HubSpot

If your team runs its pipeline in HubSpot, StageWhisper can check it while you talk. When the call turns to a customer, a deal or an open ticket, StageWhisper looks it up and uses what it finds in your insights. An insight that relies on a record ends with the record’s name. Click the name to open the record in HubSpot. Everything it finds also shows up in the Playbook tab. HubSpot comes with Signals, and we turn it on company by company. If you don’t see the HubSpot card in Settings, ask us to turn it on for your team. StageWhisper only reads from HubSpot. HubSpot has no read-only sign-in, so StageWhisper limits itself to two HubSpot tools: search and account details. It never creates, changes or deletes anything there.

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Connect HubSpot

1. Click the cog on the control bar to open Settings, then choose Integrations.
2. Click Connect HubSpot on the HubSpot card. HubSpot opens in your browser.
3. Sign in to HubSpot, pick the account to connect and allow access.
4. Switch back to StageWhisper. The card now says Connected, with a refresh button next to Disconnect.

Until you finish in the browser, the card says Finish signing in to HubSpot in your browser. If you closed the browser tab or changed your mind, press Cancel. A sign-in you don’t finish stops on its own within three minutes. StageWhisper needs port 47823 on your computer while you sign in, so close anything else that uses it if the sign-in fails.

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During a call

Lookups work the way they do for ClickUp. Once you’re past the greetings, StageWhisper looks up what your team has on the topic of the call, then checks again when a new person, customer or deal comes up. Each lookup searches your deals, companies, contacts and tickets together, along with the files attached to your playbook. For each record a lookup finds, StageWhisper reads: It also reads the 50 most recent notes on the record, if your HubSpot account lets it. Accounts with sensitive data settings can block notes. In that case StageWhisper uses the record without them. StageWhisper leaves out email addresses, phone numbers, street addresses and record owners. Deal stages reach your insights under HubSpot’s internal name, so a stage from a custom pipeline can look like a number. StageWhisper keeps an index of your HubSpot records on your computer. It builds the index once, right after you connect. If you quit before it’s done, it carries on the next time you open the app. During a call it leaves HubSpot to your lookups, so they don’t wait behind the index. If your CRM holds more than the index can keep, lookups still search all of HubSpot. If HubSpot asks StageWhisper to slow down, StageWhisper waits and answers from the index in the meantime.

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Refresh

Click the refresh button on the HubSpot card to bring in what changed since the last refresh. A ring around the button fills up as StageWhisper reads. You can’t refresh during a call, so the button stays dimmed until the call ends. If HubSpot asks StageWhisper to wait, the ring turns amber and empties as the wait runs out. Hover over the button to see when it’s ready again.

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See what StageWhisper found

Open the Playbook tab during a call. As soon as StageWhisper finds something, a From your HubSpot list appears below your playbook, newest first. Each row shows the record’s name, its stage and whether it’s a deal, company, contact or ticket. Click a row to open the record in HubSpot.

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What leaves your computer

Lookups run on your computer and go straight to HubSpot. To search, StageWhisper sends HubSpot a short search phrase based on the conversation, and sometimes the words of that phrase one by one. Your HubSpot sign-in lives in your computer’s credential store. HubSpot only hands out a sign-in to an app that can keep a secret, and a desktop app can’t. So when you connect, and each time your sign-in renews, it passes through StageWhisper’s servers, which add that secret and send the result back to your computer. The servers don’t save your sign-in, and your HubSpot records never pass through them this way. What StageWhisper reads from HubSpot stays on your computer, in an encrypted index. Disconnecting HubSpot deletes it. Each lookup sends a few short passages from those records and notes, each with the name of the record it came from, to StageWhisper’s servers and our AI provider so your insights can use them. Before a passage leaves your computer, StageWhisper replaces each link in it with the name of the site it points to and removes anything that looks like a password, access token or key. StageWhisper’s servers hold passages in memory during the call and never save them. When an insight relies on a record, the record’s name is saved with that insight, so you can still see it in your Library.

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Reconnect

If the card says HubSpot signed you out, your HubSpot access ran out or was removed. Click Reconnect and sign in again. Until you do, your calls go on without HubSpot. If you sign in to a different HubSpot account, StageWhisper deletes the index of the one you left and builds a new one.

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Disconnect

Click Disconnect on the HubSpot card. StageWhisper deletes its HubSpot sign-in and its HubSpot index from your computer and stops checking HubSpot during your calls.

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Don’t see the HubSpot card?

The card only shows up for Signals subscribers. HubSpot is also rolling out in stages, so you may not see the card yet even with Signals.