Connect Your Meeting Notes & Tasks and Your Customer Accounts with Hubspot & Hugo

With the Hubspot for Hugo integration, managing meeting-centric tasks and notes across your entire CRM and meeting workstream has never been easier. Explore three ways Hubspot users can improve the way they work.

Sync Hugo Docs to Hubspot

Connect your Hugo documents to your Hugo objects with just a few clicks. As updates are created in one environment, the integration will automatically update the other environment to ensure your single source of truth remains true - wherever it lives. Hugo can even detect if a meeting attendee exists in Hugo and can automatically add an action to sync that document to Hugo.

Create Hugo Tasks, Cases & Events from Hugo

Leverage your Hugo interface to manage your everyday meeting workstream. Create transferable tasks, cases, and events directly from Hugo to stay focused on your meeting workstream while maintaining the integrity of your customer records.

Provide Documented Meeting Context

Let your meetings speak for themselves. For each Hubspot action created in Hugo, a link back to the docs will be included so that teammates have the context they need when reading data in your CRM. 

How to

integrate

Hubspot

with Hugo

1
Sign up for a Hugo
and
Hubspot
account to
get started

Need help?

Check out our
Hubspot
and Hugo
integration support resources.

What is Hugo?

Hugo brings together your calendars, meetings, notes, and tasks in one place. Users can streamline their meeting prep with best practice templates and collaborative agendas, find any note, task, or decision in seconds, and connect their meeting workstream to 20+ popular work apps and 1,000s through Zapier.

Hugo’s trusted by teams at Slack, Netflix, Stripe, Atlassian, and thousands more to help teams better organize and share meeting-related information and fully realize the rewards of hybrid and remote collaboration.

What is

Hubspot

?

Hubspot Sales Hub eliminates friction by bringing all your tools and data together on one easy-to-use, powerful CRM platform your whole team will love. Now you’re freed up to focus on what really matters: your customers.

Hear what else Hugo users have to say

PlayRomir Bosu

Hugo solves visibility, ensures we start and finish meetings on time, stick to an agenda and collaboratively prepare before the meeting.

Romir Bosu
Clubspeed
PlayMichelle Su

I felt like I came to Hugo meetings a lot more prepared and a lot less stressed. We've really kicked disorganization out of our meetings.

Michelle Su
Jostle
PlaySummer Stewart

After using Hugo it was really hard to imagine taking notes outside of Hugo again.

Summer Stewart
Toolio
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