Wingman's native integration with Hubspot works with:
Wingman is software for salespeople that helps sales teams close more deals and ramp up new sales reps faster.
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 analysis 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.
How to enable the Hubspot Integration with Wingman:
Requirements:
Hubspot CRM & Dialer account
Wingman account: email us at sales@trywingman.com to sign up
Enable CRM Sync with Wingman (as Hubspot admin*)
*If you are a rep and want to use Wingman, you can ask any of the Hubspot admins at your company to follow these steps.
Follow the following steps (as a Hubspot Admin)
Go to https://app.trywingman.com/login and login into Wingman.
Go to Settings -> Admin Integrations or click here: https://app.trywingman.com/settings#adminIntegrations
3. Click on the "Sync" button in the Hubspot option.
4. Login in to your Hubspot account and give all the permissions.
2. Enable real-time prompts (as any user)
That's it. You're done. ✌️
Now, sales reps can use Wingman with Hubspot in their sales calls.
If you face any problem/issue, write to us at support@trywingman.com or chat with us on the Intercom chat.