Does Tana integrate with HubSpot?

Yes. Connect HubSpot from Settings and Tana's AI can search contacts, companies, and deals, update properties and lifecycle stages, create deals, and log notes to CRM records, all from chat.

Can Tana update custom HubSpot properties?

Yes. Property names follow your HubSpot configuration, including custom properties, using HubSpot's internal property names and the values configured in your account.

Your CRM, in the flow of the meeting

Connect HubSpot, and Tana's AI can pull customer context into your prep and log what happened straight after the call. Search records, update properties, and create deals and notes, all from chat.

Read and update your CRM from chat

Get started free Connect HubSpot: full setup guide

What you can do with HubSpot

Before the call

Prep before the call

Search contacts by name, email, or company
Look up a contact's full details and associated deals
See recent deals with amount, stage, and close date

Pull up everything we know about acme.com before the call

Tana's AI chat pulling a HubSpot company's details and its four contacts into Tana for meeting prep.

Tana's AI chat listing the five most recent HubSpot deals in a table with amount, stage, and close date.

During the call

Create a deal on the call

Create deals straight from the live conversation
Link a new deal to the contact or company

Create a HubSpot deal for Acme and link it to Jonas on this call

A live Tana video call where the user asks the AI chat to create a HubSpot deal and link it to a meeting participant.

By asking

Update records by asking

Update lifecycle stage, lead status, and any contact property
Update company properties the same way, in plain language

Move the Acme contact to the opportunity lifecycle stage

Tana's AI chat updating a HubSpot contact's lifecycle stage to Evangelist from a single request.

Tana's AI chat updating a HubSpot company's employee count and industry, mapping 'fintech' to HubSpot's closest match.

After the call

Log it back, automatically

Log a note against a contact, company, or deal
Capture meeting takeaways straight onto the CRM record

Log these meeting takeaways as a note on the Acme deal

Tana's AI chat creating a HubSpot note on a contact, summarizing the key points from a meeting debrief doc held in Tana.

A wrapped-up Tana meeting showing a note logged to HubSpot and linked to the contact and their deal.

How to connect HubSpot

Open Settings in Tana and go to Integrations.
Find HubSpot and click Connect.
Authorize Tana in the popup that opens.
HubSpot is now available to AI in chat, and to any skill you attach to a type.

Go deeper

Frequently asked questions

Does Tana integrate with HubSpot?: Yes. Connect HubSpot from Settings and Tana's AI can search contacts, companies, and deals, update properties and lifecycle stages, create deals, and log notes to CRM records, all from chat.
Can Tana update custom HubSpot properties?: Yes. Property names follow your HubSpot configuration, including custom properties, using HubSpot's internal property names and the values configured in your account.

Related integrations

Do the work in the meeting

Connect HubSpot and let Tana’s AI act on it while you talk. No more notes to write up afterward.

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