Adds deal stage and owner to the pre-meeting brief, then logs the meeting as an activity afterward.
Summary and actions, attached to the matching record
Queued to send, tried again if it fails, and never sent twice. You can see every send: what went out, when, and what came back.
Before a customer call, Jaha has already read the deal in HubSpot: recent activity, open items and what was promised last time. When someone asks “where did we leave this?”, the answer comes from your CRM, so nobody has to rely on memory.
Integrations in your dashboard lists HubSpot along with everything else your plan includes.
Create an API key in HubSpot and paste it once. It's encrypted right away and masked everywhere it appears after that.
Pick the destination in HubSpot and which parts of a meeting it gets. That's the rule, and it starts working from the next meeting.
Keys are encrypted at rest with a dedicated key and never shown again after you save.
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