CRM integration · HubSpot

The HubSpot record that should have closed the deal was never updated.

Your reps know it. You know it. Notes get written from memory on Friday — if they get written at all. Gangly makes the CRM accurate from the call itself: stage, MEDDIC, next steps, follow-up synced before the next meeting starts. No typing. No catching up.

OAuth 2.0Setup in 3 minutesNo engineering required
Integration active Live · 2.1s sync
HubSpot
HubSpot CRM
AC

Acme Corp

Deal · $48k · Demo stage

Demo
NW

Northwind

Deal · $22k · Evaluation

Eval
GX

Globex Ltd

Contact · VP Sales

Warm
Pulling context
Gangly
Gangly
Gangly
Gangly enriched

Signal detected

New exec hire · 3d

Objection likely

"Already using Gong"

Talk track ready

Discovery · Stage 2

Synced back
HubSpot
Gangly
2.1s sync
The transformation

HubSpot as tax. HubSpot as edge.

Without Gangly

manual
MEDDIC
Deal stage Eval?
Last activity 12 days ago
Next step follow up…
  • Note written 4 hours later, from memory
  • Stage moved by gut feel, not signal
  • MEDDIC half-empty at end of quarter
  • Forecast built on rep optimism
  • Manager pings reps every Monday to update it

With Gangly

auto-synced
MEDDIC 94% complete
Deal stage Demo → Proposal
Last activity Today · call notes
Next step Security review · Fri
  • CRM updated before the next call starts
  • Stage tied to what the transcript actually said
  • MEDDIC 90%+ on every deal
  • Forecast variance down 30%
  • Manager spends 1:1s coaching, not auditing
How it works

HubSpot in. HubSpot out.

Step 01

Pull context for prep

HubSpot deal record reading
Contact history reading
Stage + activities reading

STEP 01

Pull context for prep

Gangly reads the HubSpot deal record — stage, contacts, prior activity — and builds the prep brief.

Step 02

Coach + capture mid-call

Signal match · 9.4
Objection predicted
Talk track assigned

STEP 02

Coach + capture mid-call

During the call, Gangly listens. After the call, structured notes draft against the deal record.

Step 03

Sync back on approve

Notes synced to deal
Stage updated
Tasks created

STEP 03

Sync back on approve

You review notes + suggested stage + tasks. One click syncs to HubSpot — deal, contact, task records all updated.

One deal. One workflow.

Context out. Updates back.

A real moment in the workflow — from HubSpot to outcome.

HubSpot timeline

2.1s sync
  • 09:55

    pull

    Gangly pulls Acme deal record + Marcus contact + last 3 activities.

  • 10:00

    call starts

    Brief opens with full HubSpot context. Live coach standing by.

  • 10:28

    call ends

    Notes draft, MEDDIC fields, 2 next-step tasks — all pre-filled.

  • 10:30

    synced

    You approve. HubSpot updated in 2.1s. Stage moved. Tasks attached.

What flows where

Three lanes. Zero surprises.

Reads

5 fields
  • Deal records
  • Contact records
  • Company records
  • Activity history
  • Custom properties (with mapping)

Writes

5 fields
  • Deal stage updates
  • Contact field updates
  • Activity logs
  • Tasks + next steps
  • MEDDIC field updates · all with rep approval

Never touches

protected
  • Auto-creates new deals
  • Modifies admin settings
  • Deletes records
  • Reads marketing contacts (sales-only by default)
  • Bulk operations without explicit confirmation
Setup

Three steps. Three minutes.

Step 01

Authorization

HubSpot

Allow Gangly to access your CRM

Read contacts + deals
Write notes + tasks
Manage stage updates

STEP 01

Open Integrations

In Gangly, click Settings → Integrations → HubSpot.

Step 02

Field mapping

Call notes HubSpot note
Deal stage CRM stage
MEDDIC Custom fields
Standard fields auto-mapped

STEP 02

Authorize via OAuth

Sign in to HubSpot. Grant CRM read + write scopes. ~3 minutes including custom field mapping.

Step 03

Connected

HubSpot is live

First sync: next call

STEP 03

Sync starts

Next call gets HubSpot context for prep. First post-call sync runs that day.

Impact

What changes in week one.

CRM coverage

fields complete

94%

Sync latency

avg.

2.1s

MEDDIC capture

every deal

90%+

Setup time

OAuth

< 3 min

What customers say

Real teams. Real outcomes.

"Our HubSpot finally reflects what's actually happening in deals. Manager 1:1s went from 'update your CRM' to actual coaching."

Drew K.

VP Sales · 80-person SaaS

15% forecast
"I used to spend Sunday nights catching up on CRM notes. Now they're done before the call window closes."

Marcus R.

AE · Series B SaaS

5 hrs/wk back
"MEDDIC capture in HubSpot went from "whatever the rep remembered" to 90%+ on every deal."

Priya V.

RevOps Lead · mid-market

90%+ MEDDIC
Questions teams ask

FAQ

HubSpot-specific answers. No fluff.

Is the sync bi-directional?

Yes. Gangly pulls context for call prep and writes post-call notes, tasks, and stage updates back to HubSpot — always with rep approval before anything syncs.

Do I need admin access?

No. A rep can connect their own HubSpot account via OAuth in about 3 minutes. Admin is only needed if your HubSpot instance restricts third-party apps.

What about custom HubSpot properties?

Custom properties need manual mapping during setup (5 minutes). Standard deal, contact, and company fields are mapped automatically.

Which contacts get included in call prep?

Only contacts associated with the deal are included by default. You can expand this on a per-account basis in Settings → Contact rules.

What's the security posture?

OAuth 2.0 (no API keys), AES-256 encryption at rest, TLS 1.3 in transit, SOC 2 Type II in progress, GDPR-ready with DPA available. Gangly never auto-sends from your domain — every outbound action requires rep approval.

Can I disconnect at any time?

Yes. Disconnect from Settings → Integrations. Gangly stops reading or writing data immediately. Existing notes stay in HubSpot.

Engineering detail

Built like a real integration — not a webhook glued on top.

OAuth 2.0, granular scopes, idempotent writes, and a per-action audit log. Everything below is what your security team will ask about. We answer here so you don't have to ask.

OAuth 2.0 · scopes requested

Least-privilege by default

Gangly requests only what the configured features need. No marketing, no admin, no impersonation scopes — ever.

  • R crm.objects.deals.read
  • R crm.objects.contacts.read
  • R crm.objects.companies.read
  • W crm.objects.deals.write
  • W crm.objects.contacts.write
  • W tickets · timeline-events

Revoke at any time from HubSpot → Account & Billing → Integrations. Gangly disconnects within 30s of revocation.

Field mapping · auto-detected

Standard fields map on connect

Custom HubSpot properties surface in the Mapping UI during setup. You map once; Gangly remembers.

Gangly HubSpot property
deal.stagedealstage
deal.amountamount
deal.closeDateclosedate
deal.nextStepnext_step (custom)
meddic.metricsmeddic_metrics_c
contact.rolejobtitle

Audit log · per-action trace

streaming
10:30:04.221 POST   /crm/v3/objects/deals/3142889
  actor=rashid@gangly.com  scope=deals.write
  diff={ dealstage: "presentationscheduled""contractsent" }
  source=call_id:c_8821  approved_by=rashid@gangly.com
  status=200  latency=214ms

10:30:04.512 PATCH  /crm/v3/objects/deals/3142889
  diff={ next_step: "Send MSA + 2 references by Fri" }
  status=200  latency=178ms

10:30:04.704 POST   /engagements/v1/engagements
  type=NOTE  associations=[deal:3142889, contact:1284]
  body_hash=a7b2c…  status=201  latency=242ms

10:30:04.918 SYNC    deal:3142889complete
  total_ops=3  total_latency=2.1s  retries=0

Exportable as JSONL · 90-day retention default · per-rep filterable.

Reliability

Idempotent · retrying · observable

Idempotency
Each write carries an Idempotency-Key derived from call_id + field. Replays are safe.
Retry strategy
Exponential backoff [1s, 4s, 16s, 64s] on 429/5xx. Drops to dead-letter after 4 attempts with rep notification.
Rate limits
Respects HubSpot's 110 req/10s per-portal limit. Burst writes are queued and reordered per-deal.
Data residency
US-East default · EU-West available · transcripts encrypted with per-workspace KMS keys.

Need a detailed architecture review? Ask for the integration whitepaper — 14 pages, no email gate.

The deal you lost had a record no one kept.

Gangly keeps HubSpot current from the first call to close. Live in 3 minutes.

14-day trial · No credit card · OAuth-secured