# HubSpot

Native HubSpot CRM integration with real-time contact sync, deal pipeline mapping, activity logging, and workflow triggers based on Demodesk meeting outcomes.

## When to Use This Connection

Use this connection when the user:
- Wants to connect their HubSpot portal to Demodesk for automatic meeting logging
- Needs to map Demodesk meeting types to HubSpot deal pipelines
- Wants meeting summaries and action items to appear on HubSpot contact and deal timelines
- Needs to trigger HubSpot workflows based on what happens in a Demodesk meeting
- Wants to troubleshoot contact deduplication or missing timeline entries

## What This Connection Does

Guide the user to Settings > Integrations > HubSpot in Demodesk at `https://demodesk.com/manage/settings/integrations/hubspot`. The connection uses HubSpot's OAuth 2.0 flow — click "Connect HubSpot" and authorize Demodesk for the target HubSpot portal. The authenticating user needs admin-level access to the HubSpot account to grant the required scopes (contacts, companies, deals, timeline, engagements).

After authentication, configure the integration in three areas:

**Contact and Company Matching**: When a meeting occurs, Demodesk matches attendees to existing HubSpot contacts by email address. The smart deduplication engine handles cases where the same person exists with multiple email variations. If no match is found, Demodesk creates a new contact record with the attendee's name, email, and company information extracted from the meeting. The associated company record is created or matched using the email domain. Configure matching rules in the "Contact Matching" tab — options include strict email match only, or fuzzy matching that also considers name and company.

**Deal Pipeline Mapping**: Navigate to the "Pipeline Mapping" tab. Map each Demodesk meeting type (discovery, demo, follow-up, etc.) to a HubSpot deal pipeline and stage. When a meeting outcome indicates deal progression, the deal stage in HubSpot updates automatically. Deal stage changes made in HubSpot also sync back to Demodesk's pipeline views.

**Activity Logging**: Every Demodesk meeting is logged as an engagement on the HubSpot contact and deal timeline. The engagement includes: meeting title, duration, attendees, AI-generated summary, action items, and a link to the full recording. Configure which data points appear on the timeline in "Activity Logging Preferences."

**Workflow Triggers**: Demodesk meeting outcomes (e.g., "demo completed," "objection raised," "next steps agreed") are exposed as HubSpot workflow enrollment triggers. Use these to automate follow-up sequences, task creation for reps, or internal notifications. Set this up in HubSpot's workflow builder — Demodesk events appear under "Integration triggers."

Anti-Pattern: "Connect With a Non-Admin Account"
Connecting with a user who lacks admin permissions results in partial sync — contacts may sync but deal pipelines and workflow triggers will fail silently. Always authenticate with a HubSpot admin account or a user with Super Admin permissions.

Anti-Pattern: "Ignore Deduplication Settings"
Leaving contact matching on defaults without reviewing existing HubSpot data can create duplicate contacts. Before enabling sync, run a deduplication audit in HubSpot and configure the matching strictness level in Demodesk to match your data quality standards.

## Data Sync

| Entity | Direction | Details |
|--------|-----------|---------|
| Contacts | ↔ Bi-directional | Matched by email; new contacts created if no match found |
| Companies | ↔ Bi-directional | Matched by email domain; linked to contacts |
| Deals | ↔ Bi-directional | Stage changes sync both ways; meetings associated to deals |
| Activities | → Demodesk to HubSpot | Meetings logged as engagements on contact/deal timelines |
| Meeting Notes | → Demodesk to HubSpot | AI summaries and notes attached to timeline entries |
| Engagement Events | → Demodesk to HubSpot | Meeting outcomes exposed as workflow enrollment triggers |

Sync is real-time and event-driven.

## Example Prompts

- "Connect my HubSpot account to Demodesk"
- "Show me what data syncs between Demodesk and HubSpot"
- "Map my demo meetings to the Sales Pipeline in HubSpot"
- "Set up a HubSpot workflow that triggers when a Demodesk meeting outcome is 'demo completed'"