Read AI is excited to announce a new integration available to all paid users-- you can now sync your Meeting Reports directly to your Contacts in HubSpot! This feature saves you time and provides the team a comprehensive update on the contact and deal automatically.
HubSpot is a leading CRM platform, used by Sales Teams all over the world to better manage their sales activities and keep track of potential customers. By integrating your Read account with HubSpot, you can easily sync data from your client meetings directly to their relevant Contact record within HubSpot. When you have a client meeting and measure it with Read AI, we will search your Contacts in HubSpot to match to meeting participants. Depending on your settings, you can even choose to have Read create a Contact on your behalf if one does not already exist in HubSpot.
After the meeting concludes, Read will sync the following to each HubSpot Contact that was on the call in the 'Activity' section of the record:
With the HubSpot integration, you'll never need to check your handwritten notes or struggle to remember where you left off with a potential client. You'll be able to catch up on weeks or months of meetings with a quick glance at the appropriate Contact!
To get started, login to your account and visit your Integrations page
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