Integration

Integration

Integration

HubSpot for calcutating your ROIs and annotating Sales Intelligence

  • Add insights to deal records

  • Add insights to deal records

  • Add insights to deal records

  • Enrich contacts with competitive positioning

  • Enrich contacts with competitive positioning

  • Enrich contacts with competitive positioning

  • Sync competitive data in real-time

  • Sync competitive data in real-time

  • Sync competitive data in real-time

Step 1

Step 1

Step 1

Connect HubSpot

Connect HubSpot

  1. Log into Steve at https://app.hiresteve.ai

  2. Navigate to SettingsIntegrations tab

  3. Find the HubSpot card and click Connect to HubSpot

  4. You'll be redirected to HubSpot's authorization page

Step 2

Step 2

Step 2

Authorize Permissions

Authorize Permissions

  1. Select your HubSpot account from the dropdown

  2. Review the requested permissions:

    • Read and write deals, contacts, and companies

    • Read custom objects and properties

    • Create and update notes and activities

    • Access to CRM timeline events

  3. Click Grant Access

  4. You'll be redirected back to Steve with a success confirmation

Step 3

Step 3

Step 3

Configure Sync Settings

Configure Sync Settings

  1. Field Mapping:

    • Map Steve's competitive data to HubSpot properties

    • Default mappings are pre-configured but can be customized

  2. Click Save Settings to activate the integration

Got queries?

Schedule a meeting below, or mail us at tech@hiresteve.ai

© 2025 – Trissino Inc.

© 2025 – Trissino Inc.

© 2025 – Trissino Inc.