概览
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.
功能
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
应用程序功能
共享数据
 Emails | ||
Information On Your Contacts | ||
Information On Your Deals | ||
Meeting Notes | ||
Meeting Notes | ||
Summaries |
评论
- 2025年4月27日
Gerber, S.
- 2025年3月27日
时间 3 加快我的工作流程
作为一名开发人员，我有很多会议，其中大部分是与客户或销售人员的会议。这有助于记录我与客户的所有会议，以及我们直接从 HubSpot 与每个人的联系和交易中讨论的内容。
完全自动化，验证后无需互动
Zinonos, A.
定价
Free
CHF 0
Free
CHF 0
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