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Integrate with Salesforce and HubSpot by automating the flow of meeting insights directly into your CRM.
With Briefly, you can easily connect to Salesforce and ensure that all your meeting insights are captured and integrated into your CRM.
Connect Briefly to Salesforce with ease. Each team member can set up their individual connection to personalize their experience and access all relevant contacts and accounts.
Configure Briefly to automatically upload call transcripts and AI-generated summaries to Salesforce after each meeting. This ensures that every conversation is documented accurately without any extra effort on your part.
Briefly allows you to override default settings on a call-by-call basis, giving you full control over which transcripts get uploaded.
Connecting Briefly to HubSpot is straightforward. Each team member can set up their individual connection, providing a personalized integration experience and access to all relevant contacts, organizations, and deals.
Configure your settings to automatically upload call transcripts and AI-generated summaries to HubSpot after each meeting. This keeps your CRM updated with the latest information from your discussions.
Just like with Salesforce, you can override the default settings during any call, allowing you to decide which transcripts are uploaded to HubSpot.
Briefly makes it simple to integrate with HubSpot, ensuring all your meeting data is automatically synced and organized in your CRM.
