HubSpot

What is HubSpot?

HubSpot is a CRM and marketing platform that tracks your contacts, deals, and pipeline. It’s where your sales and marketing activity lives.

How HeyMetra works with HubSpot

HeyMetra reads your HubSpot data to answer questions about pipeline health, deal stages, and contact activity. When you ask it to update a record, it proposes the change and applies it only after you approve.

1. 1

   In HubSpot, go to Settings → Integrations → Private Apps and create a private app.

2. 2

   Grant it read scopes for the objects you want HeyMetra to see (contacts, deals, companies).

3. 3

   Copy the private app access token.

4. 4

   Open Connections in HeyMetra, choose HubSpot, paste the token, and save — it’s stored securely and never shown again.

5. 5

   Ask your first question — grounded in your live HubSpot data.

What you can ask

• “How much is in my pipeline by stage right now?
• “Which deals are stalled and need attention?
• “How many new contacts came in this month?
• “What’s my win rate this quarter?

Actions it can take

Every action is proposed first and runs only after you approve it — nothing changes in HubSpot until you say yes.

• Update a deal stage or property — proposed first, applied only once you approve.
• Create or edit a contact record you review.
• Add a note or task to a deal after you confirm.