HubSpot <> Wingman integration

Wingman's native integration with HubSpot works with: 

1. HubSpot CRM

2. HubSpot Dialer

In this article:

1. How to integrate HubSpot with Wingman

2. How Wingman's HubSpot integration helps sales reps & managers

3. Uninstall HubSpot from Wingman

4. Uninstall Wingman from HubSpot

5. Recording consent and compliance

6. What do user consent to when connecting Wingman to HubSpot

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

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.

What do users consent to when connecting Wingman to HubSpot

1. Allow Wingman to read sales emails in HubSpot

2. Allow Wingman to view, import, and edit contact info in HubSpot

3. Allow Wingman to view, import, and edit company info in HubSpot

4. Allow Wingman to view, import, and edit deal info in HubSpot

How Wingman's HubSpot integration helps sales reps & managers

Sales Reps: 

• Wingman transcribes and analyzes calls made using HubSpot Sales Dialer while keeping it organized and accessible in the Wingman app

• Wingman's integration with HubSpot allows two-way data sync.

  • Wingman pushes call links and meeting notes to HubSpot

  • Reps can update deal data in Wingman and have it reflected in their orgs HubSpot account

Sales Managers/Sales Ops/Sales Enablement: 

• 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.

Uninstall HubSpot from Wingman

• Navigate to "Workspace Setting" > "Integrations"

• Look for the HubSpot integration

• Click "Disconnect"

Uninstall Wingman from your HubSpot account

To disconnect Wingman from your HubSpot account:

• In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.

• Click Actions on the app you want to disconnect, then click Uninstall.

• In the dialog box, type “uninstall” in the text field and click Uninstall.

Recording consent and compliance:

1. Recording compliance with Wingman

2. How Wingman's consent page works

3. How to customize or disable your consent page

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