Connect HubSpot to Brieflee

What it does

After each meeting Brieflee writes a summary with action items. With HubSpot connected, you pick a deal and send those action items to it:

• Each action item you send becomes a HubSpot task, associated with the deal.
• The task is assigned to the HubSpot user whose email matches the email you sign in to Brieflee with. If no HubSpot user has that email, the task has no owner.
• The meeting summary can be added to the deal as a note.
• To do this, Brieflee reads your open deals, so you can pick one, and looks up the HubSpot owner with your email.

Brieflee only creates tasks and notes. It never changes or deletes a deal, a contact or anything else in HubSpot.

Requirements

• A Brieflee account. Sending to a CRM is included on every plan: Free, Pro and Enterprise.
• A HubSpot account with at least one open deal, and a HubSpot user who is allowed to connect apps to it (in HubSpot, a super admin or a user with App Marketplace access). For tasks to be assigned to you, that HubSpot user should have the same email address as your Brieflee account.
• A meeting in Brieflee with its summary: the action items come from the summary.
• A browser that allows pop-ups from app.brieflee.ai, or the Brieflee desktop app.

How to connect

1. Sign in to Brieflee at app.brieflee.ai. No account yet? Start free.
2. Open Settings, then Integrations, or go straight to Integrations.
3. Under CRM and tasks, find the HubSpot card and choose Connect HubSpot.
4. A HubSpot window opens (in the Brieflee desktop app, your web browser opens instead). Sign in to HubSpot if asked. If you belong to more than one HubSpot account, choose the one to connect. Read the permissions HubSpot lists (they are the ones under Data shared) and approve them.
5. Back in Brieflee, the window closes by itself and the HubSpot card says Connected, with your HubSpot account number (Portal), the date you connected and when Brieflee last used the connection.

The connection is yours alone. It belongs to your Brieflee account, not to your workspace, and Brieflee works in HubSpot as the HubSpot user who approved it. Each teammate who wants to send tasks connects their own.

How to use it

Nothing goes to HubSpot until you choose to send it. Brieflee sends nothing when a meeting ends and does not sync in the background. Once a meeting’s summary is written, you can send its action items from two places.

From a meeting’s report

1. In Brieflee, open Meetings and choose a meeting that has its summary.
2. On the report, find Push to CRM and, in it, the HubSpot panel.
3. Under Deal, search for the deal and pick it. The list shows up to 25 open deals; type part of a deal’s name to search for others. Deals in the closed won and closed lost stages of HubSpot’s default pipeline are left out.
4. Untick any action item you do not want to send. They all start ticked.
5. To add the summary too, leave Also attach the meeting summary as a Note on the deal ticked. Untick it to send the tasks alone.
6. Choose the push button, which counts what you ticked (for example Push 3 tasks to HubSpot). Brieflee then lists what was created, what failed and what was already there.

From the Tasks page

1. Open Tasks and choose Send to… on a task, or tick several and choose Send to….
2. Pick HubSpot, then the deal, and choose Send to HubSpot.

The Tasks page sends the tasks only, never the summary note.

What arrives in HubSpot

Each action item you send becomes one task:

• Title: the action item.
• Body: the action item, then the meeting’s title, the person the summary named as its owner, and a Brieflee summary reference.
• Status Not started, type To-do, and the priority the summary gave it (High, Medium or Low; Medium if it gave none).
• Due date: read from the wording, such as “by Friday” or “in 3 days”; otherwise three days after you send it.
• Owner: the HubSpot user with your email, if there is one.
• Associated with the deal you picked.

The summary note, when ticked, holds the meeting’s title, its purpose, the takeaways and each section of the summary, and is associated with the same deal.

An action item already sent to the same deal is not sent twice: the result marks it Already there and offers to send it again.

Data shared

Permissions Brieflee asks for

HubSpot lists these on its approval screen. Brieflee asks for these and no others:

What Brieflee keeps

The HubSpot access tokens, encrypted on Brieflee’s servers; the account details above; and, with each meeting, a record of every send: the deal, which action items were sent and whether each was created. Brieflee never edits or deletes anything in HubSpot.

Disconnect and uninstall

In Brieflee

1. Open Settings, then Integrations.
2. On the HubSpot card, choose Disconnect.

Brieflee deletes the tokens it holds for your HubSpot account at once and can no longer read from or write to it. Deleting your Brieflee account does the same.

In HubSpot

Disconnecting in Brieflee does not remove Brieflee from HubSpot. To remove it there as well:

1. In HubSpot, click the settings icon in the top bar.
2. In the menu on the left, open Integrations, then Connected apps.
3. Find Brieflee, open its Actions menu and choose Uninstall.

If you remove it in HubSpot first, Brieflee can no longer reach your account. Choose Disconnect in Brieflee too, so the card stops listing the connection.

What happens to the data

• Everything already sent stays in HubSpot. Brieflee does not delete it; delete it in HubSpot if you no longer want it.
• Your meetings, summaries and action items stay in Brieflee.
• The record of past sends stays with each meeting until you delete that meeting or your account.
• You can connect again at any time.

Troubleshooting

Support

Email support@brieflee.ai. Include the email address of your Brieflee account and, if a send went wrong, the meeting’s title and date and the deal you picked. The support page lists the other ways to reach us.

How Brieflee handles your data is set out in the Privacy Policy, and the terms of use in the Terms of Service. Data protection questions: privacy@brieflee.ai.