Granola + HubSpot

Create HubSpot notes from new Granola notes

A complete CRM record includes every customer conversation. This automation creates a note in HubSpot every time you add a note to your Granola folder, so sales reps and account managers can see the latest discussion before their next call. No more scrambling to remember what was said last time.

A complete CRM record includes every customer conversation. This automation creates a note in HubSpot every time you add a note to your Granola folder, so sales reps and account managers can see the latest discussion before their next call. No more scrambling to remember what was said last time.

  1. When this happens...
    GranolaGranola
    Note Added to Granola Folder

    Triggers when a new note is added to a folder.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Engagement

    Creates a new Engagement for a contact, in HubSpot.

    ActionWrite
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Supported triggers and actions

    • Name in GranolaRequired

    • Share with your workspace?Required

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
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granola logo

About Granola

Granola is an AI notepad for teams and people in back-to-back meetings.

Related categories

  • AI Assistants
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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