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HubSpot

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 the Praiz-generated notes, AI-powered summary & AI Templates into a note
log this Note under the right Contact, Deal, Account
add a replay URL link so you can replay your calls directly from HubSpot

This is what a Praiz summary log looks like in HubSpot:

Praiz AI-Generated Notes - Automatic Call Log 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 > Notesin Marketing > Listsin 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
CRM > CRM Objects > NotesMarketing > ListsAccount > Settings access




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: 12/01/2024

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