share meeting insights in real time—so that everyone can stay on the same page. It’s free for small teams, simple to use and powerful enough to run your entire business. Learn more about Hugo.