HubSpot

Learn how to set up and configure the HubSpot integration for automatically publishing meeting summaries to contacts, companies, and deals.

Setting up the HubSpot Integration

Our HubSpot integration will create Call records in HubSpot when you record a meeting with someone who has a contact in HubSpot. Call records will include a summary of the call and a link to view the meeting in Convictional. Calls created via our integration will automatically be associated with the contacts who attended the meeting and their company. HubSpot will automatically associate the call with relevant open deals based on the contact and company associations.

Features

  • Meeting Summaries Automatically publish meeting summaries as calls in HubSpot when you record meetings with external contacts. Calls published by Convictional will be associated with any contacts who attended the call, their company, and the companies most recently created active deal.

Configuration steps

You will need Super Admin access to HubSpot

Create a private HubSpot app

  1. Navigate to Settings > Integrations > Private Apps in HubSpot

  2. Click "Create a Private App"

  3. Give your app a name and description - we recommend calling the app "Convictional" and adding a meaningful description.

  4. Navigate to the Scopes tab and add the following scopes:

  • crm.objects.appointments.write

  • crm.objects.companies.read

  • crm.objects.companies.write

  • crm.objects.contacts.read

  • crm.objects.contacts.write

  • crm.objects.line_items.write

  • crm.objects.services.write

  • tickets

  1. Click "Create App" to create your app

  2. Copy the access token to your clipboard. You can access this later via the Private App UI in HubSpot.

Enable the integration

  1. Go to your organization settings

  2. Paste the access token into the integration settings for HubSpot

  3. Once connected, meeting summaries with external contacts will automatically be synced into HubSpot.

Security Note

The access token provides access to your contacts and deals in HubSpot. Keep it secure and never share it publicly.

Need Help?

If you encounter any issues during setup, reach out to our support team. and we'll be happy to help.

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