{"id":22150,"date":"2025-06-24T14:18:41","date_gmt":"2025-06-24T13:18:41","guid":{"rendered":"https:\/\/www.tingai.io\/?page_id=22150"},"modified":"2025-06-24T14:51:47","modified_gmt":"2025-06-24T13:51:47","slug":"hubspot-integration","status":"publish","type":"page","link":"https:\/\/www.tingai.io\/es\/hubspot-integration\/","title":{"rendered":"HubSpot Integration"},"content":{"rendered":"<h3 class=\"wp-block-heading has-text-align-center\">Video Tutorial<\/h3>\n\n\n\n<div style=\"text-align: center;\">\n  <iframe \n    src=\"https:\/\/www.loom.com\/embed\/0746334f2f10496ab87d2ba6677ecaae?sid=ee37e120-29f0-4b6d-aa4c-36cf4fcb2686\" \n    frameborder=\"0\" \n    webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"width:100%; max-width:800px; height:500px; display:inline-block;\">\n  <\/iframe>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\">Setting Up the Integration<\/h3>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-252467f5383ede28dcfcafb3a64052bf\" id=\"21cca6df-4a1e-801b-9a68-f76f46b5e559\"><strong>\ufe0fStep 1<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-0132793fcd658c0f05f772bcb8965ac1\" id=\"21cca6df-4a1e-805e-b214-ecdc760e5e69\">Sign in to<a href=\" https:\/\/platform.tingai.io\/\"> https:\/\/platform.tingai.io\/<\/a> via Google. <\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-86a21352ffeff4bfcb48bfe358c8b1a9\" id=\"21cca6df-4a1e-805e-b214-ecdc760e5e69\">Once signed in, you\u2019ll be able to see all your scheduled meetings.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"533\" src=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-1024x533.png\" alt=\"\" class=\"wp-image-22151\" style=\"width:712px;height:auto\" srcset=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-1024x533.png 1024w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-300x156.png 300w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-768x400.png 768w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-1536x800.png 1536w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-710x370.png 710w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image.png 1901w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p id=\"21cca6df-4a1e-80be-bbb7-d87311f5ccdc\"><strong>Step 2<\/strong><\/p>\n\n\n\n<p id=\"21cca6df-4a1e-8056-9c02-f6aea1e81ef6\">Navigate to the&nbsp;<a href=\"https:\/\/platform.tingai.io\/settings\" target=\"_blank\" rel=\"noopener\">Settings page<\/a> on the top right corner by clicking your user profile icon. Click&nbsp;<strong>Integrate&nbsp;<\/strong>under HubSpot under the Integrations section of the Customize page. If you don&#8217;t see HubSpot as an option, contact our Support team and we&#8217;ll update that for you!<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" width=\"1024\" height=\"526\" src=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-1-1024x526.png\" alt=\"\" class=\"wp-image-22152\" style=\"width:746px;height:auto\" srcset=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-1-1024x526.png 1024w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-1-300x154.png 300w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-1-768x394.png 768w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-1-1536x789.png 1536w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-1-710x365.png 710w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-1.png 1893w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p id=\"21cca6df-4a1e-8092-8ffe-e80ca185e0f4\"><strong>Step 3<\/strong><\/p>\n\n\n\n<p id=\"21cca6df-4a1e-8024-b124-c08ab76b68fa\">You will be taken to your HubSpot account and asked to log in via OAuth if you&#8217;re not already logged in to your HubSpot account on your browser. From here, click&nbsp;<strong>Connect App.<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"423\" height=\"352\" src=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-2.png\" alt=\"\" class=\"wp-image-22153\" srcset=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-2.png 423w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-2-300x250.png 300w\" sizes=\"(max-width: 423px) 100vw, 423px\" \/><\/figure><\/div>\n\n\n<p id=\"21cca6df-4a1e-8070-bd31-dca5c7fa1181\">\ud83d\uddd2\ufe0f If you have more than one HubSpot account, then you&#8217;ll be asked to select which one you want to connect to via Ting. At this time, you can only be connected to one HubSpot account.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"21cca6df-4a1e-803a-b9a3-eac2aea5a578\"><strong>Step 4<\/strong><\/p>\n\n\n\n<p id=\"21cca6df-4a1e-80e2-b72e-e7d3c43ab126\">Once the HubSpot account is setup, navigate to your Ting platform &amp; click on Deal fields. You will be able to see all of the fields that Ting AI can fill up for you. Pick the ones that you want Ting to fill up for you &amp; import them.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"586\" src=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-3-1024x586.png\" alt=\"\" class=\"wp-image-22154\" style=\"width:764px;height:auto\" srcset=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-3-1024x586.png 1024w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-3-300x172.png 300w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-3-768x440.png 768w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-3-710x406.png 710w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-3.png 1106w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p id=\"21cca6df-4a1e-8053-846a-ef2e7e701add\"><strong>Step 5<\/strong><\/p>\n\n\n\n<p id=\"21cca6df-4a1e-8074-85bc-decab86948f3\">Navigate to imported fields where you\u2019ll be able to see all the prompts that the team will be using to fill up those fields. Check &amp; review these fields based on your requirements &amp; click update.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"585\" src=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-4-1024x585.png\" alt=\"\" class=\"wp-image-22155\" style=\"width:758px;height:auto\" srcset=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-4-1024x585.png 1024w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-4-300x171.png 300w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-4-768x439.png 768w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-4-710x406.png 710w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-4.png 1103w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\"><strong>How does it work?<\/strong><\/h2>\n\n\n\n<p id=\"21cca6df-4a1e-8004-b991-e27f4e4ed56f\">Once you have connected Ting to HubSpot, your calls will automatically sync to all deals in your account.<\/p>\n\n\n\n<p id=\"21cca6df-4a1e-80ee-a1e9-c015c515661e\">You will find all your recorded meetings under the meetings tab on your Ting platform. Find &amp; click on an individual call to view the call details page.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"530\" src=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-5-1024x530.png\" alt=\"\" class=\"wp-image-22156\" style=\"width:714px;height:auto\" srcset=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-5-1024x530.png 1024w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-5-300x155.png 300w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-5-768x397.png 768w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-5-1536x794.png 1536w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-5-710x367.png 710w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-5.png 1891w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p id=\"21cca6df-4a1e-8018-82a5-eb841fda9d28\">On this page, you can view the call transcript, review the summary &amp; action items and also interact with the AI assistant.<\/p>\n\n\n\n<p id=\"21cca6df-4a1e-8076-a4c6-dc1c4fa39704\">On the bottom left-hand side, you can view what contact this meeting was with &amp; what deal it was associated to. Click on deal and you\u2019ll be routed to the HubSpot deals page.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"590\" src=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-6-1024x590.png\" alt=\"\" class=\"wp-image-22157\" style=\"width:708px;height:auto\" srcset=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-6-1024x590.png 1024w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-6-300x173.png 300w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-6-768x443.png 768w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-6-710x409.png 710w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-6.png 1096w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>After a call, you can view your<strong>&nbsp;call summary when you click Notes&nbsp;<\/strong>in HubSpot. You can also see the <strong>tasks<\/strong> that were created. And you can see the different fields that you selected have been filled up on the left-side panel.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"531\" src=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-7-1024x531.png\" alt=\"\" class=\"wp-image-22158\" style=\"width:740px;height:auto\" srcset=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-7-1024x531.png 1024w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-7-300x156.png 300w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-7-768x398.png 768w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-7-1536x797.png 1536w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-7-2048x1062.png 2048w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-7-710x368.png 710w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"625\" src=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-8-1024x625.png\" alt=\"\" class=\"wp-image-22159\" style=\"width:746px;height:auto\" srcset=\"https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-8-1024x625.png 1024w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-8-300x183.png 300w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-8-768x469.png 768w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-8-710x433.png 710w, https:\/\/www.tingai.io\/wp-content\/uploads\/2025\/06\/image-8.png 1109w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\"><strong>Navigating HubSpot Call Notes<\/strong><\/h3>\n\n\n\n<p id=\"21cca6df-4a1e-8077-820f-ea61d275933a\">Your colleagues can also view the call recording, transcript, and notes if you share the url of the meeting on Ting.<\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\">Things to note<\/h3>\n\n\n\n<ul id=\"21cca6df-4a1e-80c0-a3c9-c7bda033e678\" class=\"wp-block-list\">\n<li>Once the integration is connected, we&#8217;ll sync calls moving forward.<\/li>\n\n\n\n<li>The intended contact in HubSpot must be added to the scheduled meeting for it to sync. External contacts are identified by their&nbsp;<strong>primary email address<\/strong>&nbsp;&#8211; we cannot match with secondary\/additional addresses on their profile.<\/li>\n\n\n\n<li>HubSpot sync will work on scheduled calls on your main calendar &#8211; it won&#8217;t pick up calls from sub-calendars or secondary calendars.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\"><strong>How to Disconnect HubSpot<\/strong><\/h3>\n\n\n\n<p id=\"21cca6df-4a1e-8020-b891-e2804108772d\">Use these quick steps to disconnect Ting from HubSpot:<\/p>\n\n\n\n<ol start=\"1\" id=\"21cca6df-4a1e-8074-80f1-c28bbc49990e\" class=\"wp-block-list\">\n<li>Go to HubSpot \u2192 Settings<\/li>\n\n\n\n<li>Under Account Setup \u2192 Integrations \u2192 Connected Apps<\/li>\n\n\n\n<li>Find \u201cTing\u201d<\/li>\n\n\n\n<li>Click Actions \u2192 Uninstall<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\"><strong>Expected Behavior<\/strong><\/h3>\n\n\n\n<p id=\"21cca6df-4a1e-8040-a759-eee4341ba95f\">After disconnecting from HubSpot, the data already synced will remain in the system &#8211; nothing will be deleted. All of your calls in Ting will also remain as-is.<\/p>\n\n\n\n<p id=\"21cca6df-4a1e-800a-abda-e1cec837faee\">Future calls recorded with Ting, or edited in Ting, will not sync to HubSpot after disconnecting. There will be no sync between Ting and HubSpot if the integration has been disconnected.<\/p>\n\n\n\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>Video Tutorial Setting Up the Integration \ufe0fStep 1 Sign in to https:\/\/platform.tingai.io\/ via Google. Once signed in, you\u2019ll be able to see all your scheduled meetings. Step 2 Navigate to the&nbsp;Settings page on the top right corner by clicking your user profile icon. Click&nbsp;Integrate&nbsp;under HubSpot under the Integrations section of the Customize page. If you [&hellip;]<\/p>","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-22150","page","type-page","status-publish","hentry"],"rankMath":{"parentDomain":"www.tingai.io","noFollowDomains":[],"noFollowExcludeDomains":[],"noFollowExternalLinks":false,"featuredImageNotice":"La imagen destacada debe tener al menos 200 por 200 p\u00edxeles para que Facebook y otros sitios de redes sociales puedan 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