Task · Admin console

Choose which activities are sent to HubSpot

Decide which Bridge activity is logged in HubSpot

Screen
CRM
Section
HubSpot integration
Steps
7
Version
1.0
Updated

Also searched as: activities, activity logging, log calls, calls in hubspot, emails in hubspot, meetings in hubspot, tasks in hubspot, associate with deal, associate with contact

Markdown version

What you can do

Decide which Bridge activity is logged in HubSpot

Calls, emails, meetings and tasks from Bridge can reach HubSpot as activities, associated with the contact, the deal or both. In 7 steps.

  • Calls, Emails, Meetings and Tasks
  • Association with the contact
  • Association with the deal
  • Changes with Save changes

Steps

  1. Step 1 of 7

    Open the Activities tab

    This tab decides which activity reaches HubSpot.

    In Connections › CRM, with HubSpot connected, open the Activities tab. There you choose which activity types Bridge syncs to HubSpot: Calls, Emails, Meetings and Tasks.

    • Connections › CRM › Activities
    • Four types: Calls, Emails, Meetings and Tasks

    Watch step 1 on the screen

  2. Step 2 of 7

    Log calls as HubSpot Calls

    Bridge calls can be kept in HubSpot.

    Calls made from Bridge are logged in HubSpot as Calls, with their duration and metadata. The Calls row covers call logs created in Bridge and synced to your CRM.

    • They arrive as HubSpot Calls
    • With duration and metadata

    Watch step 2 on the screen

  3. Step 3 of 7

    Log emails as HubSpot Emails

    Bridge emails can be kept in HubSpot.

    Emails tracked in Bridge are logged in HubSpot as Emails. The Emails row covers email activities tracked in Bridge and synced to your CRM.

    • Emails tracked in Bridge
    • They arrive as HubSpot Emails

    Watch step 3 on the screen

  4. Step 4 of 7

    Log meetings as HubSpot Meetings

    Bridge meetings can be kept in HubSpot.

    Meetings scheduled through Bridge are logged in HubSpot as Meetings. The Meetings row covers meeting events logged in Bridge and synced to your CRM.

    • Meetings scheduled through Bridge
    • They arrive as HubSpot Meetings

    Watch step 4 on the screen

  5. Step 5 of 7

    Log tasks as HubSpot Tasks

    Bridge tasks can be kept in HubSpot.

    Tasks created in Bridge, including the ones AI generates from conversation content, are logged in HubSpot as Tasks. The Tasks row covers tasks created in Bridge and synced to your CRM.

    • Tasks created in Bridge, by AI too
    • They arrive as HubSpot Tasks

    Watch step 5 on the screen

  6. Step 6 of 7

    Associate each type with the contact or the deal

    Each activity can be associated with two HubSpot records.

    Each activity type has two independent toggles: Contact associates it with the contact in HubSpot and Deal associates it with the deal. In the example, calls and emails are associated with the contact only, and meetings and tasks with both the contact and the deal.

    • Contact: associated with the contact
    • Deal: associated with the deal
    • Independent toggles

    Watch step 6 on the screen

  7. Step 7 of 7

    Save your changes

    Your selection applies when you save.

    Click Save changes in the bottom bar to apply your selection. Next, you can decide which contact and deal fields are shown and edited in Bridge with the guide Control contact and deal fields.

    • Click Save changes
    • Next guide: contact and deal fields

    Watch step 7 on the screen