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Integrating Xembly with HubSpot
Integrating Xembly with HubSpot

Learn how to integrate HubSpot in the Xembly Extension.

Peter Francis avatar
Written by Peter Francis
Updated over a week ago

Add Xembly’s HubSpot integration to your Xembly Extension with the following steps:

  1. Open the Xembly Extension via your Google Calendar

  2. Navigate to your “Settings” by clicking on the Gear Icon ⚙️

  3. Click on Integrations

  4. Hit Connect to the right of “Xembly to HubSpot”

  5. Login using your Google credentials

  6. Click on the box that says “hubspot | [your email address]” to reveal the “advanced settings”

  7. Type in and select each of these seven scopes (they should auto-populate as you type):

    • Crm.objects.companies.read

    • Crm.objects.companies.write

    • Crm.objects.contacts.write

    • Crm.objects.deals.read

    • Crm.objects.deals.write

    • Crm.objects.owners.read

    • Crm.schemas.custom.read

  8. Hit the Connect button on the bottom left of the screen

Your baseline HubSpot integration will now be active and will automatically sync your post-meeting Summary as follows:

  • Verify that the meeting relates to a HubSpot account based on the attendee(s) email address

  • Search for the meeting in HubSpot:

    • If it is already in HubSpot it will update the meeting event with notes and action items

    • If it is not already in HubSpot it will create the meeting event with notes and action items

  • Mark the meeting status as “complete”

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