Overview
The Claap x HubSpot integration allows you to log directly from Claap an activity in HubSpot containing your meeting details and summary and map that activity to the relevant contacts.
⚠️ In order for HubSpot integration to work, you will first need to connect your Google Calendar or Outlook Calendar. Only recordings of meetings in your integrated calendar will have the HubSpot push enabled.
Turn on HubSpot Integration
Before being able to log an activity in HubSpot directly from Claap, you will need to connect your HubSpot account with your Claap account:
Open your Apps & Integrations settings and click on the HubSpot tile:
Click on "Connect":
Log in through HubSpot's authentication with the same email account you used to log into Claap
That's it, at this point, you have connected your HubSpot account with your Claap account. The HubSpot integration tile should now show a green check:
How it works
Anytime you record a meeting with external participants, you will have the ability to create a corresponding note activity for this meeting in HubSpot, attached to the relevant contact in HubSpot.
This note will contain the meeting details, the list of participants, the meeting summary from Claap, and a link to the meeting recording.
💡 A note activity will be created in HubSpot for each external meeting attendee. A new contact will be added in HubSpot if the contact/email does not yet exist.
To create a HubSpot note activity from Claap:
Click on the Share icon in the top right corner of the Overview tab in your meeting recording:
Click on
Add note to HubSpotA confirmation message should appear indicating the note has been created, with a direct link to the new note on HubSpot:
That's it! You can then access your note anytime directly from the link provided below the meeting recording, in the Files & Links section:
If you like, you can also update the note in order to push the latest Summary if you've changed it. To do this, click on the Share icon again and select
Update note on HubSpot:
💡 Meetings which have HubSpot notes attached will display the HubSpot icon on their tile in your Library:
Ensure you have View permissions for Notes in HubSpot
If you see an error message saying "Your permissions don't give you access to this activity." in HubSpot when clicking on the note link below the meeting recording, this means you do not have sufficient View permissions on Notes.
You will need to ask your HubSpot system admin to grant you these permissions on the Notes CRM Object.
Here's how your admin can grant the required View permissions:
In Settings, select "Users & Teams"
Click on "Edit Permissions" on a user
In the CRM Objects tab, expand the Notes tile
Choose "All notes" or "Notes their team owns" as appropriate
Benefits
Attaching your meeting's AI Summary, meeting details, and claap video directly in HubSpot to keep your contacts, deal, and company activities updated is a time saver and game changer. Your contacts and deals are always up-to-date with the latest meeting information available directly in HubSpot, and you can easily go back to the original meeting recording if you ever need.