Ramatkal
Open App

HubSpot CRM Integration Guide

Last Updated: November 2026

1. Overview

The Ramatkal HubSpot CRM integration automatically bridges executive conversations, client meetings, and sales debriefs into actionable HubSpot CRM records.

  • Automatic Contact Creation & Smart Resolution: Identifies meeting participants and links discussions to existing contacts or provisions new records without creating duplicates.
  • HubSpot v3 Note Associations: Generates formatted executive meeting briefs, summaries, and stage updates, attaching them directly to Contact timelines via association type 202.
  • Action Items & Commitments: Captures agreed next steps, follow-ups, and deal values from audio intelligence for seamless CRM visibility.

2. Step-by-Step Setup Guide

Generate a Private App Access Token inside your HubSpot account:

  1. Log in to your HubSpot portal as an account administrator.
  2. Navigate to Settings (⚙️) → Integrations → Private Apps.
  3. Click Create a private app and enter a name (e.g., Ramatkal CRM Sync).
  4. In the Scopes tab, grant the following standard CRM permissions:
    • crm.objects.contacts.read & crm.objects.contacts.write (governs both contacts and note engagements)
    • (Optional) crm.objects.deals.read & crm.objects.deals.write (for deal associations)
  5. Click Create app, confirm, and copy the generated pat-... token.
  6. In Ramatkal Web, open 🔌 Integrations → + Configure → HubSpot CRM:
    • Private App Token: Paste your copied pat-... token.
    • (Optional) Enable Auto-Push after AI analysis for hands-free synchronization.

3. Verifying and Testing

  • Test Connection: Click ⚡ Test Connection to immediately validate your token permissions against /crm/v3/objects/contacts.
  • Auto-Push: When enabled, Ramatkal dispatches AI notes and contact associations as soon as meeting processing completes.
  • Manual Push: Click 🚀 Push to CRM directly in the meeting brief modal to send updates on demand.

4. Security & Data Privacy

Enterprise confidentiality and data protection standards are enforced at every layer:

  • Encrypted Storage: Access tokens are encrypted at rest with AES-256 before database storage.
  • Zero AI Model Training: Audio recordings, transcripts, and contact records are never retained for model fine-tuning or training.
  • Immediate Revocation: Revoke the Private App token anytime from HubSpot Settings to disable access instantly.