Integrations
Connecting to HubSpot
Read and update CRM records, log calls and notes, and answer questions about any deal.
Connect HubSpot and Gini works your CRM: reads contacts, companies, deals and tickets, answers questions about any of them, and keeps records current from what actually happened rather than from what someone remembered to type.
What it can do
- Find records. Contacts, companies, deals and tickets, by search or by filter.
- Read the detail. A deal with its stage, its owner, its associations and its history.
- See your pipelines. Stages, owners, and what sits in each.
- Create and update. Contacts, companies, deals and tickets.
- Log what happened. Notes and tasks against a record.
- Associate records. Link a contact to a company, a deal to a ticket.
How to connect
Open Integrations
app.ginicomputer.com → Integrations → HubSpot.
Authorise in HubSpot
HubSpot's own OAuth screen shows exactly what is being granted.
Come back
Gini can now answer from your CRM and keep it current.
Revoke from Integrations, or from HubSpot's connected apps page, at any time.
What changes anything
| Operation | What it does | Changes anything? |
|---|---|---|
| Search contacts, companies, deals, tickets | Find records by criteria | No |
| Get contact, company or deal | Read one record in full | No |
| List pipelines and stages | See how your pipeline is built | No |
| List owners | See who owns what | No |
| List associations | See what a record is linked to | No |
| Create contact, company, deal or ticket | Add a new record | Yes |
| Update contact, company, deal or ticket | Change an existing record | Yes |
| Create note | Log a note against a record | Yes |
| Create task | Add a follow-up task | Yes |
| Associate or remove association | Link or unlink records | Yes |
What it's great for
- Prep before a call. "Tell me everything we know about Northwind, and where it stalled."
- Logging without the tedium. "Log yesterday's call on the Northwind record and set a follow-up for Thursday." This is the minute of the day nobody enjoys, and it is why CRMs go stale.
- The stale-deal sweep. "Which deals over $50k have had no activity in 14 days?"
- Drafting from context. "Draft the follow-up to Priya using what we discussed and what is on her record." The draft waits for your approval before it goes anywhere.
- Questions nobody wants to build a report for. "How many deals slipped out of this quarter, and whose?"
Example routine
The post-meeting loop, which is where this integration earns its keep. Connect Granola as well and every call runs itself out:
- The call happens and Granola captures it.
- Gini reads the transcript and logs the call on the HubSpot record.
- It files the action items in Linear.
- It drafts the follow-up email and holds it for your approval.
Good to know
- It uses your HubSpot access. Gini can see and change exactly what your own HubSpot user can. A pipeline your permissions exclude stays excluded. See How connections work.
- Record changes are visible, not silent. Updating a record is reversible, so Gini does it and links you to what changed. Read the links early on.
- Anything leaving your company still stops. An email to a contact is not a CRM update. It waits for a person.
- Say "list them first" when you want to review in bulk. One look at ten proposed updates beats ten notifications.
Start with the sweep
If you connect one thing and do one thing with it, make it the weekly stale-deal sweep. Ask by hand, read the result, then let Gini take it over. See Routines.
Troubleshooting
Gini can't find a record you can see
Check that it is a contact, company, deal or ticket. Those are the objects this connection covers, so a custom object will not come back.
It says it can't reach HubSpot
The connection expired, which OAuth connections do. See Fixing a broken connection.
An update failed
Usually a required property missing on the object, or your HubSpot user lacking edit permission on that pipeline. Gini says which of the two it hit.