This guide explains how you can automatically log the outputs of AI Apps under HubSpot Contacts.
Related: Getting started with AI apps
What are AI Apps
AI Apps help you extract information from your meetings, customize summaries and notes to your, or generate content. For example, you can use AI Apps to
- Create candidate interview scorecards based on your interview calls.
- Extract Budget, Authority, Need and Timeline details from sales calls.
- Analyze competitor mentions from calls and create a competitor analysis report.
You can also send AI Apps' output directly to HubSpot. This guide covers the steps to do so.
How to automatically log AI Apps outputs to HubSpot
- Log into your Fireflies account and click AI Apps.
- Choose a pre-built AI App from the Discover tab.
- Alternatively, pick an AI App you've built from scratch from the My Apps page.
- Click on the desired app.
- Click Edit.
- If you don't have an active HubSpot integration, scroll down to Integrations and click Connect. Then, connect to HubSpot.
- After completing the steps to integrate HubSpot, you will notice that HubSpot app in the apps list. Next, enable the Toggle.
Note: Only active integrations will be listed in the integrations tab.
- You can send the AI App outputs to Contacts or Leads. Enable the appropriate options and click Save.
- Click Save to save the changes. Fireflies will now push the AI App outputs to your HubSpot under Contacts or Leads.
- To view the notes, go to HubSpot, click on Contacts > Activities and click Notes. Here you will see the AI App generated notes.
Hope this article helped you send AI App outputs to HubSpot. If you have any further questions, talk with us here.