Docket + HubSpot Integration - Docket

Docket + HubSpot

With Docket and HubSpot, associate meeting recaps with contact records never lose important meeting notes again.

Organize Your HubSpot Sales Meetings with Docket.


Create Clarity

Keep customer records organized. Associate and save meeting notes and recordings with HubSpot contacts to refer back to in the future. Automatically sync meeting notes with contact records. No more manual tracking or digging around. Remember everything you or a contact said.

Enhance Transparency

Never lose an important meeting note again. Your sales and customer success teams can quickly post vital information for the rest of your organization without the burden of additional busywork.

Maintain Alignment

Eliminate manual processes. Focus on helping your customers with one-click sharing from Docket to HubSpot. The Docket + HubSpot integration empowers you to leverage important meeting notes in HubSpot’s customer journey tools and workflow automation.

Leverage the power of HubSpot's CRM with your Docket meeting notes

Summarize client meetings

Remember everything a client said, document all decisions, and record next steps by associating the Docket meeting recap directly with a HubSpot contact. Never lose important meeting notes again.

Maintain internal meeting notes

Discussing the details of a sales prospect? Take the meeting notes from your quick sync and tie them to the HubSpot contact for future reference. Keep up-to-date with action items and opportunities.

Organize records with HubSpot workflows

Use Hubspot workflows to remind team members to sync Docket meeting notes to Hubspot meeting activities so your customer data won't grow stale.

“Docket helps us build better agendas, easily share notes, and follow up on action items. We have noticed our meetings have better preparation and follow through since partnering with Docket.”

Roger Deetz, VP of Engineering at Springbuk

Studio Science

“Docket has quickly become essential to doing our best work at Studio Science. Meetings are critically important to the services we provide clients, and having a platform dedicated to making meetings more effective, collaborative, and structured is game changing.”

Steve Pruden, CEO at Studio Science

webtekslogo

“Docket simplifies, unifies and builds value by helping us execute meetings and create real efficiencies, which has digitally transformed our meeting process.”

John Vernon, COO at Web Teks

Docket was named the 2020 Zoom™ App Marketplace ‘Whale Watch’ Competition Winner.Learn more
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