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Connect HubSpot

Updated 13 October 2026

Connecting HubSpot lets SalesGhost use the records your team already keeps there: contacts, companies, deals and notes.

Connect it

  1. Download SalesGhost for Mac or Windows and sign in
  2. Open Settings → Integrations and choose HubSpot
  3. If you're a workspace admin, choose whether the connection is for the whole workspace or just you
  4. Click Connect HubSpot. Your browser opens HubSpot's sign-in and consent screen
  5. Approve access to your HubSpot workspace, and you're returned to SalesGhost, connected

What you get

Briefs before the call. SalesGhost finds the people you're meeting in HubSpot by email and company domain, and adds who they are, their company and their open deals to the meeting's brief.

Answers during the call. When a question comes up, SalesGhost can search HubSpot for a person, company or deal and read the record, so the answer appears next to your call without you switching windows.

Notes after the call. The recap includes a short note summarising the call that you can paste into the HubSpot record.

You can connect more than one CRM. SalesGhost checks each of them and works out which records belong to the conversation.

What access means

SalesGhost asks HubSpot for access to read and update your contacts, companies, deals and notes. Today it reads them for briefs and live answers. The wider access means new features, such as logging calls, notes and tasks to HubSpot, work without you reconnecting. HubSpot's consent screen lists exactly what you're approving.

A workspace connection is used on every rep's calls in your SalesGhost workspace. A personal connection is only used on your own calls.

Disconnecting

Open Settings → Integrations → HubSpot and click Disconnect. SalesGhost stops reading HubSpot straight away.

If the connection fails

  • HubSpot asks you to pick an account: choose the HubSpot account that holds your sales pipeline. You need permission to install apps in it.
  • "Only organization admins can manage organization CRM connections": ask a workspace admin to connect it for the workspace, or connect it just for yourself.
  • Anything else: email support@salesghost.app or use Settings → Support → Report a problem.