HubSpot

HubSpot is a CRM provider. SignalDock upserts:

• Company, matched on domain (updated in place after the first sync)
• Contact, matched on email, and associated with the company
• Deal, created in the pipeline and stage you choose, associated with the company

With Sync to CRM automatically on, it also writes a note for each sent email (with why it was sent: the signal, the sourced facts, and the score reasons), a note for each reply (with the reply agent's summary), and a meeting engagement for each booking. Notes and meetings are associated with the contact, the company, and the deal.

SetupCopy Anchor Link

1. In HubSpot, create a private app under Settings → Integrations → Private apps with these scopes: crm.objects.companies.read/write, crm.objects.contacts.read/write, crm.objects.deals.read/write. Notes and meetings are covered by the contact scopes.
2. On Integrations, connect HubSpot and paste the private app token. It is stored in Vault and never returned.
3. Optionally set your Hub ID (for record links in SignalDock), and the deal pipeline and stage for new deals (default / appointmentscheduled unless set).
4. Turn on Sync to CRM automatically in Settings → Outreach, or sync opportunities by hand.

Contacts without an email address are skipped, since HubSpot matches contacts on email.