hubspot

Jaha + HubSpot

Adds deal stage and owner to the pre-meeting brief, then logs the meeting as an activity afterward.

Category
CRM
Sign-in
API key
Plan
Business and above
Writes
Summary and actions, attached to the matching record
Reads
Deals and accounts, before the call

What Jaha does with HubSpot

Writes

Summary and actions, attached to the matching record

Queued to send, tried again if it fails, and never sent twice. You can see every send: what went out, when, and what came back.

Reads

Before a customer call, Jaha has already read the deal in HubSpot: recent activity, open items and what was promised last time. When someone asks “where did we leave this?”, the answer comes from your CRM, so nobody has to rely on memory.

Connecting HubSpot, step by step

  1. 1

    Choose it in Integrations

    Integrations in your dashboard lists HubSpot along with everything else your plan includes.

  2. 2

    Paste a key from HubSpot

    Create an API key in HubSpot and paste it once. It's encrypted right away and masked everywhere it appears after that.

  3. 3

    Choose where it goes

    Pick the destination in HubSpot and which parts of a meeting it gets. That's the rule, and it starts working from the next meeting.

Keys are encrypted at rest with a dedicated key and never shown again after you save.

Plan

Business and above

See pricing

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