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Connect HubSpot with Praiz

This native integration between Praiz and HubSpot will save you time, you won't have to manually log calls or meeting notes anymore!


What you can do with this integration:


Log Notes

Praiz will log a note with AI-powered summary & AI Templates, along with a URL link to the recording replay


Fill-up any property

Praiz can fill-up any standard or custom property


This is what a Praiz summary log looks like in HubSpot:
Praiz AI-Generated Notes - Automatic Call Log in HubSpot


User Permissions Prerequisites


Each user must have the following permissions enabled for the integration to be configurable.
You can access this from HubSpot Settings > Users & Teams, and then hover on a user, and click on Edit permissions for every user :


in CRM > CRM objects > Notes

in Marketing > Lists

in Account > Settings access

App Marketplace access should be ON

Asset Marketplace access should be ON

Notes should be ON (View and Edit for All notes)

Lists should be ON (with both View and Edit rights)

Edit property settings should be ON

CRM > CRM Objects > Notes

Marketing > Lists

Account > Settings access


Connect your Praiz account with HubSpot


Each user will need to perform these steps to connect his HubSpot account



1️⃣ Browse our CRM integrations

  • From the Settings tab, click on the CRM tab to configure our CRM integrations


2️⃣ Select the HubSpot integration

  • Click on See All Integrations and then select HubSpot


3️⃣ Authorize HubSpot

  • Click on Authorize HubSpot
  • Select the HubSpot account you want to connect
  • then click on Allow and Install


The HubSpot integration is now active for you!

Updated on: 28/02/2025