Echo with HubSpot: every meeting, in your CRM
Every time one of your transcripts is ready, Echo logs the meeting in HubSpot with what matters. And each task from the meeting is created as a HubSpot task.
What Echo does with HubSpot
- A HubSpot meeting with its start and end time, the summary, decisions, tasks and a link to the transcript.
- A HubSpot task for each task from the meeting, with the owner, the date mentioned and the link.
- You can send a single task from Tasks, with “Send to…”.
- When you add it, Echo checks that the token works.
How to connect it
- 1
Create a private app
In HubSpot, go to Settings, Integrations, Private apps, create one and copy its token.
- 2
Add it in Echo
In Settings, Integrations, click “Add HubSpot”, paste the private app token and click “Add”.
- 3
Test it
Click “Test” to send a sample meeting.
Frequently asked questions
Does it associate the meeting with a contact or deal?
No. Echo creates the meeting and tasks without associations; you can associate them yourself in HubSpot.
Does it assign tasks to the person responsible?
It doesn’t guess HubSpot users: the owner and the date mentioned go in each task’s text.
Which meetings are sent?
The ones you transcribe, once each. You can choose “All meetings” or “Only with automations”.
How is the token stored?
Encrypted. You can remove the integration at any time.
Try it with your next meeting.
Create your account in a minute or ask us for a demo for your team.
