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Connect Jamie to HubSpot to seamlessly log meeting notes to contacts, companies, and deals.
HubSpot integration requires a Pro, Team, or Enterprise plan.

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Connecting HubSpot

  1. Go to Settings → Integrations → HubSpot
  2. Click Connect HubSpot
  3. Select your HubSpot account and authorize the connection

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Sending Meetings to HubSpot

Integrations Card
  1. Open a meeting in Jamie
  2. Click the Share button and navigate to Integrations
  3. Select Send to HubSpot
  4. Search for and select a contact, company, or deal
  5. Click Send
Your meeting notes appear in the Notes section of the selected record. If transcript is enabled, it’s attached as a PDF.

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Settings

Hubspot Settings Once connected, configure what content to include:
OptionDescription
SummaryMeeting notes with executive summary
TranscriptFull transcript attached as PDF
TasksAction items from the meeting
At least one option must be enabled.