HubSpot CRM integration
ℹ️ This integration has been released in August 2023 and is still in Beta phase, please let us know if you encounter any issue or if you have any feedback to help us improve the already great Praiz <> HubSpot experience!
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 your Praiz recordings under the right HubSpot contacts, companies and deals, automatically
log the recording notes and AI-powered summary as a note
add a replay URL link into so you can replay your calls from HubSpot
Prerequisites
ℹ️ Here is the minimum set of permissions each HS user needs in order for the integration to be functional:
CRM > Notes : access to Everything
CRM Tool > Edit property settings = ON
Marketing > Lists > View = ON and Edit = ON
Account > App Marketplace access = ON and Template Marketplace access = ON
You can access this from the Settings > Users & Teams, and then click on Edit permissions for each user:
1️⃣ Browse our CRM integrations
From the Settings tab, click on the tab CRM 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
4️⃣ Select a HubSpot account
On the HubSpot pop-up that opens, select the HubSpot account you would like to connect with Praiz and click on Select account
click on Select an account
That's it 🎉
HubSpot and Praiz are now connected, you don't need to configure anything else 👌
-----
Still got questions?
Don't worry, our team of experts is available to help you, feel free to ask us anything in the chat or send us an email to [email protected]