Quick start

From the Teamspace where you want data to land, open Settings → Integrations → HubSpot → Connect and authenticate with HubSpot. Then create subscriptions to:

Auto-import recordings — new HubSpot calls become Recordings in this Teamspace.
Auto-import accounts — HubSpot Companies continuously create or update Accounts in NEXT AI.

You can augment your integration by adding an automation to Create HubSpot tasks from NEXT AI data (e.g., from Highlights or Recordings).

Why integrate with HubSpot?

Each source adds a new dimension of customer truth. HubSpot contributes sales conversations (calls) and associated CRM-firmographic context (companies) that complement meetings, support, surveys, and reviews already in NEXT AI—so decisions and workflows happen with evidence and account context attached.

What gets imported

Calls → Recordings (conversational)

Object in NEXT AI: Recording in the Teamspace where the integration is connected.
Included fields (when available from HubSpot): call title, start time/duration, participants/owner, recording URL, and a source link to the HubSpot call. The recording URL is stored on the call object (e.g., hs_call_recording_url).

Companies → Accounts (continuous sync)

Object in NEXT AI: Account (created or updated) based on HubSpot Company data
Included fields (typical): company name, domain, lifecycle/owner, and IDs for traceability. Associations to Contacts/Deals are preserved in HubSpot and can be referenced via CRM associations.

Connect HubSpot

In NEXT AI (inside the target Teamspace), go to Settings → Integrations → HubSpot → Connect.
You’ll be redirected to HubSpot’s OAuth screen. Choose the correct HubSpot account (portal) and approve the requested scopes (e.g., read calls, read companies).
After consent, you’ll return to NEXT AI and the connection will be scoped to this Teamspace.

Note: HubSpot API usage is rate-limited per installed app and account; plan imports and backfills accordingly.

Auto-import calls

Create a subscription that watches for new HubSpot calls and imports each as a Recording in this Teamspace.

Source: HubSpot Calls (CRM)—whether logged manually, via HubSpot Calling, or by a connected provider.
Fields: title, timestamps/duration, owner/participants, recording URL, source link.
Backfill: seed a recent window if offered, then continue automatically with new calls.

Auto-import accounts

Create a subscription that syncs HubSpot Companies into NEXT AI as Accounts.

Behavior: on new/updated companies in HubSpot, NEXT AI creates or updates the matching Account.
Mapping: name, domain, ownership, core properties; IDs retained for traceability.
Result: analysis, routing, and automations in NEXT AI always sit on current account context.

Tips

Recording URLs: HubSpot stores the call’s recording URL on the call object (e.g., hs_call_recording_url). Ensure your calling provider writes this property so the source link stays usable.
Mind the limits: HubSpot enforces burst/interval rate limits per app and account; batch backfills and add backoff to avoid 429s.

Troubleshooting

“Insufficient scopes” during connect — re-install and approve the missing scopes (e.g., calls read, companies read).
Calls import without recordings — not all calls have a recording URL; verify your calling setup writes hs_call_recording_url on the call.
429s (rate limited) — stagger import windows and use retry with exponential backoff per HubSpot usage guidelines.

FAQ

Q: What exactly is created in NEXT AI from HubSpot?

Two inbound objects and one outbound action: Recordings (from Calls) and Accounts (from Companies) are created/updated in NEXT AI when your rules match.

Q: How does authentication work?

NEXT AI uses HubSpot’s OAuth 2.0 flow. During connect, choose your HubSpot account and approve requested scopes; the connection is then scoped to your Teamspace.