Wingman's native integration with Hubspot works with:
How to integrate Hubspot with Wingman:
Take the following steps (as a Hubspot Admin)
Go to https://app.trywingman.com/login and login into Wingman.
Go to Workspace settings
Click on integrations
Connect Hubspot
Or click the link below to go to integrations directly
https://app.trywingman.com/settings#adminIntegrations
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.