TalkToCRM

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Connect HubSpot

Connect your HubSpot account to TalkToCRM and automatically sync call summaries, action items, and follow-up tasks to your CRM.

Before you start

1

Open Integrations settings

Log in to TalkToCRM and navigate to Settings → Integrations. You'll see the available CRM providers.

2

Click "Connect with HubSpot"

Click the Connect with HubSpot button. You'll be redirected to HubSpot's authorization page.

3

Authorize permissions

HubSpot will ask you to authorize TalkToCRM to access your CRM data. Review the permissions and click Connect app.

TalkToCRM requests access to:

  • • Contacts — to search and match call participants
  • • Companies — to associate summaries with the right company
  • • Deals — to link conversations to active deals
  • • Notes & Tasks — to sync call summaries and follow-up items
4

Configure sync settings

After authorization, you'll be returned to TalkToCRM's HubSpot settings page. Here you can configure:

  • • Summary destination — sync as a Note, Call activity, or Meeting activity
  • • Task destination — create follow-up tasks from action items, or disable
  • • Task mode — individual tasks per action item, or one grouped task
5

Start recording and syncing

You're all set. Record a call or upload an audio file in TalkToCRM. Once the AI generates a summary, match it to a HubSpot contact and sync it with one click — or let TalkToCRM sync automatically when a match is found.

Troubleshooting

"Authorization was denied"

Make sure you have admin or super admin access in HubSpot. Standard users may not have permission to install third-party apps.

"Connection failed"

Try disconnecting and reconnecting. If the issue persists, check that your HubSpot account is active and contact us at [email protected].

Summaries not appearing in HubSpot

Verify that you've matched the conversation to a HubSpot contact and that sync is enabled in your integration settings. Summaries only sync to matched contacts.

Still need help? Contact our support team