How to integrate Hubspot with Notta?

There are two ways to connect HubSpot with Notta:

• Click [Integrations & Apps] in the sidebar, then find HubSpot.
• On the record detail page, click [Send to HubSpot] and then connect.

Note: You will need to log in to your HubSpot account to continue the connection.

How to Send AI Notes to HubSpot

After connecting, you can now send AI notes to HubSpot:

1. Choose to send to Contact activities. Currently, you can select either [Notes] or [Meetings].
2. Enter your client's email into the [Contact Email] field. You can either select an existing client or create a new one.
3. You can send AI notes with or without timestamps.
4. Finally, click “Send.”

How to Disconnect HubSpot from Notta

1. Click [Integrations & Apps] in the sidebar, then find HubSpot.
2. Click [Disconnect].