HubSpot setup guide

Prerequisites

Before connecting HubSpot to SalesPrompter, ensure you have:

• Active HubSpot account (any tier: Free, Starter, Professional, or Enterprise)
• SalesPrompter account (create at app.salesprompter.com)
• OpenAI API key (get from platform.openai.com/api-keys)
• Admin or Super Admin permissions in HubSpot

Step 1: Connect HubSpot

1.1 Navigate to Integrations

1. Log in to SalesPrompter
2. Click "Integrations" in the left sidebar
3. Find the HubSpot integration card

1.2 Authorize HubSpot Connection

1. Click "Connect HubSpot" button on the integration card
2. Pipedream Connect modal will open
3. Click "Authorize" to start OAuth flow
4. You'll be redirected to HubSpot login page

1.3 Grant Permissions

HubSpot will ask you to authorize these permissions:

Read Access: Read contacts, companies, deals, contact schemas

Write Access: Write contacts (for LinkedIn URL and email enrichment), write companies (for domain and LinkedIn page enrichment), write lists (for blocklist creation)

Click "Connect app" to complete authorization.

1.4 Confirm Connection

After authorization, you'll be redirected back to SalesPrompter. The HubSpot card will show "Connected" status with a green checkmark.

Step 2: Enrich Contact Data

2.1 Navigate to Contacts

1. Click "Ideal Customer Profile" in sidebar
2. Select "Contacts" from submenu
3. View your HubSpot contacts with enrichment stats

2.2 Find LinkedIn URLs

1. Review "Missing LinkedIn" stat in header
2. Select contacts missing LinkedIn URLs (checkbox column)
3. Click "Find LinkedIn URLs" button
4. AI enrichment will start (processes in background)

Enrichment takes 10-30 seconds per contact. Progress shows in real-time.

2.3 Sync to HubSpot

1. Review enriched data for accuracy
2. Click "Sync to HubSpot" button
3. Confirmation dialog shows what will be updated
4. Click "Confirm" to write changes to HubSpot

Step 3: Enrich Company Data

1. Click "Ideal Customer Profile" → "Companies"
2. Click "Enrich All" button
3. AI processes companies in batches of 5
4. Review enriched data, then click "Sync to HubSpot"

Enrichment costs ~$0.025 per 5 companies (paid from your OpenAI API key).

Step 4: Create Blocklists (Optional)

1. Click "Blocklists" → "Companies"
2. Enter list name (e.g., "Existing Customers - Do Not Contact")
3. Click "Create Blocklist in HubSpot"
4. Find the list in HubSpot under Contacts → Lists

Troubleshooting

Connection Issues: Ensure admin permissions in HubSpot, clear cache, allow popups for authorization.

Missing Data: Verify HubSpot connection status, check that contacts/companies have revenue > 0, wait 30 seconds for initial sync.

Enrichment Not Starting: Verify OpenAI API key is configured in Settings.

Sync Failures: Check HubSpot permissions include write access, verify connection hasn't expired.

Support

Need help? Reach out via the Salesprompter contact page for support within 24 hours.