The HubSpot integration connects your HubSpot CRM data to Bigmind so teams can work with companies, contacts, deals, owners, teams, and activity history across sales workflows.
Use HubSpot with Bigmind to import CRM context, align users and teams, connect meetings and notes to CRM records, and give AI agents the account and deal context they need.
#What HubSpot supports
- Setup: Authorize HubSpot, review requested permissions, and configure imported CRM objects.
- Accounts: Work with HubSpot companies in Bigmind account views.
- Deals: View HubSpot deals in Bigmind deal workflows and connect deal activity to the right records.
- Teams: Create Bigmind teams from HubSpot team and user data.
- Outbound sync: When enabled, write selected notes, todos, meeting summaries, and sent emails back to HubSpot.
#Properties used by Frameworks and pipeline views
Only active HubSpot properties imported into Bigmind are available for Framework conditions and additional pipeline columns. Import the Company and Deal properties your assessments depend on before configuring their conditions.
Bigmind reads HubSpot hs_is_closed and hs_is_closed_won directly. This lets Deal maintenance follow the CRM lifecycle without guessing from organization-specific stage IDs or labels.
#Full sync and AI refresh
A full HubSpot sync imports or backfills CRM records and selected properties; it does not automatically run AI against every Company or Deal. Subsequent relevant incremental changes can mark associated Deals or Accounts for refresh, and users can always choose Refresh now.
Learn more in How the Context Graph works.