HubSpot integration · BetaBeta
HubSpot with AI: a current CRM without hours of data entry
Tessa connects what happens in your email and meetings with your HubSpot contacts and deals, and tells you which one needs attention.
This connection is in beta: it works, but we are still testing it with real accounts.
A CRM is only as good as its updates
HubSpot is as useful as the data inside it. On small teams nobody has time to log every call and email, so the CRM drifts a few weeks behind reality.
You know the result: deals with a close date in the past that nobody touched, notes living in a salesperson’s inbox, and meetings where you’re unsure where the opportunity stands.
How it works with Tessa
- 1
Create a Private App in HubSpot
You connect with a private app token from your HubSpot account, scoped to contacts, deals and notes. The steps are in Integrations.
- 2
Tessa reads contacts and deals
She can look up a contact, see their open deals and spot the ones at risk: close date passed or less than a week away.
- 3
Client cards fill in
In Tessera’s Contacts, if the client’s email is in HubSpot, you see their record and open deals next to your email and meeting history.
- 4
Notes and deals, with your permission
Tessa can add a note to a contact or push a deal spotted in your email to HubSpot. By default, both wait for your approval.
What you get
- Deals that don’t go coldAsk “which deals are at risk?” and Tessa lists the ones whose close date has passed or is looming.
- Less typingA client meeting recap can become a note on their contact in one click.
- From inbox to pipelineSales conversations Tessa spots in your email can be pushed to HubSpot once, with no duplicates.
- Calls with the CRM at handOpen the client’s card in Tessera before the call and see which deals are open and at what stage.
Worth knowing before you connect
The integration uses HubSpot’s public API with a token only your company’s admins can see, stored encrypted. It isn’t a HubSpot marketplace app or an official integration. It’s in beta because it hasn’t been tested against enough real accounts yet; if you get a permissions error, the private app is usually missing a scope.
- Reads contacts and open deals.
- Writes notes on contacts and creates deals.
- Doesn’t change stages or delete records.
What Tessa reads for each person stays private, your data is stored in the EU and nothing goes out without your approval.
Frequently asked questions
How do I connect HubSpot to Tessa?
In HubSpot, create a private app with read access to contacts and deals plus write access to deals and notes. Copy the token and paste it into Tessera’s Integrations.
Will Tessa write to HubSpot without permission?
No. Adding notes and creating deals require your approval by default. An admin can change that in the control panel.
What if I don’t use a CRM?
Tessa builds a sales pipeline from your email and meetings, no CRM needed. If you adopt HubSpot later, you can push those deals across.
Does it work with HubSpot’s free tier?
Private apps are available on HubSpot accounts. What can be read depends on the objects your account has.
Who sees HubSpot data inside Tessera?
It’s company data any member could ask Tessa for. What stays private is each person’s email, which nobody else sees.
Keep reading
- FeaturesA sales pipeline that builds itselfTessa builds your pipeline from your email and meetings, flags deals going cold and drafts the next follow-up for you. Try it free for 14 days.
- FeaturesA profile for every client, filled in for youTessa builds a profile for every client from your email, tasks and meetings: history, open items, upcoming calls. No data entry. Try it free.
- IntegrationsBetaPipedrive with AI: a pipeline that matches what’s really happeningTessa reads your Pipedrive people and deals, flags the ones about to slip, and adds notes or creates deals from your email once you approve.
- GuidesHow to follow up with clients without a CRM (and not lose any of them)How to follow up with clients and leads without a CRM: a few stages, a follow-up cadence, email templates and the signs a deal is going cold.
- IndustriesAn AI assistant for startups doing everything with a tiny teamTessa watches for customers in trouble, builds your pipeline from email and drafts weekly and investor updates. Connect Google and Slack today.
What does your team look like?
Same AI for both. Where you start is what changes.
Startups
5 to 30 people
Grow without losing the thread
Tasks from email and Slack, follow-ups, sales and investors, without everything landing on the founders.
Companies
30 to 250 people
What gets decided gets done
Minutes and tasks from every meeting, commitments that get followed up and a pulse per team, without watching anyone.
Connect HubSpot and let your CRM update itself from the work you already do.
Start freeFree plan for teams of up to 3 people. Anything that leaves the company waits for your approval.