Boost your productivity and stay focused during your meeting by keeping your workflow going before, during, and after a meeting.

Once signed in, navigate to your Integrations page and click the "Connect to HubSpot" button in the CRM section.

You'll be asked to sign in to HubSpot and taken to the connections page (if you have multiple HubSpot accounts). Salesroom will ask you to review and accept the necessary permissions and click Authorize.

On success, you'll be taken back to Salesroom where the integration card will now show the connected state.

Once installed HubSpot Integration Settings can be accessed from the HubSpot card by clicking the Settings Icon. From there you can manage.

Salesroom will try and link to any meetings in HubSpot automatically (unless auto-sync is disabled). This process happens within a minute of the meeting being created, either within HubSpot or your Google Calendar.

If you are using the Salesroom for HubSpot Application (recommended), you'll be able to schedule meetings directly in HubSpot from the location field to generate a Salesroom meeting with related associations. As soon as the call is finished Salesroom will sync your team meeting notes, meeting summary and insights.

If you create a meeting in Google Calendar and use your personal URL or the Salesroom Google Calendar Integration (recommended) - then Salesroom will automatically attempt to associate your meeting with your HubSpot data (unless auto-sync is disabled). If no meeting can be found, a new meeting will be created, and associations to the contacts’ existing leads and companies will be created automatically. If any of the meeting participants don’t exist as contacts in HubSpot, they will be created (unless create contact is disabled).

It is also possible to manually associate Salesroom Meetings with existing HubSpot meetings or create new associations.

Any associations that are made automatically or manually can be removed, and a new one made, at any time before, during, or after the meeting.

The title of each association, when clicked, will open up the details of that association in your HubSpot account.

If the meeting is associated with a HubSpot Deal, Company, or Contact before the meeting ends, then Salesroom will sync the meeting's Team Notes, Summary, and Insights directly into the HubSpot meeting notes.

If you make changes to your meeting notes, update a summary manually, or manually connect a Salesroom call after it has finished, you can always push your Salesroom data into any associations by clicking the Resync button.

This will publish the current state of your Salesroom data into your associated HubSpot meeting notes.

After a call has ended, you can manage your HubSpot data from the Meeting Overview page. Simply navigate to the "Sync" tab to view the HubSpot integration.

Each association with Deals, Contacts, and Companies offers a comprehensive view of each object, complete with predefined HubSpot properties.

Additionally, you have the option to access your Custom Fields. Due to certain limitations in the HubSpot API, we take care of the mapping on our end. To enable access to your Custom Properties within Salesroom, simply provide us with a list of the Contact, Company, and Deal custom fields you most frequently use, and we will facilitate the connection for you.

Meeting Action Items can be easily synced to HubSpot tasks. Hover over an Action Item to create a task and click "Create HubSpot Task" to configure task details in a modal.

Syncing a meeting to HubSpot automatically assigns its associations to the Task. If there are no associations, a standalone HubSpot task can still be created and viewed within HubSpot. Meeting associations can be managed via the "Sync" tab.

To disconnect the Salesroom for HubSpot integration from your Salesroom account, navigate to the Integrations page in your Salesroom settings and click "Disconnect" in the HubSpot section.

Once disconnected, Salesroom will no longer sync data to your HubSpot account.

To uninstall Salesroom for HubSpot from your HubSpot account, refer to HubSpot's documentation for instructions on how to manage your connected apps.

Once uninstalled, Salesroom will no longer sync data to your HubSpot account.

If you use Chili Piper as your scheduler, Chili Piper provides specific instructions to avoid duplicate syncs with your calendar to HubSpot. The Chili Piper help article explains how Chili Piper interacts with HubSpot to create Engagements and highlights potential issues if both Chili Piper and Calendar Sync are linked to HubSpot.

To seamlessly sync Salesroom meetings with HubSpot, we recommend following the next steps: