Syncing Captello Notes to a Contact's Timeline in HubSpot

Last updated 7 months ago

While normally a note from Captello would sync to a HubSpot notes field, it is more convenient if each note is recorded as an entry on a contact's timeline.

The following video explains how to sync captured notes from Captello to a contact's profile in HubSpot as an activity on the contact's timeline:

Watch the Video

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