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.
- 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:
- Hubspot CRM & Dialer account
- Wingman account: email us at firstname.lastname@example.org 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 email@example.com or chat with us on the Intercom chat.