Using Freshsales with Hugo

Freshsales is a cloud-based CRM suite with a focus on sales and account management, 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 Freshsales for logging customer activities, 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 Freshsales for Hugo integration, you can sync your notes with accounts and deals in Freshsales. When those notes are sent to Freshsales, 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 Freshsales accounts and deals
  • Hugo will detect if a meeting attendee exists in Freshsales and automatically add an action to sync that note to the account

Additional features:

  • For each Freshsales note 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 Freshsales with Hugo

  1. Sign up for a Hugo account and a Freshsales account to get started.
  2. Enable Freshsales for 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.

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