Use HubSpot In-meeting App in live Google Meet meetings

What is it?

With HubSpot's Google Meet integration, you can access and update HubSpot records without opening a separate window.

During your meetings you can now:

• Create new HubSpot contacts records
• Associate the meeting to any relevant HubSpot record
• Add notes to HubSpot contact records
• Use HubSpot playbooks

Why does it matter?

Previously, you had to use a separate browser window to reference HubSpot contact records or add notes during a Google Meet meeting. This interrupted your meeting flow and required constant back-and-forth. Now, you can maintain focus on your conversation while having all your customer information and note-taking capabilities right inside Google Meet.

How does it work?

1. Install HubSpot's Google Meet integration here. (For tour of the app, go to Settings > Integrations > Connected apps.)

2. Go to Google Meet and start a meeting.

3. Within the meeting, click the 'Apps icon' on the bottom navigation bar. From there, select "HubSpot App for Google Meet," then click "Log in" to log into your HubSpot account.

• In the Participants tab, you can view or associate a meeting participant's contact record from HubSpot, and create a new contact record if a record doesn't exist in HubSpot.

• In the Associations tab, you can view and map HubSpot records to this meeting (e.g., contact, company, deal, tickets records, etc.), to easily see all the relevant information for this meeting.

• In the Notes tab, you can take notes and make comments during the meeting. The note will be saved to the relevant associated records in HubSpot.

• In the Playbooks tab, you can access HubSpot's playbooks library to guide your conversation during the call. Plus, you can add information to the playbook to be automatically synced into HubSpot.

After the meeting has ended, a record with all the details will be created on the

"call index page" in your HubSpot account, where you can review the meeting, its associated records, and the notes that were taken during the meeting.

For more information please refer to our Knowledge Base article.

Who gets it?

This integration is available to all HubSpot users. If you have any feedback on this new release, please share your thoughts by submitting this feedback form.