Wingman's native integration with HubSpot works with:
In this article:
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
Look for the HubSpot integration
Click on "Connect"
Login into your HubSpot account and accept Wingman's app permissions
That's it. You're done. ✌️
Click the link below to go to integrations settings in Wingman directly:
https://app.trywingman.com/settings#adminIntegrations
Note: If you are a rep and want to use Wingman, you can ask HubSpot admins at your company to follow these steps.
Connect HubSpot in Wingman
Connecting Wingman to HubSpot
Clicking 'Connect' in the above step will open up a window. HubSpot will ask you to confirm that you want to connect Wingman to your HubSpot account.
Click 'Connect app' to accept app permissions and complete the Wingman <> HubSpot integration.
Refer to the image below to view the permissions that Wingman requires to connect with HubSpot.
How sales reps and managers can use Wingman's HubSpot integration
Sales Reps:
Wingman automatically transcribes and analyzes calls from HubSpot Sales Dialer while keeping it organized and accessible in the Wingman app.
Wingman automatically imports HubSpot Sales Dialer calls
Wingman imports dialer calls every 30 minutes
Wingman automatically tags call participants
Wingman transcribes and analyzes HubSpot Sales Dialer calls
Sales reps can view HubSpot CRM info right in Wingman
View HubSpot CRM info on Call Summary page
Search for keywords across HubSpot emails and calls in Wingman
View HubSpot email interaction on Wingman's Deal Review page
Reps can update CRM deal info from Wingman with two-way data sync with HubSpot
Wingman pushes call links and meeting notes to HubSpot
Reps can view HubSpot CRM info right in Wingman
Reps can also update opportunity data like deal amount, close date and deal stage in Wingman. Changes will reflect in their org's HubSpot account
Update deal info, stage, or close date in Wingman
— changes automatically reflect in your HubSpot account
Sales Managers/Sales Ops/Sales Enablement:
Give your sales teams access to automated call transcripts and analyses made with HubSpot Dialer.
Wingman transcribes and analyzes HubSpot Sales Dialer calls
Get a more in-depth understanding of the sales calls by correlating trends/analytics in Wingman's dashboard with deal outcomes in the CRM with our two-way HubSpot integration.
View HubSpot Sales Dialer Call trends in Wingman dashboard
Correlate Wingman Deal Insights with interactivity and outcome
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:
If you face any problem/issue, write to us at support@trywingman.com or chat with us on the Intercom chat.