Integrations

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HubSpot

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What the integration does

1. Read HubSpot deals, associated contacts, and associated companies.
2. Import pipeline stages so you can map them to Samskit stages.
3. Push mapped deal fields from Samskit back to HubSpot deals.
4. Log meeting summaries to HubSpot as meetings, calls, notes, or tasks.

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Before you begin

1. A Samskit workspace with admin access.
2. A HubSpot account with permission to install apps.
3. At least one deal in HubSpot you want to connect to Samskit.
4. A stable browser session with pop-ups allowed for the OAuth window.

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Step 1: Open the integrations page

1. Sign in to Samskit.
2. Open your workspace.
3. Go to Settings.
4. Open Integrations.
5. Find HubSpot in the CRM integrations section.

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Step 2: Start the HubSpot connection

1. Click Connect next to HubSpot
2. A HubSpot authorization window will open.
3. Select the HubSpot account you want to connect.
4. Review the requested permissions.
5. Click Connect app.

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Step 3: Complete the HubSpot authorization flow

1. Approve the requested HubSpot access scopes.
2. Wait for HubSpot to redirect you back to Samskit.
3. Return to the Samskit window if the popup closes automatically.
4. Confirm that HubSpot now shows as Connected.

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Step 4: Accept HubSpot’s unverified app prompt if shown

1. Read the message carefully.
2. Enter I accept the risk if HubSpot asks for confirmation.
3. Click Connect to continue.

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Step 5: Let Samskit load your CRM configuration

1. Saving the secure CRM connection.
2. Importing HubSpot pipelines and stages.
3. Loading available HubSpot deal fields.
4. Preparing the workspace for deal mapping and writeback.