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Logging activity to HubSpot

Written By Jack Bateman-Chuah (Super Administrator)

Updated at September 11th, 2023

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 dialled.
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 dialled 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)