Connect Grain with HubSpot to automatically update your contacts' deal notes with a link to view the meeting and AI notes. Grain's integration syncs your sales meetings with contacts, companies, and deals in HubSpot, ensuring that your records stay up-to-date and providing better visibility into pipeline activity.
Connect Grain to HubSpot
To connect Grain with HubSpot, follow these steps. They only need to completed once for the entire workspace:
Go to Integrations > HubSpot
Click "Connect HubSpot"
Choose your HubSpot account
Give Grain access to your HubSpot account by clicking "Choose Account"
Review the terms and access options and click 'Connect App'
Voila! You’ve now connected Grain with your HubSpot account.
Important Note: Only meetings automatically shared to the workspace are eligible for use by this automation. If your meetings aren't shared with the workspace, the meeting notes won't be synced with HubSpot.
Customize HubSpot automation
Send meeting notes to Hubspot: You can choose to add your meeting notes as either a note object or a meeting object in your HubSpot record.
Create contacts: You can enable Grain to create a new contact in HubSpot when you're meeting with an external participant (someone from outside of your company) who isn't already in HubSpot.
Create Hubspot tasks from action items: You can enable Grain to add action items from external meetings as Hubspot tasks in the associated deal.
Deal qualification properties
In HubSpot, deal properties are fields that store data about your contacts, companies, deals, and other records.
Grain uses the properties in HubSpot to store meeting information related to deals or sales opportunities. Meeting information is added to the Grain Properties section of your HubSpot deal properties.
Disconnecting Grain from HubSpot
To disconnect Grain from HubSpot, navigate to the HubSpot integrations settings menu here!
To begin the disconnecting process, press the arrow down icon under Status next to 'Connected'
You will then see a 'Disconnect' button. Select that.
From here you will see a pop up menu confirming you would like to remove this integration, press the red 'Disconnect' button again to confirm this.
Then the integration will be removed.
Alternative Option: You can uninstall the Grain app from your HubSpot account. See the HubSpot Knowledge Base article for instructions.
How Does Disconnecting Grain from HubSpot Impact my HubSpot Account Data?
Once disconnected, Grain will no longer send meeting notes and other pieces of information over to HubSpot.
All pre-existing information that Grain has sent will still be available to view in HubSpot.
Grain will stop the syncing of your meeting data to the relevant HubSpot records.