Connect HubSpot

Connect HubSpot and Scalign uses your company, contact and deal data when it preps you for a meeting and when you ask the assistant about an account. After every sales meeting, it adds a short meeting note to the matching company in HubSpot. Nothing else changes in your CRM unless you approve it.

Connect HubSpot

1. In Scalign, go to Settings → Connections.
2. Under CRM, click Connect on the HubSpot card.
3. Sign in to HubSpot and allow the requested permissions. You're sent back to Scalign with HubSpot connected.

What Scalign does with HubSpot

• Context. Meeting prep and the assistant read the company, its contacts and open deals, so you don't have to look them up.
• A note after every sales meeting. Scalign matches the meeting's external attendees to a company by their email domain and adds a note: a one-line headline, why the meeting happened, the key points, and the agreed next steps. Internal meetings get no note.
• Changes you approve. Ask the assistant to move a deal to another stage, update its value, create a company or deal, or add a note to a company or deal. Each change shows an approval step in the app first; nothing is written until you approve.

Share HubSpot with your workspace

The connection belongs to you: notes and changes are always written with your own HubSpot user. An admin who connected HubSpot can turn on Share with the workspace on the HubSpot card. Scalign then reads HubSpot context through that connection for everyone's meetings (read-only), so colleagues who haven't connected still get CRM context. Colleagues who want notes written for their own meetings click Connect your own.

Permissions

Scalign sees only what your HubSpot user can see. It asks HubSpot for:

• crm.objects.companies.read, crm.objects.contacts.read, crm.objects.deals.read — read companies, contacts and deals for context.
• sales-email-read — read the email activity logged on those records.
• crm.objects.companies.write, crm.schemas.companies.write, crm.objects.deals.write — add meeting notes, and create companies or update deals when you approve an assistant action.

Disconnect

On the HubSpot card under Settings → Connections, click Disconnect. Scalign stops accessing HubSpot; data already brought into Scalign stays, and you can reconnect any time. If your connection was shared with the workspace, everyone loses the CRM context that came from it. You can also revoke Scalign's access from your HubSpot settings.

Troubleshooting

• The card says Needs reconnect. HubSpot stopped accepting Scalign's access (a password change, an expired session or a revoked app). Click Reconnect.
• No note appeared after a meeting. Notes are written for sales meetings with external attendees whose email domain matches a company in HubSpot. Check the company has the right domain (website) in HubSpot, and that the card doesn't say Needs reconnect.
• The note landed on the wrong company. Two companies probably share the attendees' domain. Fix the domain on the one that shouldn't have it.

Still stuck? Email support@scalign.ai.