Automating HubSpot Data Transfer to Dovetail: Tips and Tools
How best to get data from HubSpot forms into Dovetail? Hi Everyone, I’m very new to Dovetail, keen to automate data capture about the behavioural change programmes we lead with B2B sales teams. We use MS Teams for online meetings and HubSpot as CRM. I’m aware I can connect my 365 account to Dovetail to automatically sync Teams meetings. Does anyone have experience or suggestions about how best to automate moving data from HubSpot forms into projects? It seems likely that either Zapier or Make.com are most likely the best options. I’m unsure how to approach getting data from each client cohort into different projects. Might this best be via a hidden field in the form? And should I go straight from HubSpot into Dovetail, or use a Google sheet as an intermediate stage to check data structure? I’d welcome any help - Thanks!