Integrations

Hubspot Integration Guide

Automate HubSpot contact management with Lindy's Meeting Notetaker. Capture meeting notes, get a summary via Slack & update CRM records automatically.

Keeping your CRM up-to-date is critical for effective sales and relationship management. With our powerful HubSpot integration, you can automate contact-related tasks directly within your Lindy workflows, ensuring seamless data flow and saving valuable time. This integration allows you to:

Create new contacts instantly.
Retrieve existing contacts using their email addresses.
Search for contacts based on various criteria.
Update contact information effortlessly.

Example: Create a Sales Meeting Notetaker with Lindy and Hubspot

Our Sales Meeting Notetaker template for HubSpot ensures that every important detail from your sales calls is captured and logged automatically. It records key insights, objections, and critical customer information, then updates your CRM in real-time. If new contact details emerge during the conversation—such as a changed job title, new pain points, or updated deal status—Lindy will attempt to update the CRM accordingly, keeping your records accurate and actionable.

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Step 1: Install the Sales Meeting Notetaker Template

To get started, install the Sales Meeting Notetaker Lindy template. This template is designed to automatically capture meeting notes, summarize discussions and update your HubSpot CRM.

Step 2: Connect Your HubSpot Account

To enable Lindy to update contact records, you’ll need to connect your HubSpot account:

In the Flow Editor, open the HubSpot integration settings.

Click Choose Account and follow the authentication process.

Step 3: Configure HubSpot Actions

Once your account is connected, set up actions to log meeting notes and update contacts:

Open the Update Contact step.
Map the relevant fields.

You can leave the fields on Auto to let Lindy decide whether to use them. If you have specific instructions, use a prompt to guide the AI.

Additionally, you can create custom fields in HubSpot and have Lindy fill them out automatically. For example, you might create a Meeting Notes rich-text field in HubSpot and configure Lindy to populate it with detailed notes from your meetings.

Step 4: Customize for Your Needs

Lindy’s Meeting Notetaker can be tailored to different types of meetings. Here are a few customization ideas:

Sales Meetings: Capture customer pain points, deal stages, and next steps, then sync this information directly with HubSpot’s deal pipeline.
Hiring Interviews: Structure notes to include candidate strengths, weaknesses, and hiring decisions, linking them to HubSpot’s recruiting workflow.

Final Thoughts

By integrating Lindy’s Meeting Notetaker with HubSpot, you ensure that every meeting is documented, action items are clear, and follow-ups are seamless. Start with the template, tweak it to match your workflow, and enjoy a more automated, efficient CRM process!

For more details on setting up a meeting notetaker, check out our Meeting Notetaker with Follow-Up Email guide.

Have more questions or want to connect with other users?
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