Wingman's native integration with Hubspot works with: 

How to integrate Hubspot with Wingman:

Take the following steps (as a Hubspot Admin)

  1. Go to https://app.trywingman.com/login and login into Wingman.

  2. Go to Workspace settings

  3. Click on integrations

  4. Connect Hubspot

Or click the link below to go to integrations directly
https://app.trywingman.com/settings#adminIntegrations

Connect Hubspot

3. Click on the "Connect"
4. Login into your Hubspot account and give all the permissions.


That's it. You're done. ✌️

Note: If you are a rep and want to use Wingman, you can ask Hubspot admins at your company to follow these steps.

How Wingman's Hubspot integration helps sales reps & managers

Sales Reps

  • Get real-time coaching and feedback on sales calls made via Hubspot Dialer.

  • Easily keep your HubSpot CRM updated in real-time with all customer calls and notes, so you always have a complete picture of your pipeline.

  • Capture important moments during a call with one click. Then, share the moments with team members, ask managers for feedback or simply push them as notes to Hubspot CRM. 

Sales Managers/Sales Ops/Sales Enablement

  • Create cue cards that ensure your sales reps always have the right talking points 

  • Give your sales teams access to automated call transcripts and analyses made with Hubspot Dialer.

  • Get a more in-depth understanding of the sales calls by correlating trends/analytics in Wingman dashboard with deal outcomes in the CRM with our 2-way Hubspot integration.

  • Provide feedback to sales reps on the right calls at the right moment by drilling down to coachable moments in calls.

If you face any problem/issue, write to us at support@trywingman.com or chat with us on the Intercom chat.

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