Automatic Contact Sync from Bookings

When someone books a meeting through PepoSmart, their contact information is automatically created or updated in HubSpot. No manual data entry needed. If the contact already exists, we find and link to them instead of creating duplicates.

AI Meeting Summaries on Contact Timeline

After your meetings, PepoSmart's AI automatically generates a summary and logs it as a note on the contact's timeline in HubSpot. Your sales team can see meeting context without switching tools or taking manual notes.

Automatic Follow-up Tasks from Meetings

PepoSmart's AI extracts action items from your meeting conversations and creates follow-up tasks in HubSpot automatically. Whether you promised to send pricing, a proposal, or schedule another call - tasks are created and assigned so nothing falls through the cracks.

Deal Context Before Meetings

Before meetings, PepoSmart shows your sales reps the deal context pulled directly from HubSpot - including deal name, current stage, deal amount, and expected close date. Your team walks into every call prepared with the full picture, without having to switch to HubSpot first.

AI-Powered Deal Stage Updates

PepoSmart's AI analyzes your meeting conversations and suggests when a deal should move to a new stage. Asked for pricing? AI suggests moving to "Proposal". Discussing contract terms? AI suggests "Negotiation". One click applies the update directly to HubSpot - keeping your pipeline accurate without manual CRM updates.