HubSpot Integration

If your team lives in HubSpot, this keeps your CRM current without any extra work.

When SalesPartner talks to a lead, it logs a note directly on their HubSpot contact record. Your team sees the full conversation history without leaving HubSpot.

What you get:

• No manual entry — Notes appear in HubSpot automatically after every interaction
• Full history — Messages, appointments, and status changes all logged
• Team visibility — Everyone sees the latest activity on each contact
• Works with what you have — No new tools or tabs required

This works best if you already manage contacts in HubSpot.

HubSpot uses Private Apps instead of a simple API key. Here's how to create one:

1. Log in to HubSpot
2. Click the Settings gear icon in the top navigation bar
3. In the left sidebar, go to Integrations → Private Apps
4. Click Create a private app
5. Give it a name — something like "SalesPartner"
6. Click the Scopes tab and check these permissions:

• - crm.objects.contacts.read
• - crm.objects.contacts.write
• - crm.objects.notes.read
• - crm.objects.notes.write

1. Click Create app and confirm
2. On the next screen, click Show token to reveal your access token
3. Copy the token — you'll paste it in SalesPartner

Important: Only HubSpot Super Admins can create Private Apps. If you don't see the option, ask your HubSpot admin to create the token for you.

Keep the token private. It gives SalesPartner access to your HubSpot account.

Once you have your token:

1. Open the SalesPartner app
2. Go to Settings → Integrations
3. Find the HubSpot section
4. Toggle the switch to Enable
5. Paste your access token in the field
6. Click Test Connection

If the test succeeds, you'll see your HubSpot account name. You're connected.

From this point on, SalesPartner will log notes on your HubSpot contacts automatically.

SalesPartner adds a note to the contact's HubSpot record when:

• A lead sends a message
• SalesPartner replies to a lead
• An appointment is booked or a reminder is sent
• A contact's status changes

Each note is timestamped and includes the relevant details.

Note: The contact must already exist in HubSpot and be matched by email address. If SalesPartner can't find a matching contact, the note won't log. Make sure contacts are imported into HubSpot before conversations start.

Notes not appearing in HubSpot?

1. Integration enabled? — Go to Settings → Integrations and check the toggle is on.

1. Token valid? — Run the connection test again. Tokens can be revoked if a HubSpot admin deletes the Private App.

1. Contact exists in HubSpot? — SalesPartner matches contacts by email. If the lead's email doesn't match a HubSpot contact, nothing logs.

1. Correct scopes? — Make sure your Private App has all four scopes listed above. Missing scopes cause silent failures.

1. On a paid HubSpot plan? — The Private App API requires a HubSpot account. Free accounts work, but some scope options may not appear. If a scope is missing, contact HubSpot support.

Still stuck? Contact support with your HubSpot account name and the time you expected a note. We can check the logs.