# HubSpot

The integration with **Hubspot CRM** establishes a two-way connection between the analyzed conversations in **Salescaling** and your client's database, enabling an automated flow of information 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 the Connection:

1. **Go** to the section **Settings** > [**Integrations**](https://app.salescaling.com/settings/integrations).
2. In the **CRM**, locate the Hubspot card and click on **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 making the connection must have **Super Admin** privileges in Hubspot or, at minimum, the necessary permissions to install and manage Marketplace applications.

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

#### Permissions (**Scopes**Requested:

**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**" different 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 next steps, along with a link to the full recording in **Salescaling**.
* **Activity 2:** **Smart Category Notes**. 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 enhance the functionality of **Associations** (Associations). The platform reads data from your CRM to identify participants and link each recording with the correct Contacts, Companies, and Deals records, providing complete business context without leaving **Salescaling**.

### 5. Automatic Cascading Associations

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

#### How Cascading Associations Work:

* **Contact → Company + Deal**: When a meeting is associated with a contact, it is automatically linked also 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 linked also with:
  * 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 Analysis**: Metrics and analytics include the full context of business relationships


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