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Connect Discovery and Pipeline with Seamless Sync

Connect HubSpot CRM to Pepsales AI and turn every discovery call into pipeline progress. Keep deal data aligned, follow-ups on track, and workflows connected, all without leaving Pepsales AI

why to connect

Why Connect Your Hubspot?

Real-Time Sync with HubSpot

Pepsales AI auto-syncs your HubSpot contacts, deals, and companies into your workflow. Every call, note, and follow-up flows back to the right HubSpot record, instantly and effortlessly.

Actionable Follow-Ups, Auto-Captured

Pepsales AI transforms conversations into structured next steps and logs them in HubSpot. From booking demos to logging objections, follow-ups stay visible and attached to deals, boosting follow-through and conversion.

Faster Deal Progression

By reducing manual data entry and surfacing real-time insights, reps spend less time updating CRM and more time advancing opportunities. Connected workflows mean qualified leads move to close with greater consistency.

Aligned Teams, Clear Pipelines

With synced discovery data feeding into HubSpot, sales managers gain visibility into rep activity and deal momentum. This enables better coaching, forecasting, and pipeline reviews, all from a single panel.

steps to Integrate

How to Set Up the Integration

Step 1

Connect to HubSpot

Go to Settings > Integrations in your Pepsales AI account, click the HubSpot tile, and select Connect Now. Sign in and allow access.

Step 2

Auto-Sync & Update

Pepsales AI will automatically sync calls, notes, follow-ups, and tasks to HubSpot. Reps can also update deals directly in Pepsales, with real-time updates reflected in HubSpot.

Step 3

Step 4

Step 5

Sales use cases

Real-World Sales Use Cases

Frequentlyaskedquestions

How do I connect HubSpot to Pepsales AI?

Go to Settings > Integrations, select HubSpot, and click Connect Now. Sign in to your HubSpot account and follow the prompts.

What information gets synced?

Discovery call metadata (time, participants), AI-generated notes, and follow-up actions are synced and mapped to the appropriate deals, contacts, or companies in HubSpot.

Can I update CRM records from Pepsales AI?

Yes. You can update key fields like deal stage, follow-up date, or next step directly from the Pepsales dashboard, and those changes will reflect in HubSpot.

Is this integration team-friendly?

Absolutely. Each rep connects their own HubSpot account. Managers can monitor activity across the team and ensure CRM data stays clean and up to date.

Is my data secure?

Yes. Pepsales AI uses OAuth and enterprise-grade encryption for all integrations. You stay in control of permissions and data access at all times.

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