ScreenApp HubSpot Integration: Track Every Sales Call Automatically

Why Integrate ScreenApp with HubSpot?

HubSpot powers your sales and marketing operations. By connecting ScreenApp with HubSpot, every sales call, demo, and customer meeting is automatically recorded and synced to the right contact and deal records. Your meeting bot captures attendee emails, links recordings to CRM records, and ensures no customer insight is ever lost.

How the Integration Works

ScreenApp seamlessly syncs with HubSpot to capture and organize all customer interactions:

  1. Automatic Contact Matching: Meeting bot identifies attendee emails and links recordings to the correct HubSpot contacts
  2. Deal Association: Sales calls are automatically associated with active deals in your pipeline
  3. Activity Logging: All meetings appear in contact timelines with summaries and recordings
  4. Webhook Sync: Real-time synchronization ensures HubSpot always has the latest meeting data

Key Benefits

Complete Sales Call Tracking

Every sales call is automatically recorded and attached to the relevant contact and deal in HubSpot. Build a complete history of customer interactions without manual logging.

Automatic Email Capture

ScreenApp’s meeting bot identifies participant emails during calls and automatically creates or updates contacts in HubSpot, ensuring your CRM stays current.

AI Deal Intelligence

Get AI-generated insights from sales calls including competitor mentions, pricing discussions, and buying signals. These insights sync directly to deal records for easy pipeline review.

Meeting Analytics Dashboard

Track talk time ratios, meeting frequency, and engagement metrics across your sales team. Identify what top performers do differently and coach accordingly.

Seamless Activity Logging

Meeting summaries, action items, and next steps are automatically logged as activities in HubSpot, keeping your team aligned on account status.

Custom Property Mapping

Sync specific meeting data to custom HubSpot properties like product interest, budget mentioned, or decision timeline for advanced reporting.

Use Cases

  • Sales Call Recording: Capture every prospect conversation with automatic CRM association
  • Demo Tracking: Record product demos and link them to opportunities for team review
  • Customer Success Calls: Document support calls and quarterly business reviews
  • Sales Coaching: Review recorded calls to identify coaching opportunities and share best practices
  • Pipeline Intelligence: Analyze calls across deals to identify patterns in won vs. lost opportunities

Getting Started

Connect HubSpot in minutes:

  1. Navigate to Integrations in your ScreenApp dashboard
  2. Select HubSpot and authorize access to your account
  3. Configure contact and deal matching rules
  4. Set up custom property mappings if needed
  5. Start recording - everything syncs automatically!

Never miss a customer insight again with ScreenApp’s HubSpot integration.

Ready to get started?

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