HubSpot and Outdoo AI
Learn how to integrate your HubSpot account with Outdoo AI for seamless syncing of meeting data and efficient deal management.
How to Integrate HubSpot with Outdoo AI
This guide provides an easy-to-follow process for integrating your HubSpot account with Outdoo AI. By doing so, you'll be able to automatically sync meeting data with your HubSpot CRM for better deal tracking, follow-ups, and sales insights.
Steps to Integrate Outdoo AI with HubSpot:
- Go to: Company Settings > CRM > HubSpot
- Click the "Connect" button to start the integration process.
- A new page will open to authorize HubSpot. If you have multiple HubSpot accounts, choose the correct one and proceed.
- Once authorized, click "Connect app" to complete the integration.
- You will be redirected to the Outdoo AI Integrations page, where HubSpot will now show as "Connected".
📌 Important Note
Ensure that the lead's contact details are already present in HubSpot before the meeting. If Outdoo AI does not find a matching email for participants in HubSpot, meeting-to-deal mapping will not happen.
Troubleshooting
If you are facing issues with expected behaviour of Hubspot and Outdoo AI integration, we recommend follwing these steps:
- Disconnect and Re-connect Hubspot here
- Ensure that Contact associated with Deal is updated.
- Check Hubspot for API limits applicable for your plan here. Write to Hubspot to increase your limit or upgrade your plan.