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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