When you log an activity, Jiminny will automatically create an engagement in HubSpot. It will be logged in different ways depending on the activity type:
Text Messages will log as Notes
Dialer Calls will log as Calls
Conferences will log as Meetings
Where do we log?
You'll see everything in HubSpot on the relevant record(s):
Contacts and Companies
If you're logging from the dialer, you can log against whichever record you dialed.
If you're logging in the conference, you can only log to a contact due to a HubSpot limitation.
Deals
If you select a Deal, the activity will also appear there. Note: you can't log to a Deal unless you've dialed a Company.
What gets logged?
The activity will include the following fields:
Call or Meeting type (e.g. Discovery Call) [HubSpot Professional and above only]
Outcome (e.g. Left voicemail) [Dialer calls only]
Attendee list
Duration of call
Link back to Playback in Jiminny
Summary notes
Meeting notes (timestamped, if provided)
Check out this article if you want to learn more on how to set this up.