HubSpot + Read AI
Update deals in HubSpot when new meeting notes are created in Read AI
Seamlessly keep track of your business progress by utilizing this workflow. When new meeting notes are entered into the Read AI platform, the corresponding deal within HubSpot will be updated. This automation ensures your HubSpot deals accurately reflect recent developments, streamlining your sales process and enhancing team coordination. No more manually updating every deal, giving you more time to focus on what matters - closing deals.
Seamlessly keep track of your business progress by utilizing this workflow. When new meeting notes are entered into the Read AI platform, the corresponding deal within HubSpot will be updated. This automation ensures your HubSpot deals accurately reflect recent developments, streamlining your sales process and enhancing team coordination. No more manually updating every deal, giving you more time to focus on what matters - closing deals.
- When this happens...New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this!Update Deal
Update a Deal in HubSpot.
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