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Question

How to get call notes into HubSpot

  • October 5, 2022
  • 1 reply
  • 203 views
M
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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
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    @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.

    Molly Kipnis
    1 person likes this
    • Molly Kipnis
      Molly Kipnis

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