Hubspot integration Setup with Thunai

Overview

This integration enables seamless synchronization of contacts, meeting participants, call notes, and leads, empowering sales and support teams with AI-driven automation for enhanced customer relationship management (CRM) and streamlined workflows.

Key Features

Importing contacts from Hubspot to Thunai

Pushing meeting participants to Hubspot

Sending call notes to Hubspot

Automatic Lead generation and pushing to Hubspot

Step 1: Login to Thunai

Open the Thunai application.
Navigate to the "HubSpot" section.
Click on the "Connect" button to begin the integration.

Step 2:

It displays the HubSpot-registered email ID associated with your organization.

Step 3: Click "Sign in with Google" to proceed.

Step 4: Verify your email account and click "Continue" to proceed.

Step 5: Select your organization's account from the options displayed and click "Choose Account" to proceed.

Step 6: A pop-up message "Success! OAuth Connected Successfully" will appear on your screen, and you will be redirected back to Thunai.

Step 7: In Call Agents, you will see your organization's HubSpot-linked members listed under Participants on the right side. You also have the option to add new contacts.

Step 8: Click on the HubSpot logo (if you want to add a new contact), select CRM Name as HubSpot, verify the Contact Name, Organization Name, and Email ID, then click "Sync" to complete the process.

Step 9: A pop-up message "Success! Contact added successfully" will appear on your screen.

Conclusion

The HubSpot-Thunai integration streamlines contact management, meeting synchronization, call note sharing, and lead automation, ensuring an AI-driven approach to CRM efficiency. By enabling seamless data flow between platforms, sales and support teams can enhance productivity and customer engagement.