Question

How to get call notes into HubSpot

  • 5 October 2022
  • 1 reply
  • 133 views
M
Badge

We record calls using predominantly Zoom, but also Google Meet. Is there a way for reps to take notes during calls and to push these into HubSpot? 

 

To add another layer, if that call is a Discovery call can reps take notes in accordance to MEDDPICC? Looking for a smart way to get all that into HubSpot.

 

Thanks 

1 reply

Andrew O'Driscoll
Userlevel 5
Badge +3

@Martin Misiowiec are you familiar with what data Gong can push to HubSpot with one check of a box? See this help center article on syncing calls to HubSpot. It does not include pulling notes/ comments.

 

You could explore import data of your choosing from Gong to HubSpot using a Zapier, but based on my research Zapier does not allow you to pull comments over to HubSpot from Gong.  You could do a custom integration using the Gong API, if it was that important to you. 

 

To add another layer, if that call is a Discovery call can reps take notes in accordance to MEDDPICC?

The notes are free form text so Gong would not impose a standard. 

 

It may be of interest to you to review how to take notes during a call and have these notes attached to the call as comments.

Founder, Growment.

Reply


Terms & ConditionsCookie settings