Hubspot

The integration with Hubspot CRM establishes a bidirectional connection between conversations analyzed in Salescaling and your customer database, allowing for an automated information flow that enriches both systems.

1. Connection Process

To activate the functionality, it is necessary to authorize Salescaling to interact with your Hubspot account.

Steps for Connection:

1. Go to the Settings > Integrations section.
2. In the CRM section, locate the Hubspot card and click Connect.
3. The system will redirect you to the Hubspot authentication page, where you must log in and authorize the connection.

2. Required Permissions in Hubspot

The user performing the connection must have Super Admin privileges in Hubspot or, at a minimum, the necessary permissions to install and manage Marketplace applications.

During the authorization process, Salescaling will request a set of permissions (scopes) to securely interact with the different objects in your CRM. These permissions ensure that the platform can only perform the actions necessary for its operation.

Requested Permissions (Scopes):

Salescaling requests read (.read) and write (.write) permissions for the following objects and schemas in Hubspot:

• Companies (Companies)
• Contacts (Contacts)
• Custom objects (Custom objects)
• Deals (Deals)

3. Information Flow: From Salescaling to Hubspot

The main benefit of the integration is Salescaling's ability to write data back to Hubspot. After a meeting is processed, Salescaling automatically creates two distinct new "Activities" in the timeline of the corresponding records in Hubspot.

• Activity 1: Meeting Summary. The first activity contains a complete summary of the conversation, including the AI Score, the main topics discussed, and the agreed-upon next steps, along with a link to the full recording in Salescaling.
• Activity 2: Notes by Smart Category. The second activity groups all notes and clips generated during the meeting, organized by Smart Category. Each note includes its content and a direct link to the corresponding clip in Salescaling. All meeting notes are consolidated into a single activity to keep the information organized.

4. Information Flow: From Hubspot to Salescaling

In turn, Salescaling uses read permissions to enhance the Associations functionality. The platform reads your CRM data to identify participants and link each recording to the correct Contacts, Companies, and Deals records, providing a complete business context without leaving Salescaling.

5. Automatic Cascading Associations

Salescaling implements an intelligent system of cascading associations that ensures meetings are automatically linked to all related records in HubSpot:

How Cascading Associations Work:

• Contact → Company + Deal: When a meeting is associated with a contact, it is automatically also linked to:

  • All companies associated with that contact
  • All deals associated with that contact

• Company → Deal: When a meeting is associated with a company, it is automatically also linked to:

  • All deals associated with that company

6. Benefits of Full Integration

• Complete Business Context: Each meeting is automatically associated with all related records
• Automatic Synchronization: No need to manually link each association
• Data Consistency: Information remains synchronized between HubSpot and Salescaling
• Enriched Analytics: Metrics and analytics include the full context of business relationships