HubSpot
Every call logged in HubSpot
Import from HubSpot, call from ShareCo, and the call with its summary is logged on the contact, with the next step as a HubSpot task.
ShareCoWritten to your CRM
ContactCRMCall taskNext step taskDue
1Maya Lindqvist
WrittenCreatedThu
WrittenCreatedThu2Priya Natarajan
WrittenCreatedTue
WrittenCreatedTue3Omar HaddadWrittenCreatedJan 8
WrittenCreatedJan 84Sam RuizTwo matches, kept for you
Two matches, kept for you5Ava MoreauWrittenCreatedFri
WrittenCreatedFriCall loggedCompleted- Subject
- Call: Meeting booked
- Name
- Priya Natarajan
- Duration
- 6:40
- Comments
- Reps log calls from memory on Fridays. Wants a demo.
Next step task: demo Tue 10:00
How it works
Import a list
Connections.csv412 peopleContacts export1,208 peopleQ4 targets96 people
Connections.csv412 peopleContacts export1,208 peopleQ4 targets96 people1
Connect with a service key
Paste a HubSpot service key once.
harbour
- Priya NatarajanVP Sales · Harbour MetalsCall
- Daniel OkaforOwner · Harbour FitoutsFinding #
- Leah BrennanSales Manager · Harbour Freight Co.Call
- Harbour Metals (main line)Imported list · Q4 targetsListCall
2
Call your HubSpot contacts
Exports come in marked as HubSpot, duplicates caught.
Call loggedConnected- Outcome
- Meeting booked
- Contact
- Priya Natarajan
- Duration
- 6:40
- Notes
- Reps log calls from memory on Fridays. Wants a demo.
Task created: demo Tue 10:00
3
Calls and tasks logged*
The call on the contact, and the next step as a task with its date.
Also included
- Any HubSpot planUses standard calls and tasks.
- AI without HubSpot ProfessionalSummaries and next steps come from ShareCo on every plan.
- Matched by phoneFound by the number you called, never on a guess.
* HubSpot write-back is in early access.
Questions
Do I need Sales Hub Professional?
No. ShareCo writes standard calls and tasks.