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Example Workflow
Triggers and Actions

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New Meeting Recorded in Avoma

Triggered when a new meeting is recorded in Avoma. Use this to create new contact records or update existing contacts in HubSpot, ensuring that all meeting attendees are captured in your CRM.

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Meeting Transcript Available in Avoma

Activated when a meeting transcript is available in Avoma. Use this to extract key insights and action items from the meeting transcript and log them as notes or tasks in HubSpot, facilitating follow-up and action planning.

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Meeting Insights Generated in Avoma

Triggered when meeting insights are generated by Avoma. Use this to automatically create follow-up tasks or schedule follow-up meetings in HubSpot, based on the insights and action items identified by Avoma.

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Action Item Assigned in Avoma

Activated when an action item is assigned in Avoma. Use this to create tasks or reminders in HubSpot for follow-up actions, ensuring that all action items are tracked and addressed in a timely manner.

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Meeting Tagged as Opportunity in Avoma

Triggered when a meeting is tagged as an opportunity in Avoma. Use this to update deal stages or create new deals in HubSpot, based on the meetings identified as potential opportunities for sales.

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Meeting Feedback Submitted in Avoma

Activated when meeting feedback is submitted in Avoma. Use this to capture customer feedback or sentiment scores in HubSpot, providing valuable insights into customer satisfaction and engagement.

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Meeting Follow-Up Completed in Avoma

Triggered when a meeting follow-up is completed in Avoma. Use this to update contact records or deal stages in HubSpot, based on the outcomes of the meeting follow-up activities.

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New Contact Identified in Meeting Transcript in Avoma

Activated when a new contact is identified in the meeting transcript by Avoma. Use this to create new contact records or update existing contacts in HubSpot, ensuring that all meeting attendees are accurately reflected in your CRM.

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Meeting Scheduled in Avoma

Triggered when a meeting is scheduled in Avoma. Use this to create calendar events or reminders in HubSpot, ensuring that all scheduled meetings are tracked and managed within your CRM.

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Meeting Cancelled or Rescheduled in Avoma

Activated when a meeting is cancelled or rescheduled in Avoma. Use this to update calendar events or reminders in HubSpot, ensuring that your CRM reflects the most up-to-date meeting schedules.

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Customer Reviews

  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
  • Ryan Ondriezek
    Ryan Ondriezek
    Associate Creative Director
  • Lauren Meeks
    Lauren Meeks
    Accounting Manager
  • Katie Herrmann Profile-Pic
    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
  • Tooraj-Hubsearch
    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Avoma logo

Avoma + HubSpot

 

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Automated Meeting Insights

Integrate Avoma with HubSpot to leverage automated meeting insights. Avoma's AI-powered meeting assistant transcribes, analyzes, and summarizes meetings, providing valuable insights that help drive action and follow-up within HubSpot.

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Seamless CRM Integration

Seamlessly sync meeting data and insights with HubSpot CRM. Avoma ensures that all meeting interactions, action items, and follow-up tasks are captured and logged directly into HubSpot, enabling you to maintain a comprehensive view of customer interactions.

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Enhanced Sales Productivity

Empower your sales team with Avoma's AI meeting assistant to increase productivity and efficiency. Avoma automates meeting-related tasks such as note-taking, action item tracking, and follow-up reminders, allowing your team to focus on building relationships and closing deals.

Hubspot integration FAQs

How does the HubSpot Avoma Integration improve meeting productivity?

The integration improves meeting productivity by leveraging Avoma's AI meeting assistant to automate meeting-related tasks such as note-taking, action item tracking, and follow-up reminders, allowing your team to focus on building relationships and closing deals.

Can I sync meeting data and insights with HubSpot CRM?

Yes, Avoma seamlessly syncs meeting data and insights with HubSpot CRM, ensuring that all meeting interactions, action items, and follow-up tasks are captured and logged directly into HubSpot for comprehensive customer relationship management.

How does Avoma help with action item tracking and follow-up planning?

Avoma automatically identifies action items and follow-up tasks from meeting transcripts and generates insights that help drive action and follow-up within HubSpot, ensuring that all action items are tracked and addressed in a timely manner.

What triggers can I use to update HubSpot CRM with meeting insights from Avoma?

You can use triggers such as new meetings recorded, meeting transcripts available, meeting insights generated, action items assigned, meetings tagged as opportunities, meeting feedback submitted, meeting follow-ups completed, new contacts identified in meeting transcripts, meetings scheduled, and meetings cancelled or rescheduled in Avoma to update HubSpot CRM with meeting insights and data.

Can Avoma help with customer engagement and satisfaction tracking?

Yes, Avoma captures customer feedback and sentiment scores from meeting interactions and submits them to HubSpot, providing valuable insights into customer engagement and satisfaction that can be used to drive personalized follow-up and engagement strategies.

How does Avoma assist with sales pipeline management in HubSpot CRM?

Avoma identifies meetings tagged as opportunities and updates deal stages or creates new deals in HubSpot CRM, providing visibility into the sales pipeline and helping sales teams prioritize and manage opportunities effectively.

Can I schedule and manage meetings within HubSpot CRM using Avoma?

Yes, Avoma integrates with HubSpot CRM to create calendar events or reminders for scheduled meetings, ensuring that all meetings are tracked and managed within the CRM for better organization and coordination.

Is it possible to automate meeting-related tasks and reminders with Avoma?

Yes, Avoma automates meeting-related tasks such as note-taking, action item tracking, and follow-up reminders, helping sales teams stay organized and focused on driving results.

What are the benefits of using HubSpot and Avoma together for sales and customer engagement?

Using HubSpot and Avoma together provides a comprehensive solution for sales and customer engagement, enabling automated meeting insights, seamless CRM integration, enhanced productivity, and personalized follow-up for better customer relationships and sales performance.

How can I get started with integrating Avoma with HubSpot CRM?

You can get started by connecting Avoma with HubSpot CRM through the integration setup process, which typically involves configuring triggers and actions to sync meeting data and insights between the two platforms. Our support team is available to assist you every step of the way!
The integration improves meeting productivity by leveraging Avoma's AI meeting assistant to automate meeting-related tasks such as note-taking, action item tracking, and follow-up reminders, allowing your team to focus on building relationships and closing deals.
Yes, Avoma seamlessly syncs meeting data and insights with HubSpot CRM, ensuring that all meeting interactions, action items, and follow-up tasks are captured and logged directly into HubSpot for comprehensive customer relationship management.
Avoma automatically identifies action items and follow-up tasks from meeting transcripts and generates insights that help drive action and follow-up within HubSpot, ensuring that all action items are tracked and addressed in a timely manner.
You can use triggers such as new meetings recorded, meeting transcripts available, meeting insights generated, action items assigned, meetings tagged as opportunities, meeting feedback submitted, meeting follow-ups completed, new contacts identified in meeting transcripts, meetings scheduled, and meetings cancelled or rescheduled in Avoma to update HubSpot CRM with meeting insights and data.
Yes, Avoma captures customer feedback and sentiment scores from meeting interactions and submits them to HubSpot, providing valuable insights into customer engagement and satisfaction that can be used to drive personalized follow-up and engagement strategies.
Avoma identifies meetings tagged as opportunities and updates deal stages or creates new deals in HubSpot CRM, providing visibility into the sales pipeline and helping sales teams prioritize and manage opportunities effectively.
Yes, Avoma integrates with HubSpot CRM to create calendar events or reminders for scheduled meetings, ensuring that all meetings are tracked and managed within the CRM for better organization and coordination.
Yes, Avoma automates meeting-related tasks such as note-taking, action item tracking, and follow-up reminders, helping sales teams stay organized and focused on driving results.
Using HubSpot and Avoma together provides a comprehensive solution for sales and customer engagement, enabling automated meeting insights, seamless CRM integration, enhanced productivity, and personalized follow-up for better customer relationships and sales performance.
You can get started by connecting Avoma with HubSpot CRM through the integration setup process, which typically involves configuring triggers and actions to sync meeting data and insights between the two platforms. Our support team is available to assist you every step of the way!

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