Optiverse
Krav
HubSpot-abonnement HubSpot-kontotillatelser - Vis nødvendige kontotillatelser
Tilgangstype Delt Optiverse-abonnement - Free-abonnement
Oversikt
1/5 - Manual push of meeting summaries to the deals of your preference
When having online meetings, whether on Zoom, Teams, or Meets, we create a summary with key points of what was discussed in the Optiverse site. With this integration, you can push this information of that meeting to the deals of your choice. In addition you have the option to customize automations so you can have this meeting information be send automatically to the deals and contact notes to the people that were present in the call or even create a HubSpot contact for the participants that are not already part of your contacts.
Funksjoner
Add meeting Participants To Your HubSpot Contacts
Automatically after a meeting create contacts if they dont already exists in your HubSpot Account
Automatically Push Meeting Summaries to Deals
Automatically send the summary of the meeting to all the deals that you share with the participants of the meeting. Also have the option to manually select which deals you want to push the summary too independent from participants
Automatically Push Summaries to Contact Activity
Automatically send the meeting summary after a meeting to the matching contacts based on the participants of the meeting
Appfunksjonalitet
Delt data
Meeting Notes | ||
Meeting Notes | ||
Emails | ||
Summaries | ||
Information On Your Deals | ||
Information On Your Contacts |
Gjennomganger
- 27. april 2025
Gerber, S.
- 27. mars 2025
Time 3 speedup my workflow
As a developer i have alot of meetings and a majority is with clients or sales people. This helped keep track of all the meetings i had with my clients and what we discussed directly from HubSpot to each persont contact and deal
Fully automated no interaction needed after authenticating
Zinonos, A.
Priser
Free
CHF 0
Free
CHF 0
* Prissettingen her er kun for illustrasjonsformål. Prisene inkluderer ikke avgifter, insentiver, rabatter eller andre prissettingsvariabler. Kontakt partneren for å få oppdatert og riktig prissettingsinformasjon. HubSpot tar ikke ansvar for denne prissettingsinformasjonen, som gis av våre partnere. Prissetting sist oppdatert: 11.08.2025
Mer info
Bygget av - Optiverse
Installeringer - 70+ installasjoner
Kategorier Språkene appen er tilgjengelig på Engelsk ,Fransk ,Italiensk ,Portugisisk ,Spansk ogTysk
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