Start Here:

1. Click on Settings

2. Click on My Workspace

3. Scroll down to see 'CRM Setup' (Please note that this is still a beta feature of UpdateAI, and may not work perfectly.)

4. Click on Connect Primary Profile

5. Click on Connect Primary Profile

You will be directed to your CRM authorization page. (In this case, I'm using Hubspot, and I am connecting the UpdateAI workspace)

6. Select UpdateAI

7. Click on Choose Account

You will be directed back to UpdateAI. If you are not, go back to that tab.

8. If you wish to have all recaps that are visible to the primary profile user (including those not owned by this user but with workspace visibility) check the box next to 'Push meeting recaps...'

9. Because this feature is still in beta, we recommend ignoring everything below the words 'CRM Field Mapping'