Set Up HubSpot Automation

Sembly allows you to automatically send Meeting Notes, Transcriptions, or Tasks from your meetings to HubSpot. This is useful for logging conversations, following up with leads, and streamlining your sales and support workflows.

How to find the HubSpot

1. Open your Sembly account, choose Personal or Workspace Automations in the left-hand menu, then the Native tab, as shown in the screenshot below

   

2. Select “Browse all apps”

   
   

3. Then, you can find HubSpot in the CRM category or simply find it using the “Search” field

   

Connect App

To establish a connection, please follow the steps described below:

1. Open Personal or Workspace Automations, find HubSpot, and click on it

2. In the next window, you will be able to connect to the app, as well as read the description about this app and see what type of data can be pushed (in bubbles)

   

3. Once you click "Connect", a new webpage will pop up offering you to choose which HubSpot account you want to connect your Sembly account to

   

4. After choosing your company, you will be asked to confirm the connection in the next window

   

5. Once you connect the app, you will see the green checkmark. This means that the app is connected

   

Add Automation

Automation is a rule that contains specific information about the place you want to send meeting data from Sembly to any other app. One app can have a set of Automation rules based on your use case. For HubSpot, you can send Transcriptions, Notes, and Tasks from Sembly to different contacts. Therefore, you need to create 3 automations, one for Notes, one for Transcriptions, and one for Tasks.

1. To add Automation, select the connected app and then click “+New Automation” in the pop-up, or click “+New Automation” and select the connected app on the page

   

2. Enter the Automation name and customize the following fields:

• Data Type - select what you want to push, Meeting Notes, Transcriptions, or Tasks

• Filter - select whether you want to apply the Automation rule:
  • Apply to all meetings that I have access to -  works for meetings where you received access before the meeting status is Completed;
  • Apply to meetings with keywords in the title - required to paste those keywords into the specific field;
  • Apply to meetings of a specific team - required to select the team;
  • Apply to meetings with a specific type - required to select meeting type (it's the same type you choose in the meeting as a specific template for Meeting Notes);
  • Apply to meetings of a specific Sembly owner - required to select the meeting owner, a person who is inside your workspace;
  • Disabled (manual only) - you can choose what data to send manually, available only for Personal Automations.

Destinations for HubSpot Automations

For HubSpot, the destinations are predefined as follows:

• Transcriptions – sent to the Activity tab of the corresponding contacts and companies. If the contact does not exist, it will be created automatically.

  

• Meeting notes – added as meetings in the Activity tab of the corresponding contacts and companies. If the contact does not exist, it will be created automatically.

  

• Tasks – created as tasks in the Activities tab of the corresponding contacts and companies, enriched with all necessary fields. If the contact does not exist, it will be created automatically.

Manage HubSpot Automation

If you wish to disable Automation, just click the toggle off on the appropriate Automation, and it will be disabled. Also, you can Edit or Delete the Automation: near the toggle, click three dots and choose the option you need to use.

Disconnect HubSpot

To disconnect the app, you just need to click on HubSpot, and in the next window, click Disconnect