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Otter.ai <> HubSpot Integration Guide

Otter Help
  • Updated

HubSpot's integration with Otter

Connect your HubSpot account to Otter.ai and experience the myriad of benefits it brings to your business. From centralized customer management to data-driven Otter insights, this integration is your shortcut to streamline conversations directly with your HubSpot CRM. Discover how our HubSpot integration can elevate your operations and drive growth. 

You have the option to connect HubSpot to your entire Workspace or just your Otter account.

Plan: This feature is only available for the Enterprise plan. 

Integration Overview

Once connected, Otter will automatically look for conversations with the following criteria and label them as a ‘Sales’ call, to sync them over to HubSpot. The following are the criteria for a conversation to be tagged as a 'Sales' call.

  • Conversations recorded from a calendar event* 
  • Calendar event has an external guest (i.e., guests outside your Otter Workspace)

Conversations can be recorded with OtterPilot (recommended) or by manually starting a recording and selecting the calendar event. 

recording sales call.png

Tip: We recommend setting up a Centralized Sales Channel to automatically localize all conversations recorded from calendar events with external guests. Calls shared to this Channel will automatically be tagged as a ‘Sales’ call.

Seamlessly manage and see all Otter conversations directly in HubSpot. Some of the highlighted features include: 

  • Searching and accessing your Otter conversations directly in HubSpot.
  • Searchable meeting title that is consistent across Otter and HubSpot.
  • One-click link to view the full Otter conversation. 
  • Easily access all generated Sales Insights to drive the next steps. 
  • Automatically associate Otter conversations with relevant HubSpot contacts and opportunities.

Hubspot overview

Otter notes & insights

Easily review important details generated by Otter within the contacts or deals page. 

  • Meeting conversation title.
  • Date and time of the meeting conversation.
  • Participants of the meeting.
  • One-click link to the conversation to use Otter Chat, preview, playback, and edit the transcript.
  • Customizable sales insights.

hubspot more info.png

Search for Otter conversations

Using HubSpot’s global search, you can easily find the Otter conversation linked to the meeting, contact, and opportunity.  

  1. Type your meeting keywords into the search bar in the upper right corner of HubSpot.
  2. Click on the desired result to view the Otter insights. 

Deals & contacts

The Otter conversation is available on both the deals and contacts page. 

deals.png

Note: You must link the Contact to the Deal object for the Otter conversation to show up in the Deals feed. 

contacts.png

 

Connect HubSpot only to your Otter account (Member)

As a member of the Workspace, you can connect your HubSpot account to start syncing your conversations. Completing these steps will only sync your account and Otter conversations to HubSpot. If you are looking to sync every member conversation, have your Workspace admin follow these steps to connect HubSpot to the entire Workspace.

  1. Sign in to Otter.ai as an Admin.
  2. Click Apps on the left navigation menu.
  3. Next to HubSpot, click Add.
    Note: If HubSpot is not showing as an option on the Apps page, please contact your Otter account manager.
  4. Sign into your HubSpot account. 
  5. Select the HubSpot instance you want to connect to Otter and click Choose Account.
  6. Read through the permissions list and click Connect app to finish the process.
  7. Your HubSpot is now connected to your Otter account. 

Connect HubSpot to your Otter Workspace (Admin Required)

Note: You must be the Admin of your Otter Workspace to connect to HubSpot. An admin only needs to connect to HubSpot once for the entire Workspace. 

Connect your HubSpot account to Otter and start syncing meeting conversations directly to your CRM. 

  1. Sign in to Otter.ai as an Admin.
  2. Click Apps on the left navigation menu.
  3. Next to HubSpot, click Add.
    Note: If HubSpot is not showing as an option on the Apps page, please contact your Otter account manager.
  4. Sign into your HubSpot account. 
  5. Select the HubSpot instance you want to connect to Otter and click Choose Account.
  6. Read through the permissions list and click Connect app to finish the process.
  7. HubSpot is now connected to your entire Workspace for all members.

 

Tip: Does your team use Salesforce as well? Check out our Salesforce integration to sync Otter across all of your team’s platforms!

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