Piper integrates with HubSpot in the following ways:

• Send notes to your Deals, Contacts, and Companies
• Create meetings in your Deals, Contacts, and Companies
• Fill selected properties in your Deals (launching soon for Contacts)

To enable these features, at least one Piper Admin must be a Super Admin in HubSpot. Watch the video walkthrough:

https://www.youtube.com/watch?v=OT0eB-jFiRk

🔗 Integrating Piper to Your HubSpot

Enabling Hubspot Integration

Setting Up Team HubSpot Permissions

Setting Up HubSpot Assignation Logic

CRM Auto-Sync

CRM Update Frequency

CRM Fields

HubSpot Call

🎬 Auto-Creating and Updating HubSpot Meetings