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You may need to adjust your HubSpot user role or permissions.",[500,615,617],{"id":616},"data-synchronization","Data Synchronization",[505,619,620],{},"Data syncs between the platform and HubSpot automatically every 2 hours.",[505,622,623],{},[516,624,625],{},"Imported Objects:",[505,627,628],{},"We import the following HubSpot objects, automatically resolving relationships between them:",[630,631,632,638,644,650],"ul",{},[512,633,634,637],{},[516,635,636],{},"Contact",": Syncs contacts matched by meeting participant email addresses, including name, phone, company, job title, and lifecycle stage",[512,639,640,643],{},[516,641,642],{},"Company",": Imports companies associated with your synced contacts",[512,645,646,649],{},[516,647,648],{},"Deal",": Imports open deals linked to your synced contacts, including deal name, stage, and pipeline",[512,651,652,655],{},[516,653,654],{},"Task",": Imports tasks associated with your synced contacts and deals",[551,657,658],{"type":553},[505,659,660,662],{},[516,661,558],{},": Contacts are imported based on meeting participant emails, so only contacts relevant to your meetings are synced — not your entire HubSpot database.",[500,664,666],{"id":665},"what-you-can-do-after-setup","What You Can Do After Setup",[505,668,669],{},"Once connected, EffiClose automatically enriches your HubSpot CRM with meeting intelligence:",[630,671,672,678,684,690,696],{},[512,673,674,677],{},[516,675,676],{},"Contact matching",": Meeting participants are automatically matched to existing HubSpot contacts by email. If no match is found, a new contact can be created with name, email, phone, company, job title, and lifecycle stage.",[512,679,680,683],{},[516,681,682],{},"Meeting notes",": After each meeting, a summary note is created and attached to the relevant contact. If the contact has an open deal, the note is attached to the deal as well.",[512,685,686,689],{},[516,687,688],{},"Action items as tasks",": Action items identified during meetings are created as HubSpot tasks with priority levels (High, Medium, Low) and due dates, linked to the relevant contact.",[512,691,692,695],{},[516,693,694],{},"Call logging",": Meetings are logged as calls in HubSpot with title, duration, summary, and recording link (when available), associated to participant contacts.",[512,697,698,701],{},[516,699,700],{},"Re-sync past meetings",": You can re-sync previously processed meetings to update HubSpot with the latest data.",[551,703,704],{"type":553},[505,705,706,708],{},[516,707,558],{},": HubSpot uses Contacts with lifecycle stages instead of separate Lead records. All meeting participants are matched or created as Contacts — you can manage their lifecycle stage directly in HubSpot.",[500,710,62],{"id":711},"troubleshooting",[505,713,714],{},[516,715,716],{},"Connection issues:",[630,718,719,722,725,728],{},[512,720,721],{},"Try disconnecting and reconnecting the integration",[512,723,724],{},"Ensure the HubSpot account you used to authorize has API access enabled",[512,726,727],{},"Check that your HubSpot portal allows third-party OAuth connections",[512,729,730],{},"A refresh token keeps the connection active — you should not need to re-authorize periodically",[505,732,733],{},[516,734,735],{},"Sync errors:",[630,737,738,741,744],{},[512,739,740],{},"Disconnect and reconnect the integration",[512,742,743],{},"Verify the authorized account has proper permissions for the synced objects",[512,745,746],{},"Review error messages in the integration status page",[505,748,749],{},[516,750,751],{},"Permission issues:",[630,753,754,757,760],{},[512,755,756],{},"Ensure the authorized account has access to the required objects (Contact, Company, Deal, Task)",[512,758,759],{},"Check HubSpot user roles and permission sets",[512,761,762],{},"If the setup wizard test record step fails, the account may be missing create permissions",{"title":764,"searchDepth":765,"depth":765,"links":766},"",2,[],"HubSpot OAuth connection, Contact/Company/Deal/Task sync, meeting notes and call logging.","md",{"date":770},"2026-04-01",true,{"title":172,"description":767},{"loc":173},"_HO07AcszxuRBvIfqw0eUdRGeQ-DLJfAJWjxC81ZG8Q",[776,778],{"title":168,"path":169,"stem":170,"description":777,"children":-1},"Salesforce OAuth connection, Contact/Lead/Account/Opportunity/Task sync, data synchronization.",{"title":176,"path":177,"stem":178,"description":779,"children":-1},"Pipedrive OAuth connection, Person/Organization/Deal sync, meeting notes and call logging.",1775034799295]