The Empower HubSpot integration allows you to seamlessly sync your meeting data and leverage AI for CRM field mapping. In this guide, you’ll learn how to configure your advanced sync settings, manage CRM autofill, and set up Ask Empower.

Configure your Empower HubSpot Integration

1. Access the integration

Set up your preferences to ensure the correct data is sent to your CRM.

1. Go to the integrations settings in Empower.
2. Click on HubSpot.
3. Select the specific CRM object you want to update.
4. Choose an Empower field or add a custom AI prompt for the data you want to log.

2. Customize advanced sync settings

You can define exactly what data Empower captures and sends to your CRM using specific toggles and options.

1. Log internal meetings: Capture internal (team-to-team) meetings in your CRM for better visibility and tracking.
2. Log summaries: This setting is managed from the Dashboard Integration section.
3. Log meeting topics: Sync topics from video meetings to your CRM after each meeting (only video meetings, not for audio calls).
4. Log notes and comments: Sync notes and comments from Empower Studio to your CRM across video meetings and audio calls.

5. Sync emails sent from Empower: Log emails sent via Empower into your CRM for complete communication history.
6.  CRM Autofill settings: Enable CRM Autofill to configure how Empower identifies and fills CRM fields automatically using AI.
7. CRM Autofill: Set up how Empower identifies and fills CRM fields using AI.
8. Manage CRM required fields: Define which fields are mandatory when creating or updating CRM records.

Configure the CRM Autofill settings

1. Click on Configure.
2. Click on Add field mapping.
3. Select the fields and choose the options.
4. Fill in the required details.
5. Click on Save.

Manage CRM Required fields

Define which fields are mandatory when creating or updating CRM records.

1. Click on Manage.
2. Click on Add fields.
3. Choose the CRM fields based on your choice.
4. Add as many as you need.

⚠️ You must have admin access to your CRM to fetch and configure the required mapping fields.

4. Set Up Ask Empower

You have two choices to set up Ask Empower to correctly map and query your CRM data.

Business Context (for AI)

Help AI understand your products, terms, and workflows. Business context provides information the LLM can't discover from the schema alone, such as product names, terminology, fiscal year, and workflow rules.

1. Click on Set up.
2. Make your description.

Field Mapping

Define each field's purpose for Empower to query and fill CRM data.

1. Click on Manage.
2. Review the AI-suggested mapping.
3. Click on Accept or Discard, then accept and continue.

Or create your own mapping:

1. Click on Go to mappings.
2. Click on Add field mapping.
3. Add a description (describe the business meaning of this CRM field so Empower can map and use it correctly in Ask Empower and automations).
4. Click on Save.

🎉 You now know how to configure your integration and can perfectly synchronize your data with HubSpot.