Automatically write Grain's meeting insights into specific HubSpot fields including contacts, companies, and deals, ensuring your records stay up-do-date and provide 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 Workspace settings > 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 then 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
Once connected, configure what Grain sends to HubSpot and when.
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 meet with an external participant (someone from outside 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.
Automatically update HubSpot properties: You can enable Grain to automatically update selected HubSpot fields based on your meeting data. Click 'Add property' to choose which properties to sync (see below).
Map Meeting Data to HubSpot Properties
Grain automatically maps meeting data to specific fields in HubSpot, including your own custom properties. You can map data to any Deal, Contact, or Company property.
You can choose which HubSpot fields to sync with Grain — for example, deal close date, lead status, or amount — ensuring key insights from meetings automatically update your CRM.
To add property mapping:
Next to 'Automatically update HubSpot properties', click 'Add property.'
Select the HubSpot field you want Grain to write to.
Write a prompt telling Grain what meeting data to look for and how to format the output (number or text, short or long, template-based, etc.). Grain only writes to HubSpot when it finds relevant information in the meeting.
Select 'Save.'
If 'Require review' is enabled, you must view and confirm synced updates directly from the Grain recording page before they're written to HubSpot, otherwise the property will automatically update following a meeting. Grain appends new data to existing HubSpot notes rather than overwriting them, preserving your full deal history.
Disconnecting Grain from HubSpot
To disconnect Grain from HubSpot, navigate to the HubSpot integrations settings menu here!
Click the dropdown arrow under Status next to 'Connected.'
Select the 'Disconnect' button.
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.
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.