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How to Use The Chorus.ai Hubspot Integration

By 
Max Gayler
 on 
December 9, 2024
Glossary

What is Chorus.ai?

Chorus.ai is a powerful conversation intelligence platform that helps sales teams capture, analyze, and act upon customer interaction data. The platform utilizes AI to provide insights that improve sales strategies, coaching, and customer engagement outcomes.

Which CRMs does Chorus.ai integrate with?

Chorus.ai integrates with several leading Customer Relationship Management (CRM) systems to enhance data synchronization and workflow automation:

CRM 1 - Salesforce

Chorus.ai integrates seamlessly with Salesforce, providing deep insights and automated data capture within sales workflows, enhancing visibility and productivity.

CRM 2 - HubSpot

HubSpot users benefit from Chorus.ai’s ability to log call data directly into the CRM, linking call outcomes to the correct customer records for better tracking and management.

CRM 3 - Microsoft Dynamics

Integrating Chorus.ai with Microsoft Dynamics enables teams to leverage conversation intelligence across their customer data, improving the accuracy of sales forecasts and customer engagement strategies.

CRM 4 - Zapier

Zapier extends Chorus.ai’s capabilities by connecting it with hundreds of other apps, allowing for custom automation workflows that enhance productivity and data management across various platforms.

How To Connect Chorus.ai to the Hubspot Integration

Integrating Chorus.ai with HubSpot optimizes how sales interactions are logged and used, ensuring every conversation contributes to sales intelligence and customer relationship management. Here’s how to set up the integration:

Step 1: Access Integrations in Chorus.ai

Log in to your Chorus.ai account, navigate to the Integrations page, and locate the HubSpot Connect option.

Step 2: Enable and Authenticate

Click ‘Enable’ next to HubSpot Connect, then enter your HubSpot admin credentials. HubSpot will send a confirmation code to your email which you’ll need to enter into Chorus.ai to proceed.

Step 3: Confirm and Connect

After entering the confirmation code, select your account and then click ‘Connect app’ to finalize the integration. This will allow Chorus.ai to begin syncing call activity and relevant data directly into HubSpot.

Push Call Activity to HubSpot (Automatic Task Creation)

Once integrated, Chorus.ai will automatically create tasks in HubSpot for each recorded call, including details such as call participants, topics discussed, and next steps. This integration ensures that all sales activities are logged and accessible within HubSpot, enhancing team collaboration and follow-up efficiency.

To see Chorus.ai’s complete guide, go here.

How do I speak to Chorus.ai Customer Service?

For support or questions regarding the Chorus.ai platform, including its integrations, you can contact Chorus.ai’s customer service team through the following methods:

  • In-App Support: Click on the help or chat icon in the Chorus.ai dashboard.
  • Email Support: Send an email to support@chorus.ai for assistance.
  • Phone Support: Access the customer support number provided in your account settings for more direct help. This is given on a case-by-case basis.

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