• Home
  • Product
    • Conversational Intelligence
    • Instant Meeting Rooms
    • Easy Meeting Scheduling
  • Case Studies
  • Pricing
  • Blogs
  • Contact Us
  • Signup/Signin
  • Home
  • Product
    • Conversational Intelligence
    • Instant Meeting Rooms
    • Easy Meeting Scheduling
  • Case Studies
  • Pricing
  • Blogs
  • Contact Us
  • Signup/Signin
  • Home
  • Product
    • Conversational Intelligence
    • Instant Meeting Rooms
    • Easy Meeting Scheduling
  • Case Studies
  • Pricing
  • Blogs
  • Contact Us
  • Signup/Signin

Integrate your Hubspot CRM

About the Integration:

Integrated 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:

  1. Account on Zipteams
  2. Account on HubSpot CRM

Connecting HubSpot CRM to Zipteams

1. Log into your Zipteams Dashboard

2. Click on your ‘Profile’ icon

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!

Integration Features Include:

Feature: Effortlessly capture and share meeting notes directly to your HubSpot CRM with Zipteams

marker-capture note

Feature: Ensure all important information is captured and organized. Easily close your meeting by syncing all your details and summary to your HubSpot CRM.

image6

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.

Facebook Twitter Google-plus Wordpress Wordpress
© Copyright 2021-2022

Company

Privacy Policy
Linkedin Blog
Contact Us
Cancellation & Refunds

Product

Pricing
Product
Integrations
Terms of Use