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Deal Brain connects to HubSpot as your system of record. Once connected, deals, companies, and contacts sync into Deal Brain, and every call, email, and decision your team makes gets tied back to the deal it belongs to. HubSpot connects once for your whole organization. An org admin authorizes the connection, and everyone in the organization works from it — individual users don’t connect their own HubSpot accounts.
Not using HubSpot? Deal Brain also connects to Salesforce, or you can import a CSV of your opportunities.

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Connecting HubSpot

An org admin connects HubSpot from the Connections page in Deal Brain settings. Click Connect next to HubSpot and authorize access to your HubSpot account.

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What syncs

Deal Brain reads your HubSpot object and property definitions, then syncs the records your team works: Your properties come across with HubSpot’s naming, so filters and field references use keys like dealtype, lifecyclestage, and jobtitle. See Fields and CRM objects for how to inspect what’s tracked, and agent filters for using them in automation.

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What Deal Brain can access

Deal Brain requests the following access to your HubSpot account: Sales email access is optional. The rest is required for the integration to function.

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What Deal Brain does with this access

  • Query and sync property definitions for deals, companies, and contacts
  • Sync the deals your team selects during onboarding, plus their related companies and contacts
  • Associate calls, emails, meetings, and documents with the right deal
  • Update properties on existing HubSpot records, with citations back to the source artifact

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How writes to HubSpot work

Deal Brain updates existing HubSpot records. It does not create new deals, companies, or contacts in HubSpot — that’s true in every update mode. Whether an update reaches HubSpot automatically depends on the update mode set on each field:
Fields set to Automatic are written to HubSpot with no human in the loop. Check which of your fields use Automatic before you describe Deal Brain’s write behavior in a security or governance review. See Fields and CRM objects for how update modes are set and who can change them.

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Not ready to connect?

If you can’t get HubSpot connected yet, you can import a CSV of your deals and connect HubSpot later without losing anything.