HubSpot + Otter.ai

Create new HubSpot engagements each time a recording happens in Otter.ai

Save time and stay organized by connecting Otter.ai with HubSpot. With this workflow, every new recording created in Otter.ai will generate a fresh Engagement in HubSpot, enabling you to maintain up-to-date records without the need for manual data entry. It's a simple yet efficient way of tracking all your audio engagements in one place.

Save time and stay organized by connecting Otter.ai with HubSpot. With this workflow, every new recording created in Otter.ai will generate a fresh Engagement in HubSpot, enabling you to maintain up-to-date records without the need for manual data entry. It's a simple yet efficient way of tracking all your audio engagements in one place.

  1. When this happens...
    Otter.aiOtter.ai
    New Recording

    Triggers when a new recording is available in Otter

    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

    • FileRequired

    • NameRequired

    Action
    Write
    • 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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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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About Otter.ai

Otter.ai is an AI-powered transcription service that converts speech to text in real-time, facilitating accurate and efficient note-taking.

Related categories

  • AI Tools