Your HubSpot deal properties are only as useful as the data inside them. Bluedot's AI note taker can automatically pull key information from your sales calls, pain points, timelines, decision-makers, and map it directly to your custom properties. The result: richer deal records, less admin, and a CRM your team actually trusts.
This is how you do that.
Step 1: Make sure HubSpot is integrated.
If you haven't already, integrate your HubSpot account with Bluedot. Follow the steps in this guide to get connected before moving on.
Step 2: Choose the property you want to populate.
In HubSpot, select the custom deal property you'd like Bluedot to fill in after each meeting.
✍️ Important: Make sure the property's object type is set to Deal in HubSpot. Properties set to other object types won't be available for mapping.
Step 3: Write a prompt for the property
Tell Bluedot what to look for. Write a short prompt that describes what information should be captured from your meeting notes and used to populate this property.
For example, if your property tracks budget, your prompt might be: "What budget or price range did the prospect mention during the call?"
This is an example we used for the guide:
Once your next HubSpot meeting syncs, Bluedot will automatically populate the property based on your meeting notes. Here's what it looks like in HubSpot:
That's it! That's how you update your deal's custom properties with information from your Bluedot meetings.