Automatically Send AI-meeting Summaries to HubSpot
Keep your records up to date by syncing your meetings in Grain with your Hubspot records.
Grain simplifies note-taking and data entry so your sales team can focus on selling.
When you connect Grain with your HubSpot account, every meeting with prospects or customers is automatically saved as a note in the relevant Contacts, Companies, and Deals in HubSpot. If a contact doesn't exist, Grain will create a new one for you. These notes include a link to the recorded meeting, details about participants, a summary generated by AI, and key points with clickable timestamps.
This makes it easy to access key sales highlights right within HubSpot, without having to manually enter data or log calls.
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"I save up to 25 minutes after every sales call as Grain automatically generates and adds the call notes in HubSpot for me"
Grain will also analyze deals according to the SPICED sales framework and pass through those fields to HubSpot, providing the context needed to advance deals without requiring manual input. Grain will create a SPICED card within HubSpot and update the properties as a deal progresses through your pipeline.
Benefits
With Grain's HubSpot integration, you can:
- Sync your sales meetings with relevant HubSpot records including Contacts, Companies, and Deals.
- Push conversation data into HubSpot to gain better visibility into pipeline activity.
- Track Deal progression and key elements using the SPICED framework
- Identify coaching opportunities to unstuck deals in your pipeline.
HubSpot is available for users across all the pricing plans. Connect Grain to your HubSpot account now.
Want to learn more about other Grain integrations? View the complete list here.
“The key points from the sales calls are recorded as the deal notes. So, if I want to know what’s happening in a deal, I can just open that deal in HubSpot and have all the highlights from the sales calls ready for me to review.”