You can connect your Hubspot CRM account to Zocks to push notes and tasks to your CRM and update contact records. The Hubspot integration uses the same advanced CRM layer that Zocks implemented platform-wide so you have access to all the two-way structured data synchronization options available.
You can perform:
Contact syncing between Hubspot and Zocks
Saving Zocks Meeting Summaries to Hubspot
Creating Tasks in Hubspot
Meeting prep using Hubspot data and past Zocks Meeting Summaries
Email reply generation based on Hubspot information
Zocks’ Client Profiles
Zocks’ Form fill from Hubspot data
Zocks provides out-of-the-box smart defaults for Hubspot users, but with our Elastic CRM layer, custom mappings for data objects and advanced workflows are also available.
How do I link my accounts?
Please log in to your Zocks account and navigate to the Profile Settings - Integrations tab. Scroll down to the CRM integration section and select Hubspot by clicking Connect.
Follow the instructions on the screen and authenticate with your Hubspot account.
Once the connection is established, you can customize the settings and configurations under the gear icon.
How do I tailor the CRM setup to my workflow?
Select the “Gear Icon” next to the “Disconnect” button to view the default settings.
Mappings allow you to specify where your meeting notes get saved in the CRM and what contact object in Hubspot you would like to sync with Zocks Contacts.
You can enable and disable contact synchronization between Zocks and Hubspot.
You can set a default due date for the Tasks that Zocks creates after your meetings.
How do I save my meeting notes to Hubspot?
When opening a client meeting from the Past Meetings section you will be able to save all results or individual sections to your CRM from:
The Export dropdown in to upper right corner.
On the Meeting Summary tab with the Save to Hubspot buttons
On the Meeting Summary and Form tabs by clicking on the Hubspot icons
You can specify the Contact that you would like to associate the notes to in the Contact dropdown.
How do I save my Tasks to Hubspot?
When opening a client meeting from the Past Meetings section, you will be able to save all tasks to Hubspot by clicking the Hubspot icon in the Follow-Up Tasks section on the Meeting Summary tab.
You can specify the user that you would like to assign the tasks to as well as the due date of the task and the category in the modal window.
How do I update contact information in Hubspot from Zocks?
You can update existing Hubspot contacts with new information learnt during a meeting by opening your meeting in the Past meetings section and clicking the Hubspot icon next to your Contacts name in the configure assignment section.
Zocks is going to show currently stored client information in Hubspot and show the updates automatically learned during the meeting. By clicking Save you will update Conatct information in the CRM.
