Connect HubSpot with Praiz
This native integration between Praiz and HubSpot will save you time, you won't have to manually log calls or meeting notes anymore!
What you can do with this integration:
log Notes
Praiz will log a note with AI-powered summary & AI Templates, along with a URL link to the recording replay
fill-up custom fields
Praiz can fill-up any custom field
Standard fields are not yet supported.
This is what a Praiz summary log looks like in HubSpot:
Each user must have the following permissions enabled for the integration to be configurable.
You can access this from HubSpot Settings > Users & Teams, and then hover on a user, and click on Edit permissions for every user :
Each user will need to perform these steps to connect his HubSpot account
1️⃣ Browse our CRM integrations
From the Settings tab, click on the CRM tab to configure our CRM integrations
2️⃣ Select the HubSpot integration
Click on See All Integrations and then select HubSpot
3️⃣ Authorize HubSpot
Click on Authorize HubSpot
Select the HubSpot account you want to connect
then click on Allow and Install
The HubSpot integration is now active for you!
What you can do with this integration:
log Notes
Praiz will log a note with AI-powered summary & AI Templates, along with a URL link to the recording replay
fill-up custom fields
Praiz can fill-up any custom field
Standard fields are not yet supported.
This is what a Praiz summary log looks like in HubSpot:
User Permissions Prerequisites
Each user must have the following permissions enabled for the integration to be configurable.
You can access this from HubSpot Settings > Users & Teams, and then hover on a user, and click on Edit permissions for every user :
| in CRM > CRM objects > Notes | in Marketing > Lists | in Account > Settings access |
|---|---|---|
| App Marketplace access should be ON | ||
| Asset Marketplace access should be ON | ||
| Notes should be ON (View and Edit for All notes) | Lists should be ON (with both View and Edit rights) | Edit property settings should be ON |
 |  |  |
Connect your Praiz account with HubSpot
Each user will need to perform these steps to connect his HubSpot account
1️⃣ Browse our CRM integrations
From the Settings tab, click on the CRM tab to configure our CRM integrations
2️⃣ Select the HubSpot integration
Click on See All Integrations and then select HubSpot
3️⃣ Authorize HubSpot
Click on Authorize HubSpot
Select the HubSpot account you want to connect
then click on Allow and Install
The HubSpot integration is now active for you!
Updated on: 17/07/2024