FAQs - Hubspot CRM Integration

Why should I integrate with HubSpot?

Rafiki AI-HubSpot CRM integration allows your teams to see meetings in the context of Accounts and Deals that they are working on. This provides an integrated 360-degree view of the deal along the touchpoints that the Rep has had with the prospect, which is particularly important to track in long-running deals.

How does Rafiki AI integrate with HubSpot CRM?

Rafiki AI uses OAuth authentication to connect to HubSpot CRM. We do not store your HubSpot credentials.

What does Rafiki AI import from HubSpot CRM?

Rafiki AI imports accounts, opportunities, and contacts and associates them with the meetings. During initial integration, only objects modified in the last 30 days are synced. Subsequently, as objects are updated and saved in HubSpot, they are reflected in Rafiki AI.

IMPORTANT: Rafiki AI only syncs CRM objects that are owned by Rafiki AI users. Unassigned objects or objects that do not have an owner set up will NOT be synced. If the object owner is not a Rafiki AI user, the object will not be synced either.

How does Rafiki AI map meetings to the HubSpot Deal/Opportunity?

Rafiki AI maps meetings to the Deal based on the participants of the meeting. Find out more.

Does Rafiki AI push data to HubSpot?

Yes. Rafiki AI automatically associates meetings with the deal/opportunity based on the participants of the meeting. Rafiki AI generates an AI-powered Smart Call Summary and pushes it to the Deal in HubSpot CRM. Each update and submit of notes in the meeting view will add a new version of notes in HubSpot > Deals > Notes tab. Find out more.

What does Rafiki AI use the HubSpot data for?

Rafiki AI stores the data pulled from HubSpot CRM to analyze your meetings and touchpoints with your prospects to provide meaningful, actionable insights.