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HubSpot Integration

Create personas from your HubSpot contacts to enhance your training scenarios

Last updated: 12/1/2025

Overview

The HubSpot integration allows you to:

  • Import your HubSpot contacts and automatically create realistic buyer personas for your training scenarios
  • Import and evaluate calls directly from your HubSpot CRM for performance tracking

💡 Tip: The HubSpot integration supports both persona creation and call import. Learn more about CRM Import →

Getting Started

Prerequisites

  • A HubSpot account with contacts
  • Admin access to create personas in Syrenn

Connecting HubSpot

  1. Navigate to the Integrations page
  2. Find HubSpot in the integrations list
  3. Click on the HubSpot card
  4. Click the "Connect" button
  5. You'll be redirected to HubSpot's authentication page
  6. Sign in with your HubSpot account
  7. Review and grant the requested permissions
  8. You'll be redirected back to Syrenn
  9. Your HubSpot account is now connected

Using the Integration

Importing Contacts

Once connected, you can import contacts:

  1. Navigate to the Personas page
  2. Click "Create New Persona" button
  3. Select HubSpot in the list of CRM options
  4. Select contacts you want to import
  5. Confirm the import
  6. Personas will be created automatically from your contacts

ℹī¸ Important: Only contacts with complete information (name, job title, and company name) will be available for import.

Troubleshooting

Connection Issues

Problem: Unable to connect HubSpot

Solutions:

  • Ensure you're signed in to the correct HubSpot account
  • Check that your HubSpot account is active and has access
  • Verify your HubSpot subscription includes API access
  • Clear browser cache and cookies
  • Try using a different browser
  • Check if browser extensions are blocking the connection

Import Issues

Problem: Cannot import contacts

Solutions:

  • Verify the integration is still connected
  • Check that you have contacts in your HubSpot account
  • Ensure you granted all necessary permissions
  • Try disconnecting and reconnecting the integration
  • Verify your HubSpot account has API access enabled
  • Check if there are any API rate limits or restrictions

Permission Errors

Problem: Missing permissions error

Solutions:

  • Reconnect the integration and grant all permissions
  • Check your HubSpot account settings
  • Verify API access is enabled in your HubSpot account
  • Review HubSpot's API permissions and requirements
  • Contact HubSpot support if API access issues persist

No Contacts Available

Problem: No contacts found to import

Solutions:

  • Ensure you have contacts in your HubSpot account
  • Verify contacts have complete information (name, job title, company name)
  • Check contact visibility and access permissions in HubSpot

Disconnecting HubSpot

You can disconnect HubSpot in two ways:

Disconnect Through Syrenn

  1. Navigate to the HubSpot Integration page
  2. Click "Remove integration" or toggle the connection off

Uninstall Through HubSpot

  1. Go to HubSpot → Settings
  2. Under Account Setup → Integrations → Connected Apps
  3. Find "Syrenn"
  4. Click Actions → Uninstall

⚠ī¸ Note: Disconnecting HubSpot will not delete personas that were already created from HubSpot contacts. You can manage those personas separately in the Personas section.

HubSpot Settings

The HubSpot integration includes two separate settings tabs:

Meeting Notes Settings

Sync call notes from your Syrenn live calls to HubSpot as meeting activities.

Settings:

  • Sync Meeting Notes to HubSpot: Master toggle to enable syncing
  • Log to HubSpot Contact: Associate notes with contact records
  • Log to HubSpot Company: Associate notes with company records

Use Case: Keep your HubSpot CRM updated with meeting insights from your live calls.

💡 Tip: See CRM Sync for detailed information about syncing call notes to HubSpot.

HubSpot Calls Settings

Import and evaluate calls made through the HubSpot dialer.

Settings:

  • Evaluate Calls: Enable importing calls from HubSpot dialer
  • Default Scorecard: Select scorecard for evaluating imported calls

Use Case: Analyze and score calls made directly in HubSpot.

💡 Tip: See CRM Import for detailed information about importing calls from HubSpot.

Difference Between Settings

  • Meeting Notes Settings: Syncs notes FROM Syrenn live calls TO HubSpot (one-way: Syrenn → HubSpot)
  • HubSpot Calls Settings: Imports calls FROM HubSpot dialer TO Syrenn for evaluation (one-way: HubSpot → Syrenn)

Call Import Feature

In addition to persona creation, the HubSpot integration also supports importing and evaluating calls directly from your HubSpot CRM.

Importing Calls

  1. Navigate to Call Logs in the sidebar
  2. Click "Import from CRM" button
  3. Select HubSpot as your CRM integration
  4. Choose calls to import and evaluate
  5. View detailed feedback and scores in your Call Logs

Configuring Call Evaluation

Before importing calls, configure your default scorecard:

  1. Navigate to the HubSpot Integration Settings page
  2. Find the "Call Settings" section
  3. Select a default scorecard from your organization's available scorecards
  4. Click "Save" to apply changes

ℹī¸ Important: A default scorecard must be configured before you can import and evaluate calls. See Scorecards Documentation to learn about creating scorecards.

Requirements for Call Import

  • Connected HubSpot integration
  • HubSpot account with call records
  • Completed calls with transcripts or recordings
  • Your HubSpot account email must match your Syrenn account email
  • Default scorecard configured in integration settings

Learn more about CRM Import →

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