Why Integrate ScreenApp with HubSpot?
HubSpot powers your sales and marketing operations. By connecting ScreenApp with HubSpot, every sales call, demo, and customer meeting is automatically recorded and synced to the right contact and deal records. Your meeting bot captures attendee emails, links recordings to CRM records, and ensures no customer insight is ever lost.
How the Integration Works
ScreenApp seamlessly syncs with HubSpot to capture and organize all customer interactions:
- Automatic Contact Matching: Meeting bot identifies attendee emails and links recordings to the correct HubSpot contacts
- Deal Association: Sales calls are automatically associated with active deals in your pipeline
- Activity Logging: All meetings appear in contact timelines with summaries and recordings
- Webhook Sync: Real-time synchronization ensures HubSpot always has the latest meeting data
Key Benefits
Complete Sales Call Tracking
Every sales call is automatically recorded and attached to the relevant contact and deal in HubSpot. Build a complete history of customer interactions without manual logging.
Automatic Email Capture
ScreenApp’s meeting bot identifies participant emails during calls and automatically creates or updates contacts in HubSpot, ensuring your CRM stays current.
AI Deal Intelligence
Get AI-generated insights from sales calls including competitor mentions, pricing discussions, and buying signals. These insights sync directly to deal records for easy pipeline review.
Meeting Analytics Dashboard
Track talk time ratios, meeting frequency, and engagement metrics across your sales team. Identify what top performers do differently and coach accordingly.
Seamless Activity Logging
Meeting summaries, action items, and next steps are automatically logged as activities in HubSpot, keeping your team aligned on account status.
Custom Property Mapping
Sync specific meeting data to custom HubSpot properties like product interest, budget mentioned, or decision timeline for advanced reporting.
Use Cases
- Sales Call Recording: Capture every prospect conversation with automatic CRM association
- Demo Tracking: Record product demos and link them to opportunities for team review
- Customer Success Calls: Document support calls and quarterly business reviews
- Sales Coaching: Review recorded calls to identify coaching opportunities and share best practices
- Pipeline Intelligence: Analyze calls across deals to identify patterns in won vs. lost opportunities
Getting Started
Integrating HubSpot with ScreenApp is simple via Webhooks:
- Go to Settings: Log in to your ScreenApp dashboard and navigate to “Settings” > “Integrations”.
- Select Webhooks: Click on the “Webhooks” section.
- Add Webhook: Paste your HubSpot webhook URL (from a workflow or automation).
- Start Syncing: Your meeting data will now be pushed to HubSpot automatically.
Never miss a customer insight again with ScreenApp’s HubSpot integration.