HubSpot
Let your Experts read your HubSpot contacts and deals, so follow-ups and sales advice start from your real pipeline.
Connecting HubSpot lets your Experts read your HubSpot contacts and deals. Orbit can see who you know and where each deal stands, and Miles can shape outreach around your real pipeline.
It is read-only. No Expert can create, edit or delete a HubSpot record. If you'd rather run everything in AiExpert's own CRM, export your contacts from HubSpot and import them: the import recognizes a HubSpot export, deal stages included.
Why it helps
- Follow-up advice is based on the contacts and deals you already have, not a blank list.
- You keep working in HubSpot while your Experts read from it.
- Your HubSpot records stay as they are, because the connection only reads.
How to use it
- Find HubSpot. Open Settings → Connected apps and find HubSpot under For your business.
- Connect it. Press Connect and sign in to HubSpot in the tab that opens. If the row shows Ask us to enable, HubSpot sign-in isn't switched on yet.
- Brief Orbit or Miles. Ask Orbit who to follow up with today, or Miles to build a follow-up cadence for your open deals.
Make the most of it
- Name the stage or list you mean, like “deals at proposal stage”, so the Expert reads the right records.
- Moving off HubSpot? Export contacts as a CSV and bring them in through Customers → Imports.
Hand it over in one click
- Tell me who to follow up with today — Orbit
- Build a follow-up cadence so leads stop going cold — Miles
- Figure out who my best-fit buyers actually are — Miles
Questions
Can an Expert update HubSpot?
No. Experts read contacts and deals but can't create, change or delete anything there.
The row says “Ask us to enable”. What now?
HubSpot sign-in isn't switched on yet. Ask us during office hours, or import a HubSpot export in the meantime.
How do I disconnect it?
Remove the app from the connected apps in your HubSpot account settings. The row here has no Disconnect button of its own.