HubSpot

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

1. Connection Process

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

Steps for the Connection:

1. Go to the Settings > Integrations.

2. In the CRMsection, locate the Hubspot card and click Connect.

3. The system will redirect you to the Hubspot authentication page, where you must sign in and authorize the connection.

2. Permissions Required in Hubspot

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

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

Requested Permissions (Scopes):

Salescaling requests read permissions (.read) and write permissions (.write) 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 the ability of Salescaling to write data back into Hubspot. After a meeting is processed, Salescaling automatically creates two new "Activities" entries on 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 next steps, along with a link to the full recording in Salescaling.

• Activity 2: Notes by Smart Category. The second activity groups all the notes and clips that were 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 power the Associations (Associations). The platform reads data from your CRM to identify participants and link each recording to the correct Contacts, Companies and Deals records, providing full business context without leaving Salescaling.

5. Automatic Cascade Associations

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

How Cascade 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 also automatically 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: There is no need to manually link each association

• Data Consistency: Information is kept synchronized between HubSpot and Salescaling

• Enriched Analytics: Metrics and analytics include the full context of business relationships