HubSpot

Stop retyping call notes into HubSpot. Connect your own HubSpot account once, and Tenali can pull deal, company, and contact details into chat — and push the outcome of each call straight onto the right deal.

What connecting unlocks

• Ask your CRM in chat — with HubSpot connected, chat can pull deal, company, and contact details into an answer and link straight to the record it used. Records are read live, so you see what's in HubSpot right now. CRM lookups work in web-app chat and in a Slack DM with Tenali — not in Slack channels, and not in the in-call overlay.
• Push a summary to the right record — click Push to HubSpot on a finished meeting and Tenali finds the company and deal, then proposes the update. Changes that move the forecast wait for your approval. See Push a Summary to Your CRM.
• Update your CRM from chat — ask Tenali to update a deal, log the meeting as a note, create a follow-up task, or add a contact. By default, changes that move the forecast wait for your approval on a review card and additive ones like a note or a task apply straight away — though additive changes share the card when they're batched with one that needs review, and an explicit "just do it" or "go ahead and…" can let forecast changes through without it — except a move into any closed stage, whatever your pipeline calls it, which always needs your confirmation. See Update Your CRM from Chat.
• Create companies and deals from a call — when the record doesn't exist yet, Tenali can create the company and the deal together, linked to each other and to any contacts it resolved, instead of making you go and set them up first. Logging the meeting onto the new record is a separate change — ask for it once the deal exists. This is a HubSpot-only capability, and it's part of chat write-back.

What Tenali writes

The Push to HubSpot button and chat write-back run the same agent under the same review rules: Tenali proposes changes from what was said, and by default anything that moves your forecast waits for your approval. A move into a closed stage always does. In a Slack DM, every change waits for your approval.

From the Push to HubSpot button

Click Push to HubSpot on a meeting and a side panel opens. Tenali finds the company and deal for that meeting and proposes the update, usually the meeting logged as a note, the next step, and any deal fields the call changed. Approve it, edit values on the card, or reply to change the proposal. If the right company or deal doesn't exist yet, Tenali can create it as part of the proposal. Creating a company needs the matching permission on your HubSpot login; without it, Tenali asks you to reconnect with company permissions. See Push a Summary to Your CRM.

From chat

Chat write-back covers deal stage, amount, close date, next step, description, name, priority, deal type and forecast category; notes and follow-up tasks; contacts; and creating companies and deals that don't exist yet. Every change is attributed to the meeting it came from. Changes that go to a review card show the before and after where there was a previous value — a brand-new company or deal has none, so it shows the fields Tenali will set. Safe additive changes, like logging a note, can apply without a card in the web app. See Update Your CRM from Chat.

Whichever path you use, the boundary is the same: Tenali never changes a record's owner, and never writes custom fields, custom objects, tickets, quotes, or leads.

Connect HubSpot

HubSpot connects through OAuth, so there are no keys to copy — you just authorize Tenali against your portal.

1. 1

   Open Integrations

   In the web app, open Integrations in the left sidebar. Find HubSpot in the Application list.

2. 2

   Click Connect

   Click the "Connect" button in the Action column. A new tab opens.

3. 3

   Authorize Tenali

   Sign in to HubSpot in the new tab and approve access to your portal. If nothing opens, check your pop-up blocker and allow pop-ups for app.tenali.ai. Tenali waits about two minutes for you to finish — if the tab is closed or the authorization stalls, the attempt ends with "Connection timed out. Please try again."

4. 4

   Confirm it's connected

   Back on the Integrations page, the HubSpot row now shows a "Connected" badge alongside a "Disconnect" button.

Every teammate connects their own HubSpot account, and Tenali reads and writes as you — see How CRM Connections Work.

If HubSpot ends Tenali's access (a password change, an admin revoke or an expired session), the HubSpot row shows an amber Needs reconnect badge with the reason and a Reconnect button. Click it and sign in again.

Disconnect

To remove the connection, click "Disconnect" on the HubSpot row. Chat loses CRM access on your very next message, and the summary toolbar's "Push to HubSpot" button reverts to a generic Push to CRM that only prompts you to connect one. You can reconnect anytime by clicking "Connect" again.

Next Guides

• How CRM Connections Work
• Push a Summary to Your CRM
• Update Your CRM from Chat
• Salesforce
• CRM Issues