Who can do this?
Calls recorded and analyzed in Gong are exported to Hubspot as either a meeting, call or note object in a Company, Contact, or Deal. By default calls are exported as meetings. If you have already exported calls as one object and change to a different object, the existing calls are not changed to the new object. However, if calls already exported to Hubspot are re-exported, for example if you add a field to the export list, then those calls will be re-created as the new object.
To export calls to Hubspot:
In your company's settings page click Hubspot.
In Export calls as Hubspot, select whether you want to export calls as meetings, calls or notes.
If you integrate Hubspot with google calendar, you may have duplicate meeting objects in Hubspot if you export your calls as Hubspot meetings. In this case, choose call or note.
The object created in Hubspot contains:
The call name and participants*
A link to the call in Gong
A list of meeting attendees*
A list of action items identified by Gong
The association to a HubSpot entities
* The Meeting object lists both call participants and attendees, which are not always the same thing.
Participants refers to people who joined the call.
Attendees refers to people who joined the call, who also have a contact record in HubSpot.
Calls exported as meetings are displayed as follows in Hubspot:
Calls exported as notes are displayed as follows in Hubspot:
Calls exported as calls are displayed as follows in Hubspot: