Smart Notebook

TKey
Member

Does anyone use a 'smart notebook' to record their meeting notes, to later transpose them to HubSpot meeting notes?

 

Don't want to lug around a laptop to meetings that range 5-25 minutes, and I feel awkward typing into a phone when I'm trying to connect with my customers.

 

Wondering if a Smart notebook is an adequate happy medium?

 

Thanks!

 

- Tyler

1 Accepted solution
Shubham_Sharma
Solution
Guide

Hey @TKey 

 

Using a smart notebook to record meeting notes and later transposing them to HubSpot meeting notes can be a great solution for your situation.

 

To streamline the process, you can use tools like Zapier to automate the transfer of your handwritten notes from the smart notebook app to your HubSpot CRM. This way, you can keep your meeting notes organized and easily accessible without the need to carry a laptop or type on your phone during meetings.

 

Let me know if you have any followup questions !

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1 Reply 1
Shubham_Sharma
Solution
Guide

Hey @TKey 

 

Using a smart notebook to record meeting notes and later transposing them to HubSpot meeting notes can be a great solution for your situation.

 

To streamline the process, you can use tools like Zapier to automate the transfer of your handwritten notes from the smart notebook app to your HubSpot CRM. This way, you can keep your meeting notes organized and easily accessible without the need to carry a laptop or type on your phone during meetings.

 

Let me know if you have any followup questions !

0 Upvotes