HubSpot Setup Guide

Primal Sales Platform · connect your CRM in a few minutes

Primal Sales Platform connects to your HubSpot account to give your team AI-grounded pipeline intelligence, live-call coaching, and automated follow-up — all powered by your real deal data. Setup takes about 5 minutes.

Before you start

You'll need a HubSpot user with permission to install apps (Super Admin, or a user with App Marketplace access). Primal reads your deals, contacts, and owners — it never bulk-copies your CRM into a parallel system; it fetches what it needs, per request.

Step-by-step

1 Install from the HubSpot Marketplace

On the Primal Sales Platform listing, click Install app. You can also start from inside Primal: Admin → Integrations → CRM → Connect HubSpot.

HubSpot will take you to its standard OAuth approval screen.

2 Approve the access Primal requests

Review and approve the scopes. Primal asks only for what it needs to read your pipeline and (optionally) write follow-up notes/tasks back to HubSpot:

Deals & pipeline — read your deals, stages, and amounts
Contacts — read the people on each deal
Owners — map deals to the right rep
Sales email — read email engagement for follow-up timing
Notes & tasks (optional) — write call notes / next steps back to HubSpot
Companies (optional) — enrich deal context

After you approve, HubSpot sends you back to Primal automatically.

3 Create your account (first install only)

If this is a brand-new install, you'll land on a sign-up screen with a ✅ HubSpot connected banner. Create your account (or log in if you already have one) — Primal attaches your HubSpot data to your workspace automatically.

Re-installing or reconnecting an existing workspace? You'll go straight back in, already connected.

4 Map your deal stages

In the onboarding wizard (or Admin → Pipeline → Deal Stages), map your HubSpot pipeline stages to Primal's categories (Discovery, Proposal, No-Show, Closed-Won, etc.). Most standard pipelines are auto-suggested for you — just confirm.

This is what powers stage-aware AI action plans and automations.

5 Connect your other tools (optional)

Add a calendar (Google / Zoom) and a call recorder (Fathom / Zoom) under Admin → Integrations so Primal can pull call transcripts and pre-call briefs. You can do this later — HubSpot alone is enough to get value on day one.

6 You're live

Open Pipeline to see your HubSpot deals with hot/warm/cold signals and AI action plans, or start a Live Companion call for real-time objection reframes, buying-signal alerts, and an auto-generated handoff packet (CRM note + follow-up email + scorecard).

Disconnecting

You can disconnect HubSpot anytime from Admin → Integrations → CRM → Disconnect, or uninstall from your HubSpot account's Connected Apps. You can also request full account deletion from Settings → Profile (30-day grace, then permanent erasure). See our Privacy Policy and Data Processing Addendum.
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