Before connecting your HubSpot account to Swyft, you will need to purchase seats so that a Swyft admin can configure an instance for your organization. You can contact a sales representative by booking a demo here.
After you have worked with us to set up your instance, visit https://app.swyftai.com and click the "Sign in with HubSpot" button (see screenshot below).
Next, select your HubSpot instance when prompted.
Upon completing the connection flow, Swyft will automatically associate your account with your previously configured organization in Swyft based on your email.
Next, you will be prompted to go through the Swyft onboarding flow. This will include connecting your web conferencing platform (such as Zoom) and optionally connecting Slack for notifications.
After you have completed setup, Swyft will automatically send you an email or Slack message when we have finished analyzing your recorded sales conversations. From there:
Click on the link in the notification
Associate the meeting with a record(s) in HubSpot
Review the suggested information
Click the update button in Swyft to sync the data to their corresponding objects/fields in HubSpot.
As always, please reach out to [email protected] if there are any questions.