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Import HubSpot notes

Quick start​

Connect HubSpot in NEXT, enable the Teamspace subscription for HubSpot notes, and let the scheduled sync import new deal notes into NEXT as Highlights.

Why integrate with HubSpot notes?​

HubSpot deal notes often capture the commercial context around customer conversations: objections, rollout blockers, handover details, and buying signals. Importing those notes into NEXT makes that context searchable and analyzable next to surveys, reviews, call transcripts, and support tickets.

  • It surfaces sales-team observations in the same workspace as direct customer feedback.
  • It helps teams compare what customers said with how account teams interpreted the same deal.
  • It adds CRM context such as pipeline and deal phase to imported highlights for better filtering and explainability.

What gets imported​

  • Object in NEXT: Highlights
  • Source object: HubSpot notes associated with deals
  • Sync model: Incremental daily import of newly created notes

For each imported note, NEXT stores the note body as highlight text and adds metadata tags when available:

  • Author team
  • Deal phase
  • Pipeline
  • Deal size
  • Article

Authentication​

OAuth 2.0 through the HubSpot app connection in NEXT.

Connection notes​

  • Connect HubSpot in Settings -> Integrations and authorize the HubSpot account that contains the deal notes you want to analyze.
  • Create or update the Teamspace subscription for the HubSpot notes import.
  • The import also reads related deal data and owner team information so NEXT can enrich highlights with CRM metadata.

Configuration notes​

  • The import treats notes as append-only and only fetches notes created after the last successful sync.
  • Each note must be associated with exactly one deal to be imported.
  • Notes with empty bodies are skipped.

Limitations​

  • Notes without a valid deal association are ignored.
  • Notes associated with multiple deals are ignored to avoid ambiguous highlight context.
  • Metadata tags are only added when the corresponding HubSpot fields are present on the note owner or deal.
  • The Article tag depends on a deal property named article; if that property is not populated in HubSpot, no article tag is added.

Troubleshooting​

  • Reconnect the integration if HubSpot access has expired or the authorized portal changed.
  • Check that the authorized HubSpot app still has access to notes, deals, and owners.
  • If expected notes are missing, verify that each note is linked to a single deal and that the note was created after the subscription import timestamp.

FAQ​

What is created in NEXT?​

NEXT creates Highlights, one per imported HubSpot note.

Are notes updated after import?​

This import is designed for append-only note ingestion. It does not try to reconcile historical note edits.