HubSpot Avoma Integration

HubSpot Avoma Integration

Connect Avoma with HubSpot

Fully Secure Integration

Scalable & Fast

Support Included
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Integrations Built by HubSpot Experts

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Automated Meeting Insights

Integrate Avoma with HubSpot to leverage automated meeting insights. Avoma's AI-powered meeting assistant transcribes, analyzes, and summarizes meetings, providing valuable insights that help drive action and follow-up within HubSpot.

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Seamless CRM Integration

Seamlessly sync meeting data and insights with HubSpot CRM. Avoma ensures that all meeting interactions, action items, and follow-up tasks are captured and logged directly into HubSpot, enabling you to maintain a comprehensive view of customer interactions.

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Enhanced Sales Productivity

Empower your sales team with Avoma's AI meeting assistant to increase productivity and efficiency. Avoma automates meeting-related tasks such as note-taking, action item tracking, and follow-up reminders, allowing your team to focus on building relationships and closing deals.

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Examples of Integration Workflow Triggers and Actions

New Meeting Recorded in Avoma

Triggered when a new meeting is recorded in Avoma. Use this to create new contact records or update existing contacts in HubSpot, ensuring that all meeting attendees are captured in your CRM.

Meeting Transcript Available in Avoma

Activated when a meeting transcript is available in Avoma. Use this to extract key insights and action items from the meeting transcript and log them as notes or tasks in HubSpot, facilitating follow-up and action planning.

Meeting Insights Generated in Avoma

Triggered when meeting insights are generated by Avoma. Use this to automatically create follow-up tasks or schedule follow-up meetings in HubSpot, based on the insights and action items identified by Avoma.

Action Item Assigned in Avoma

Activated when an action item is assigned in Avoma. Use this to create tasks or reminders in HubSpot for follow-up actions, ensuring that all action items are tracked and addressed in a timely manner.

Meeting Tagged as Opportunity in Avoma

Triggered when a meeting is tagged as an opportunity in Avoma. Use this to update deal stages or create new deals in HubSpot, based on the meetings identified as potential opportunities for sales.

Meeting Feedback Submitted in Avoma

Activated when meeting feedback is submitted in Avoma. Use this to capture customer feedback or sentiment scores in HubSpot, providing valuable insights into customer satisfaction and engagement.

Meeting Follow-Up Completed in Avoma

Triggered when a meeting follow-up is completed in Avoma. Use this to update contact records or deal stages in HubSpot, based on the outcomes of the meeting follow-up activities.

New Contact Identified in Meeting Transcript in Avoma

Activated when a new contact is identified in the meeting transcript by Avoma. Use this to create new contact records or update existing contacts in HubSpot, ensuring that all meeting attendees are accurately reflected in your CRM.

Meeting Scheduled in Avoma

Triggered when a meeting is scheduled in Avoma. Use this to create calendar events or reminders in HubSpot, ensuring that all scheduled meetings are tracked and managed within your CRM.

Meeting Cancelled or Rescheduled in Avoma

Activated when a meeting is cancelled or rescheduled in Avoma. Use this to update calendar events or reminders in HubSpot, ensuring that your CRM reflects the most up-to-date meeting schedules.

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Frequently Asked Questions

The integration improves meeting productivity by leveraging Avoma's AI meeting assistant to automate meeting-related tasks such as note-taking, action item tracking, and follow-up reminders, allowing your team to focus on building relationships and closing deals.
Yes, Avoma seamlessly syncs meeting data and insights with HubSpot CRM, ensuring that all meeting interactions, action items, and follow-up tasks are captured and logged directly into HubSpot for comprehensive customer relationship management.
Avoma automatically identifies action items and follow-up tasks from meeting transcripts and generates insights that help drive action and follow-up within HubSpot, ensuring that all action items are tracked and addressed in a timely manner.
You can use triggers such as new meetings recorded, meeting transcripts available, meeting insights generated, action items assigned, meetings tagged as opportunities, meeting feedback submitted, meeting follow-ups completed, new contacts identified in meeting transcripts, meetings scheduled, and meetings cancelled or rescheduled in Avoma to update HubSpot CRM with meeting insights and data.
Yes, Avoma captures customer feedback and sentiment scores from meeting interactions and submits them to HubSpot, providing valuable insights into customer engagement and satisfaction that can be used to drive personalized follow-up and engagement strategies.
Avoma identifies meetings tagged as opportunities and updates deal stages or creates new deals in HubSpot CRM, providing visibility into the sales pipeline and helping sales teams prioritize and manage opportunities effectively.
Yes, Avoma integrates with HubSpot CRM to create calendar events or reminders for scheduled meetings, ensuring that all meetings are tracked and managed within the CRM for better organization and coordination.
Yes, Avoma automates meeting-related tasks such as note-taking, action item tracking, and follow-up reminders, helping sales teams stay organized and focused on driving results.
Using HubSpot and Avoma together provides a comprehensive solution for sales and customer engagement, enabling automated meeting insights, seamless CRM integration, enhanced productivity, and personalized follow-up for better customer relationships and sales performance.
You can get started by connecting Avoma with HubSpot CRM through the integration setup process, which typically involves configuring triggers and actions to sync meeting data and insights between the two platforms. Our support team is available to assist you every step of the way!