​
Overview

HubSpot unifies sales, marketing, and customer data on a single platform. Connect this data with Monterey AI to find more insights, and link feedback back to real customer value.

​
Get Started

You can find the HubSpot integration on your settings/integrations page.

A user with access to both Monterey AI as well as HubSpot will need to authorize the connection.

1

Go to "Settings"

2

Click "Integrations" in the navigation menu

3

Click "HubSpot"

4

Click "Connect"

5

If necessary, log in to HubSpot using the appropriate account

6

Review and approve the permissions requested

7

Once confirmed, you will be returned to Monterey AI, where you can toggle on ingestion of sales notes

​
Data Collected

Once Monterey AI and HubSpot are connected successfully, data will be pulled from periodically. The first time Monterey AI loads data, it will look back 1 week. After that, it will ingest all new data up to your plan’s feedback volume limit.

Only notes from opportunities in the “Closed-Won” status will be ingested. This is to ensure that the feedback you receive is based on successful sales outcomes.

The following data attributes are loaded from HubSpot and utilized in Monterey AI for analysis:

  • Notes

    • Metadata (ID, created time, updated time)

    • Body (text content)

  • Accounts

    • Metadata (ID, created time, updated time)

    • Name

    • Description

    • About Us

    • Founded Year

    • External Source

    • Closed-won opportunity ARR

​
Pricing Volume Impact

Entity TypeVolume Impact
Note1x

View the pricing page for more information on how we calculate volume usage.

SalesforceCommunity Integrations