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Integrations

Your meeting notes, in HubSpot.

Connect a Mochi folder to HubSpot, and each meeting's notes are logged on the contacts you met, as a note with the summary and a link back to Mochi.

How it works

  • Connect HubSpot with a private app token.
  • For each note, Mochi finds the HubSpot contacts with the emails of the people in the meeting.
  • It adds a note to those contacts with the title, the summary and a link to the full note.

Who it's for

Sales and customer teams that want every call on the contact's timeline, without copying notes by hand.

Set it up

  • Open a folder in Mochi's team space, or one of your own.
  • Choose HubSpot under the folder's apps and connect it.
  • Every note added to the folder from then on is sent by itself.

Questions

Do I need to send each note to HubSpot myself?

No. Connect the folder once; each note that lands in it is sent when it's ready.

Does a bot join my calls?

Not when you record with the Mac app: Mochi captures your microphone and your Mac's audio. On iPhone and Apple Watch, it records in person.

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