Connect Grain with HubSpot to automatically update your contacts' deal notes with a link to view the meeting and AI notes.
Our integration syncs your sales meetings with contacts, companies, and deals in HubSpot, ensuring that your records stay up-to-date and providing better visibility into pipeline activity.
To connect Grain with HubSpot, follow these steps:
Go to Automations > HubSpot
Click "Get Started" > "Connect HubSpot"
Give Grain access to your HubSpot account by clicking "Connect app"
Voila! You’ve now connected Grain with your HubSpot account.
Important Note: Only meetings automatically shared to the workspace are eligible for use by this automation. If your meetings aren't shared with the workspace, the meeting notes won't be synced with HubSpot. Update your sharing settings to use Automation with your External meetings.
Customize HubSpot Automation
Add as a note or meeting: You can choose to add your meeting notes as either a note or a meeting in your HubSpot record.
Create contacts: You can enable Grain to create a new contact in HubSpot when you're meeting with an external participant (someone from outside of your company) who isn't already in HubSpot.
Add deal qualification properties: You can enable Grain to add your meeting notes to a HubSpot deal when the external meeting participant is connected with a Hubspot deal.
How HubSpot deal qualification properties work
In HubSpot, deal properties are fields that store data about your contacts, companies, deals, and other records.
Grain uses the properties in HubSpot to store meeting information related to deals or sales opportunities. Meeting information is added to the Grain Properties section of your HubSpot deal properties. A unique property is created for each section of the Grain notes template. The properties are populated with meeting details.
Important Note: Only notes from our sales template will be added as properties. If your meetings notes aren't set to Sales Discovery template, the meeting notes won't be synced with HubSpot deal properties. However, all meeting notes regardless of meeting template type will be shared with Hubspot contact activity.
