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HubSpot Integration: Your CRM on Every Call

Connect your HubSpot user to Backdrop. Read-only access to the CRM records and engagement history you can see in HubSpot, live on calls.

With HubSpot connected, the account's history is on hand during the call: the contacts, the deal, and every touch that came before.

What Backdrop can read

Backdrop can read the CRM records and engagement history your HubSpot user can see. Access is read-only: Backdrop never creates, edits, or deletes anything in HubSpot, and only you can use the connection.

Before you start

  • Your HubSpot permissions apply. Records your user can't see in HubSpot stay hidden from Backdrop too.

Connect HubSpot

  1. In the Backdrop app, open Knowledge from the sidebar.
  2. Find HubSpot and click Connect on its card.
  3. In the Personal row, click Connect. Your browser opens the HubSpot sign-in page.
  4. Sign in to HubSpot and approve access.

When the HubSpot card turns green and reads For you, you're connected.

Disconnect HubSpot

  1. Open Knowledge and click Manage on the HubSpot card.
  2. In the Personal row, click Disconnect, then confirm.

Backdrop stops reading HubSpot on your behalf. If something isn't working, see troubleshooting.

Granola

Connect your Granola account to Backdrop. Read-only access to the meeting notes and transcripts your Granola account can see, live on calls.

Krisp

Connect your Krisp workspace to Backdrop. Read-only access to meeting transcripts, summaries, action items, and upcoming meetings.

On this page

What Backdrop can readBefore you startConnect HubSpotDisconnect HubSpot