HubSpot Card Integration
Our HubSpot integration has become even more powerful! 🚀
Now, you and your team can easily access your last five calls, complete with a link to the recording and a summary of each call. This feature is designed to streamline your workflow and enhance your productivity.
Adding the HubSpot Card
Anyone in HubSpot with the right permissions can add this new card to the overview section for a Company, Contact, Deal — or all three!
💡 Make sure HubSpot is connected to your Fathom account before configuring the HubSpot Card integration. You can learn more here!
Add to Company
Step 1: Choose a Company
Start by selecting any Company in HubSpot.
Step 2: Customize the Record
Click on 'Customize Record.' If you don’t see this option, confirm your permissions with your HubSpot Administrator.
Step 3: Select a View
Choose the view where you would like to see this new card. Typically, there is one Default view, but you may have additional options.
Step 4: Add Cards
Once you’ve selected the view, click 'Add Cards.'
Step 5: Choose Card Types
Under Card Types, select 'Apps' and check the box for 'Recent Company Meetings.'
Step 6: Adjust Card Order (optional)
After checking the box for Recent Company Meetings, you can adjust the order in which the cards are displayed. We recommend placing this card at the top for easy access. Click 'save and exit' to update.
Adding to Contacts and Deals
Now that you’ve completed these steps to add the card to all your Company records, you can also add it to Contacts and Deals! The steps are the same as above, but you'll start by selecting a Contact or Deal. The name of the App will differ slightly:
Recent Contact Meetings
Recent Deal Meetings
With these simple steps, you can enhance your HubSpot experience and keep your team informed with the latest call summaries and recordings.
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FAQs
Can we access more than five calls?
This integration only captures the five most recent calls. Any older calls will remain in HubSpot as usual.
How does Hubspot know a Deal or Company is related to a Fathom call?
We recommend associating Contacts with your HubSpot Companies and Deals. When you invite a HubSpot Contact to your meeting, their details will automatically link the Fathom call to both the associated Company and Deal based on their participation.