We’ve just launched a new integration - and it’s all about making your team’s communication and customer workflows even smoother.
Ulla® now connects with HubSpot, one of the world’s leading CRM platforms, to help you bring insights from both external and internal meetings closer to your customer records. Whether it's a call with a client or an internal sync discussing a specific account, those valuable insights no longer stay buried in notes or stuck in silos - they land directly inside your CRM, where your team can act on them.
🧠 Why integrate Ulla with your CRM?
From sales to legal, product to marketing - every team has conversations that relate to specific clients, deals, or cases. And those meetings are full of essential information: context, blockers, requests, next steps, concerns. But too often, this knowledge lives in someone’s head or gets lost in disconnected tools.
With the new Ulla + HubSpot integration, you can send AI-generated meeting summaries from Ulla straight into HubSpot - posted as Notes on a contact profile. That helps keep teams aligned, gives everyone access to the latest updates, and connects decision-making with real conversations.
This also means:
✅ No more copy-pasting between tools✅ Cross-functional teams stay updated without watching full recordings✅ Customer records stay clear, structured, and in sync✅ Key insights don’t get lost
🧩 What is HubSpot?
HubSpot is a popular all-in-one CRM platform used by teams to manage customer relationships, sales pipelines, marketing campaigns, and more. It’s trusted by over 180,000 businesses globally and is known for being user-friendly and integration-ready.
Now with Ulla® on board, HubSpot users can go beyond contacts and pipelines - and connect the dots between real conversations and real results.
🔄 How the integration works
Setting up the integration is quick and simple - no code or tech team needed. Once connected, you can send any meeting summary from Ulla into HubSpot manually, with just a few clicks.
Here’s how it works in practice:
- Connect your HubSpot account from the Ulla Dashboard (under the Apps section).
Ulla Dashboard → Apps → HubSpot tile → Authorise → Choose a HubSpot account or Sign in to HubSpot or Create a HubSpot account → DONE
- After your meeting, go to the Scripts tab in Ulla and open the relevant summary.
- Click Post → HubSpot and enter the contact’s email.
- The summary is sent as a Note to that contact’s profile in HubSpot.
- Only the meeting summary is shared - not the full transcript or recording. You stay in control.
🚀 What this means for your team
Ulla’s HubSpot integration turns meetings into searchable, structured, and shared context. That means less friction between teams - and more time for building trust, closing deals, or solving problems.
It’s a small change with a big impact:
- Sales → see next steps from the last call without asking
- Customer success → track client sentiment over time
- Leadership → spot risks or patterns without manual digging
And because you choose which meetings to send, it fits naturally into your workflow.
Ready to connect Ulla with HubSpot?Head to the Apps tab in your Ulla Dashboard and authorise HubSpot in just a few clicks.
Need help? Our team is always here to support you.