Seamlessly export your call notes in Hubspot with fully integrated solution
Hubspot is one of the top rated apps for Sales, Marketing and many other functions. With increasing sales roles in tech industry, it’s necessary that a trusted CRM is in place that can be used across the organization.
Flyte is now integrated with Hubspot! Let’s discuss how this works:
If you are an existing user, use your username and password to log in to your account. If you are a new user, sign up through our website and Flyte support team will onboard you on the platform.
When you log in to Flyte for the first time, you will be taken to the Flyte Notebook page. This page will initially be empty. If you’ve used Flyte before then you’ll see your previous notes in the Notebook section.
In order to connect your Flyte account with Hubspot, click on the “Integrations” icon on the sidebar located on the left hand side of the screen. You will be taken to the Flyte “Integrations” page, where all the apps that you have connected with Flyte will appear. You will see a list of applications on the screen. Below each application is a “Connect” button to connect your account with that application. In this case, please click on the Connect button below the Hubspot app icon.
You’ll be redirected to a page detailing the scopes and permissions requested by the Flyte app for Hubspot, and asked to authorize Flyte to connect with your Hubspot account. Note that if the user is not currently logged in to Hubspot, they will first be asked to log in to their Hubspot account before they see the scopes and permissions page.
Once the user authorizes the Flyte app, the user is seamlessly directed back to the “Integrations” page within Flyte. This time, they should see a “Connected” label below Hubspot, and a “Disconnect” button next to it. This indicates that Flyte is now connected to the user’s Hubspot account.
Once Flyte is connected to a user’s Hubspot account, click on the “Calls” section on the sidebar. Choose call notes under “Highlights” section that you want to export in Hubspot. Click on the “Export” button on the top bar. You will see Hubspot icon on the top bar, click on it.
This will open a “Search” box. You can Search by “Account Name” or “Contact Name”and results will appear in the dropdown from which you can choose the desired account or contact under which you want to export your notes in Hubspot.
Click on “Export” button and notes will appear in Hubspot! Et viola! You updated your Hubspot account! If you wish to disconnect Hubspot from your Flyte account, go to the integrations page again and click “Disconnect” button.
Keyword: Hubspot, Flyte, Integration, Export, Call Notes, Sales, Marketing, CRM
Use Flyte! Our voice recognition technology helps business professionals take impeccable meeting notes and capture action items and insights from every call. You get actions and questions that keep you focused and in control, meaning your customers stay happy and engaged. No more paper-pushing and manually delivering actions.
You’ll receive an email from us shortly with next steps to create your account.
You’ll receive an email from us shortly with next steps to book a demo.