Before an account check-in
On an account with HubSpot context enabled, ask about the company or contact before you join. Compare the record with the questions you want to raise in the meeting.
HubSpotBring the deal into the conversation.
Use the account record alongside what you heard on the call. HubSpot can supply companies, contacts and deals as read-only context, and open deals appear on the Deals page.
Available connection
Connecting HubSpot is available. HubSpot context in Ask depends on the tools enabled for your account; connecting alone does not guarantee that access.
Put the account record beside the conversation.
Before a Northstar check-in, ask what the connected CRM record says. This example requires HubSpot context to be enabled for your account.
HubSpotWhat does the Northstar account record say?
Company
Northstar
- Contact
- Maya Chen
- Open deal
- Northstar · regional rollout
Source to checkHubSpot example records
Illustrative record sources for the fields above. All records are fictional.
- Company record
- NorthstarShown in the “Company” field above.
- Contact record
- Maya ChenShown in the “Contact” field above.
- Deal record
- Northstar · regional rolloutShown in the “Open deal” field above.
Use your own records and check the source before carrying a detail into a customer conversation.
When this helps
After a deal review
Return to the open deal and your call notes. Use the buyer’s words to decide what needs checking in HubSpot, then make any record changes yourself.
Before your next call.
Connect HubSpot from Settings, then Integrations in the Mac app. Check your open deals on the Deals page. If you use HubSpot in Ask, check the answer’s sources for the record it used.
Explore AskKeep the scope in view
This is read-only context. It does not automatically update deal stages, create contacts or write your call notes into HubSpot. Ask access is account dependent.
See the current plansA few things
you might ask.
Will SalesViking update HubSpot for me?
No. The available integration reads companies, contacts and deals. Changes to your CRM remain yours to make.
What is available today?
Connecting HubSpot is available. HubSpot context in Ask depends on the tools enabled for your account; connecting alone does not guarantee that access.
How do I get started?
Connect HubSpot from Settings, then Integrations in the Mac app. Check your open deals on the Deals page. If you use HubSpot in Ask, check the answer’s sources for the record it used.
What should I know about the scope?
This is read-only context. It does not automatically update deal stages, create contacts or write your call notes into HubSpot. Ask access is account dependent.
HubSpot is a trademark of HubSpot, Inc. SalesViking is not affiliated with or endorsed by HubSpot.
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