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Create note in Dovetail from HubSpot engagement, and add attendee info and next steps

Create note in Dovetail from HubSpot engagement, and add attendee info and next steps

Capture meeting details by adding notes to your project management tool with Dovetail when a new engagement is created in HubSpot. This ensures relevant attendee information and next steps are documented for clearer project tracking.

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Overview

Capture meeting details by adding notes to your project management tool with Dovetail when a new engagement is created in HubSpot. This ensures relevant attendee information and next steps are documented for clearer project tracking.

Create note in Dovetail from HubSpot engagement, and add attendee info and next steps

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