How to connect HubSpot CRM with Sally AI

Connect Sally AI with HubSpot to turn what came out of a meeting into real work, right on the matching deal, company or contact. With the Sally HubSpot integration you send action items and notes to HubSpot in one click, so nothing gets typed twice and your CRM stays current.

Quick navigation

1. How to connect HubSpot with Sally AI
2. How to send insights to HubSpot
   • 2.1. Create a task in HubSpot
   • 2.2. Create a note in HubSpot
   • 2.3. Create a meeting in HubSpot
   • 2.4. Add an internal note to a HubSpot meeting
3. Required OAuth scopes

1. How to connect HubSpot with Sally AI

Here is how to set up the Sally HubSpot integration.

1. Open Settings at the bottom of the left sidebar.

Figure 1: Open Settings

2. Under Configuration, select Integrations and click Discover integrations.

Figure 2: Discover integrations

3. Open the CRM & ERP category on the left and select HubSpot. You can also just type the name into the search bar at the top.

Figure 3: Select HubSpot from the list

4. The panel on the right explains what the integration does. Click Connect at the bottom right, then confirm the access in HubSpot.

5. Once you have signed in, HubSpot is connected. The Actions tab lists everything Sally can do through this integration, and you can switch off whatever it should not use for your company account. Helper functions stay locked while an active action still needs them, which is why some toggles will not move. Disconnect in the top right corner removes the integration again.

Figure 4: Control the actions of the integration

Whether an integration may be connected at all is up to owners and admins, see managing integrations for your users.

---

2. How to send insights to HubSpot

With HubSpot connected, content from a recording lands on the right CRM record in a few clicks.

It works the same way every time: open a recording and click the Integrations icon. It sits at the top of every section and on every single line. The four HubSpot actions show up underneath.

Figure 5: Pick an action from the Integrations menu

You can:

• Create a task in HubSpot
• Create a note in HubSpot
• Create a meeting in HubSpot
• Add an internal note to a HubSpot meeting

For each of these actions, the content comes prefilled from the summary and can be edited. For a task, a note, and a meeting you then pick the record it should hang on in HubSpot: contacts, companies, or deals. For an internal note you pick the meeting instead.

2.1. Create a task in HubSpot

Turn a point from the summary into a HubSpot task.

1. Pick Create task in HubSpot from the Integrations menu.
2. Check the name, which is the only required field, and the description. You can format the description in the editor.
3. Add a priority, a responsible person, and a due date if you need them. All three are optional.
4. Link the task under contacts, companies, or deals and click Create task.

Figure 6: Fill in the task and create it

Best practice

Always link a task to the deal, company, or contact it belongs to. That keeps the activity on the right timeline and makes it show up in your HubSpot reporting.

2.2. Create a note in HubSpot

Attach what was discussed to a HubSpot record as a note.

1. Pick Create note in HubSpot from the Integrations menu.
2. Read over the content of the note. It comes prefilled from the summary and you can format it in the editor.
3. Link the note under deals, contacts, or companies and click Create note.

Figure 7: Fill in the note and create it

2.3. Create a meeting in HubSpot

Record the conversation as a meeting on the HubSpot timeline.

1. Pick Create meeting in HubSpot from the Integrations menu.
2. Check the subject, which is required, and the description. Both come prefilled.
3. Check start and end. Both are required and prefilled with the current date and time. Status is optional.
4. Link the meeting under contacts, deals, or companies and click Create meeting.

Figure 8: Fill in the meeting and create it

2.4. Add an internal note to a HubSpot meeting

Add an internal note to a HubSpot meeting that already exists, visible to your team only.

1. Pick Add internal note to HubSpot meeting from the Integrations menu.
2. Under Meeting, pick the HubSpot meeting the note belongs to. This field is required.
3. Read over the comment, which comes prefilled from the content, and click Add a comment.

Figure 9: Pick the meeting and add the comment

---

3. Required OAuth scopes

For the integration with HubSpot, Sally uses OAuth 2.0 for authorization. The following scopes define which areas Sally can access on behalf of the authenticated user.

Disclaimer

1. Sally accesses this information solely to technically establish and maintain the connection to the user account.

2. Sally does not make any autonomous changes. Actions are performed exclusively upon the explicit initiative of the user.

3. API endpoints are only called within the scope of an active action initiated by the user within the platform.

Technical overview of required scopes

Scope	What HubSpot technically allows with this scope	How Sally uses this scope
crm.objects.contacts.read	Read access to contacts	Sally reads contact information to correctly display meeting context. No contact data is modified.
crm.objects.contacts.write	API permission for contact objects	Part of HubSpot's integration permission model. Sally does not independently create or modify contacts.
crm.objects.companies.read	Read access to companies	Sally reads company information to properly display contextual CRM data.
crm.objects.companies.write	API permission for company objects	Technically defined by HubSpot for integrations. Sally does not independently modify company data.
crm.objects.deals.read	Read access to deals	Sally reads deal information to display relevant CRM context within the integration.
crm.objects.deals.write	API permission for deal objects	Part of the OAuth permission model. Sally does not modify deals without explicit user action.
crm.objects.appointments.read	Read access to appointments	Sally reads appointment metadata where relevant within the CRM context.
crm.objects.appointments.write	API permission for appointment objects	Technically required for CRM integration. Sally does not independently create or modify appointments.
crm.objects.owners.read	Read access to owner/user data	Sally reads owner information to correctly display responsible users within the integration.
oauth	OAuth authentication	Establishes a secure connection between Sally and HubSpot.