Quick overview

Glyphic has a deep integration with HubSpot that enables it to:

• automatically update your fields on Contact, Company, Deal, and even custom objects;

• add Notes to the same objects;

• automate win/loss analyses.

Inversely, Glyphic can:

• read emails logged in your HubSpot to improve deal insights and summaries.

• include any information you already have in HubSpot to customize prep sheets generated by Glyphic. This is especially useful in case you work with data enrichment providers.

You can easily move between Glyphic and HubSpot as the relevant objects are interlinked.

Steps required to take advantage of Glyphic’s HubSpot integration:

1. Connect your HubSpot instance to Glyphic.

2. Define the information you’d like Glyphic to capture from your conversations and where in HubSpot it should be stored.

3. Enable autosync.

Connecting your HubSpot to Glyphic

You can connect Glyphic to HubSpot using the following simple steps:

Defining your HubSpot fields mapping

Glyphic can listen to your sales calls and automatically update fields (standard or custom) on your HubSpot objects (Contact, Company, Deal, other custom objects) within minutes of the call finishing.

In order to enable this feature, you need to let us know which fields you’d like Glyphic to update. Glyphic can then sync both your top-level MEDDPICC/BANT/SPICED information and additional custom insight fields that you’ve already set up in your HubSpot or are about to set up.

To set up your Hubspot field mapping, go to Insights Settings and define your insight fields.

You can see what other customers track in Inspirations for custom insights.

Glyphic implements a default field update behavior in case the field already has some previous value. The default behavior depends on the field type:

• Text: We append new information to existing value, together with the date of the call.

• Picklist: We don’t update the value.

• Number: We don’t update the value.

• Multipicklist: We add any new values to the existing values.

This behavior can be adjusted based on your requirements.

Moving between HubSpot and Glyphic

You can view your related CRM records straight from Glyphic.

Calls

Any objects related to a call will be listed, and you can click to jump straight to that record within your CRM.

If you have Glyphic's CRM sync features enabled we'll also highlight which records Glyphic has updated for you ✅

Similarly, your notes exported to HubSpot will have backlinks to Glyphic so that you can always go back to the relevant call:

Deals and companies

The deal and company pages contain links to the relevant HubSpot/Salesforce companies and deals in the header:

Glyphic also automatically collects all call participants across calls in a opportunity or with an account. If the participants exist in your HubSpot/Salesforce, Glyphic will show links to the relevant Contact objects:

Company in HubSpot

You can automatically populate a specified field in your HubSpot Company object with a link to the associated Glyphic company/deal page. This makes it easy to navigate from HubSpot to Glyphic, where you can view all insights and interactions related to the Company.

How to Enable

1. Create the Field in HubSpot:

   • Add a new Single-line text field in your HubSpot Company object where you want the Glyphic links to appear.

2. Configure Glyphic Settings:

   • Go to Settings -> Organizational in Glyphic.

   • Click on the cogwheel next to the HubSpot integration.

   • Under “Glyphic link field”, enter the internal name of the field you created in HubSpot.

     

Note: This will only populate companies in HubSpot associated with new companies that appear in Glyphic after setting the field. If needed, it is possible to populate the field for existing companies as well. Contact support for assistance with this.

Contact creation

Glyphic can automatically create contact records in your CRM for external call participants who don't already exist in your system. This helps ensure that all your important prospects and customers are properly tracked in your CRM after every call.

After every call, Glyphic will:

1. Identify External Participants
   Determine which call participants are external to your organization.

2. Check for Existing CRM Records
   Search your HubSpot to see if these external participants already exist as Contacts.

3. Create New Records If Needed
   For any participants not found in your CRM, Glyphic will create a new Contact and associate it to the Company record if it exists.

To enable it for all your future calls:

1. Go to Organizational Settings

2. Click on the cogwheel ⚙ next to the HubSpot integration

3. Switch on "Automatically Create Contacts".

How Glyphic Associates Your Calls to HubSpot Deals

Glyphic automatically associates your calls with the right HubSpot Deal in three steps:

Step 1: Identify External Participants

Glyphic identifies external attendees on your call and matches their email addresses to Contacts in HubSpot.

Step 2: Find Relevant Deals

Glyphic looks for Deals associated with those Contacts.

If no Deals are found at the Contact level, Glyphic expands the search to include all Deals linked to the participants' Company.

Step 3: Select the Best Match

From the pool of relevant Deals, Glyphic applies timing logic to choose the most appropriate one:

• Highest Priority: Deals that existed before the call and are still open.

• Medium Priority: Deals that existed before the call but closed on the same day.

• Lower Priority: Deals created within two weeks after the call (capturing new deals that may have originated from the meeting).