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How to import calls from HubSpot

Hugo Dias avatar
Written by Hugo Dias
Updated over 11 months ago

Learn how to easily import and review sales calls with HubSpot Integration on your AI Coach-connected HubSpot account.

Before we start

  • Make sure you've connected your HubSpot account with the AI Coach (tutorial)

  • Make sure you have available credits in your account.

How to import calls from HubSpot

Now that you have your HubSpot Account connected with AI Coach, let's start.

Step 1: Click on Review Call to get started

Go to AI Coach and click on Review Call

Step 2: Fill out the call review information

  1. Select the Meeting you want to review

  2. Pick the language the call was held

  3. Select a scorecard. Learn more about scorecards

Step 3: Click Start Review and wait a few minutes

  • Click Start Analysis, sit back and relax while the AI Coach does the job.

  • You will get your report in about 4 minutes (depending on the call length). The page refreshes automatically once it's ready.

  • If you want, you can leave this page while the analysis runs in the background (you will get an email when it's ready).

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