Syncing Hubspot and Chorus
It’s essential to ensure that every conversation is tied to an outcome (e.g. Who was called, when, what was discussed, did the deal progress stages, etc.). Syncing Chorus with Hubspot will associate your calls with the correct Company Name, Deal Name, Deal Stage, Deal Size, and Close Date. This will allow you to filter calls down to the ones you care about the most - for example large deals set to close this quarter.
- Chorus Admins should log in and head to https://chorus.ai/settings/integrations
- From here, you can click “Enable” next to the Hubspot CRM option.
- Sign in using your Hubspot Credentials.
- All set!
All done Syncing Hubspot? Proceed to the next steps: