EQALL + HubSpot.
Connect EQALL to HubSpot and your meetings, transcripts, action items, contacts, companies, deals, and emails flow into your CRM after every call, based on the settings you define. No manual logging required.
What this integration does
Once connected, EQALL syncs your sales activity into HubSpot after every meeting, based on the settings you define. Your pipeline stays current without anyone having to manually log a thing.
| EQALL | Sync | HubSpot |
|---|---|---|
| Contacts | ⇄ | Contacts |
| Companies | → | Companies |
| Opportunities | ⇄ | Deals |
| Action Items | ⇄ | Tasks |
| Transcripts | → | Notes |
| Meetings | → | Meetings |
| ⇄ | Email Activities |
The connection uses OAuth, EQALL only accesses records within the scope you authorize, and access can be revoked from HubSpot at any time.
Get Started with EQALL
If your team is new to EQALL, complete these steps first. Setup takes about five minutes.
Go to eqall.com/en/register/login or download EQALL from the App Store. Select Sign in with Google or Microsoft using your company email. Allow all permissions for the best experience.
Complete a one-time LinkedIn sign-in to enrich attendee profiles with relationship context, communication styles, and deal-specific insights.
Go to Avatar Image → Products & Services and review what EQALL has pre-populated. This powers your personalized insights and deal recommendations. You can edit, add, or delete products by providing a company website, an uploaded file, or entering details manually.
Go to Settings → Notifications and turn on Today at a Glance and Meeting Summary to stay on top of every deal.
Connecting EQALL to HubSpot
This only needs to be done once for the company. An admin authorizes first, then individual users can link their own accounts.
In EQALL, go to Profile Image → Settings → Integrations → CRM → HubSpot and click Connect.
Any HubSpot Super Admin can authorize the connection on behalf of the whole company.
A user with View/Edit Contacts, Companies, and Deals, plus permission to install apps from the App Marketplace.
If you manage multiple HubSpot portals, pick the correct one from the list.
HubSpot will display the permissions EQALL is requesting. Review and click Connect app. Once done, team members can connect their own accounts from the same Settings page, no admin rights needed for individual users.
Already authorized at company level? Individual users can connect at Settings → Integrations → CRM → HubSpot without admin rights.
Permissions Required
EQALL requests the following OAuth scopes from HubSpot. All four are required for the integration to work.
| Permission | What EQALL uses it for |
|---|---|
| Account properties Required | Access basic account info including primary domain and user emails, used to establish the connection. |
| Companies Required | Read, create, and update company records. EQALL creates companies when they don't exist yet and enriches them with meeting data. |
| Contacts Required | Read, create, and update contact records. EQALL creates contacts when they don't exist yet and keeps them enriched. |
| Deals Required | Read, create, and update deal records. EQALL logs opportunity signals and attaches meeting activities. Deal stage, probability, and other updates happen deterministically based on the settings you define. |
OAuth access is user-scoped, EQALL can only see records the authorizing user already has access to in HubSpot. Your existing roles, sharing rules, and security policies remain in control.
How AI works with HubSpot
EQALL's AI agents and Ask EQALL have no direct connection to HubSpot. They cannot query HubSpot or take action against it. Every HubSpot read and write is deterministic and runs based on the settings you define.
The seller is always in the loop. What lands in HubSpot is what the seller wants.
Sync Settings
Each user configures their own sync preferences from Settings → Integrations → CRM → CRM Settings. This controls exactly what EQALL creates and updates in HubSpot on your behalf.
Avoid duplicate records. If you already sync email, calendar, or meeting data through another platform (e.g. HubSpot's native Gmail or Outlook sync), only enable those same data types here if you are not already syncing them elsewhere.
Step 1, choose what EQALL creates
Select whether EQALL should create new Companies and/or Contacts in HubSpot when it encounters people not already in your instance.
Step 2, configure each integration type
For each data type, choose which HubSpot record types it should be linked to.
Associate to:
Associate to:
Associate to:
Associate to:
Recommended: Enable all toggles if you're not using another sync tool. This gives you the most complete HubSpot record, every meeting, action item, and transcript automatically attached to the right contacts and companies.
Setup Checklist
- EQALL account created and signed in with Google or Microsoft
- LinkedIn connected (one-time step)
- Products & Services reviewed and confirmed in EQALL
- HubSpot admin has connected the company-level account
- Each team member has connected their individual HubSpot account
- Sync settings configured per user to prevent duplicate records
- Notifications enabled (Today at a Glance + Meeting Summary)
Questions or live walkthrough?
Our team will set up the HubSpot integration with you live, or answer any questions your CRM admin has.