Integrating Epicbrief with HubSpot

Objective

To connect Epicbrief with HubSpot for seamless integration and syncing of notes, contacts, companies, and deals.

Key Steps

1. Log in to Epicbrief using Google credentials.
2. Connect Google Calendar to Epicbrief.
3. Choose to use Google Meet for meetings.
4. Download the Epicbrief Integration extension.
5. Access settings in Epicbrief.
6. Navigate to HubSpot integration and click on "Connect."
7. Ensure you have an existing HubSpot account with necessary rights.
8. Select the HubSpot account to connect and accept the connection request.
9. Allow a few minutes for the data synchronisation process to complete.
10. Upload example transcripts or notes for testing purposes.
11. Sync the notes with HubSpot by selecting the relevant company or deal.
12. Verify the synced notes in the HubSpot account under activities for the respective company or deal

Tips

- Keep all necessary information handy before starting the integration process.

- Regularly check for updates or changes in the integration process to stay up-to-date.

- Test the synchronisation with sample data before syncing important information to ensure accuracy

Requirements

- Ensure you have the required permissions and rights to connect HubSpot with Epicbrief.

- Double-check the data being synced to avoid any discrepancies.

- Make sure to follow the correct steps to prevent any connection errors.

Link to Loom

https://www.loom.com/share/5721595a98924dd9ad75fa0a65b01422