Dock's HubSpot meetings integration pulls in meeting notes and transcripts that are found on the associated Company or Deal in HubSpot.
Important Note
Dock recommends that HubSpot customers use this integration if they use a call recorder other than Gong or Chorus, as Dock has direct integrations with these providers.
Benefit of integration
Dock's HubSpot meeting integration is useful if you're using Dock AI. HubSpot Meetings can be used as a source when creating an AI document. Additionally, HubSpot meetings is part of the data foundation for Dock's AI Assistant.
How it works
Go to HubSpot integration page and turn on HubSpot meeting toggle
Note: This is not a retroactive sync. Will only work going forward
2. Once this sync is turned on, any meetings saved on the Company or Deal record will get automatically saved to the Account record within Dock.
Meeting in HubSpot
Saved to the Account Record in Dock
Once this meeting transcript or note is saved on the Account record, then it will become automatically available when using Dock AI.