Skip to Content
My PersonaAgendaCompletionHubSpot

HubSpot

Key Features

  • Automatic Deal Creation: Automatically creates a new deal in HubSpot if no matching deal exists within the specified pipeline.
  • Existing Deal Update: Updates an existing deal if a matching deal with the same email is found in the current pipeline.
  • Customizable Data Mapping: Map agenda outputs, such as conversation summaries and user details, to specific HubSpot fields for tailored data organization.

How to set up

  1. Navigate to the Agenda Completion settings in your Persona dashboard.
  2. Connect your HubSpot account and select the desired pipeline and deal stage.
  3. Choose an Identifier Type (Contact or Deal) to ensure records are mapped correctly.
  4. Map persona fields to HubSpot fields under the Field Mapping section. a. You can edit these fields to change mappings as needed. b. Additional fields can be added using the ”+ Add Field” button to expand the integration.
  5. Enable email notifications to get alerts on mismatched data by turning on the toggle option labeled “Notify when values don’t match” and adding the recipients’ email addresses.
  6. Save settings to apply the integration.
Last updated on
AirtableAdvanced