Meeting notes → Saved as Activities in HubSpot contact or deal records.
Includes summaries, key points, and follow-up tasks.
Common Automations
Sales discovery calls → Notes logged under the HubSpot deal.
Customer check-ins → Action items saved under the contact.
How to Connect
In Klu, go to Integrations > HubSpot.
Connect your HubSpot workspace.
Easily connect HubSpot and choose where your notes should sync.
2. On the top right corner click share and choose HubSpot
Simply share to HubSpot then select which contact you want the notes to be synced to.
3. Choose whether to sync to Contacts or Deals.
Select which contact you want to share the notes to.
4. Notes start flowing into HubSpot automatically.
Klu Meeting notes will appear under the notes tab in contacts.
Permissions & Security
Only syncs notes with records you select.
SOC 2 + GDPR compliant.
Who Benefits
Sales: Every client conversation logged for better forecasting.
Marketing: Insights from calls inform campaigns.
Leaders: Visibility into the entire funnel.
FAQs
Q: What does Klu send into HubSpot? A: Meeting notes, including summaries and action items, are logged directly into HubSpot contacts, companies, or deals.
Q: Can I set up automation rules for HubSpot sync? A: Yes, you can configure Klu to auto-log notes from client calls, demos, or specific calendars straight into HubSpot.
Q: Does Klu overwrite existing HubSpot notes? A: No, each meeting is logged as a new note. Your existing HubSpot data remains untouched.
Q: Is HubSpot CRM data protected? A: Absolutely. Klu is SOC 2 + GDPR compliant, and only reads calendar/meeting data that you approve.