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How to import calls from HubSpot
How to import calls from HubSpot
Hugo Dias avatar
Written by Hugo Dias
Updated over 3 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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