Integrate your Hubspot CRM
About the Integration:
Integrate Zipteams with your HubSpot CRM, a powerful combination that streamlines your sales process and eliminates the need for manual data entry. With this integration, your sales team can easily capture meeting details and recordings, which are automatically synced to the HubSpot CRM in real-time. This all-in-one solution allows you to focus on closing deals, while Zipteams takes care of the rest. Setting up this integration is easy, follow these simple steps and you’ll be up and running in no time.
Requirements:
- Admin account on Zipteams
- Admin account on HubSpot CRM
Connecting HubSpot CRM to Zipteams
1. Signup/Signin into your Zipteams admin account
2. Click on My Workspace > CRM Integrations
3. Click on Integrations to expand CRM options. Click on Connect below the HubSpot logo.
4. A pop-up will open, click on connect
5. Choose the HubSpot CRM account you want to integrate/sync with Zipteams and then click ‘Connect’.
6. Click on ‘Connect’ and your integration is complete!
7. You should see your Hubspot account connected like this. Thats’ it, now all users in your HubSpot account will be connected.
Integration Features Include:
Feature: Get call analytics and summaries of all your Zipteams meetings and HubSpot calls automatically
Feature: Effortlessly capture and share meeting notes directly to your HubSpot CRM with Zipteams meeting rooms
Feature: Ensure all important information is captured and organized. Easily close your meeting by syncing all your details and summary to your HubSpot CRM.
Feature: All data gets sent and stored to your HubSpot CRM making it easy to overview a lead activity across all teams
Feature: Easily verify that your information is up-to-date and accurate by checking for the sync check tick on your Zipteams dashboard post-HubSpot CRM sync completion.
Feature: The Change Status option in Zipteams’ dashboard allows for seamless updates to be made on both the HubSpot CRM and the Zipteams platform. Once a sync is completed, all changes are reflected in real-time across both systems, ensuring that all data is accurate and up-to-date.
