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HubSpot integration

ClarityLoop integrates with HubSpot to bring customer work into feedback, 1:1s, and OKRs. Connect your HubSpot portal and attach deal links to keep growth conversations tied to real customer impact.

What the HubSpot integration includes​

  1. Deal context capture

    • Attach HubSpot deal links to feedback, 1:1 agendas, or OKRs.
    • ClarityLoop pulls key deal details such as name, stage, amount, owner, and close date.

  2. Automatic updates

    • Deal changes and notes can sync into ClarityLoop as context updates.
    • Keeps customer impact visible as work progresses.

Installing the HubSpot integration​

đź“Ś Only workspace owners can install the HubSpot integration.

  1. Go to Workspace Settings > Integrations
  2. Find HubSpot and click Connect
  3. Authorize ClarityLoop in HubSpot to complete the OAuth flow

Once connected, ClarityLoop will only attach deals from the same HubSpot portal that was authorized.

How to use HubSpot with ClarityLoop​

  • Paste a HubSpot deal link anywhere ClarityLoop accepts context links.
  • ClarityLoop fetches the deal metadata and attaches it to feedback, 1:1s, and OKRs.
  • Use deal context to highlight customer impact in performance conversations.

FAQs​

Who can install the HubSpot integration?

Only workspace owners can install HubSpot for the workspace.

Can I connect multiple HubSpot portals?

Each ClarityLoop workspace connects to one HubSpot portal. If you use multiple portals, connect the one that matches the deals you want to track.

Why does a deal link show “integration not found”?

Make sure the deal belongs to the same HubSpot portal that was authorized during setup.

How do I uninstall the HubSpot integration?

Go to Workspace Settings > Integrations and remove HubSpot.

Next steps: