Overview
The HubSpot integration connects Four/Four directly to your HubSpot CRM, making it easy to bring in key customer, sales, deal, and support data for analysis. Setup is simple with a one-click process via Four/Four's settings menu, supporting both HubSpot CRM and Service Hub.
Who this is for
HubSpot integration is designed for Product Managers, Revenue Operations, Sales, Customer Success, and Support teams. If HubSpot is your main CRM or service platform, this integration helps tie customer feedback, product conversations, and commercial context together.
What you can do with the HubSpot integration
Pull company, contact, and deal data from HubSpot CRM to enable commercial analysis of your customer insights.
Import Service Hub data, like tickets and related information, for deep insight extraction and user research on user cases.
CRM products and line items are imported, letting you break down insights by product or commercial line.
Import data from custom objects: create a HubSpot List attached to your custom object and Four/Four will create insights from the objects in that list.
If using the Four/Four notetaker, every meeting recorded will create a call record in HubSpot, attached to the relevant company, deal, and contact.
How it works
Setup is one-click via the Four/Four app’s connections screen — just select HubSpot and connect.
Four/Four pulls company, contact, deal, ticket, product, line item, and currency data directly from HubSpot.
Custom objects are imported via HubSpot Lists configured by the user.
Standard data sync from HubSpot happens every 5 minutes; custom object lists are refreshed every 24 hours.
Embedded HubSpot app: Available with a separate license, lets you view Four/Four interfaces (like conversations and insights) directly inside HubSpot linked to companies, deals, and contacts.
When meetings are recorded using Four/Four's notetaker, a HubSpot Call record is created and attached to the proper objects for tracking.
Before you start
To use the HubSpot integration, you’ll need:
A Four/Four licence that covers CRM integrations
HubSpot CRM access with permission to connect integrations
For custom object support, set up a HubSpot List referencing that custom object for Four/Four to pull from
Common use cases
View customer conversations and insights linked to companies, deals, and contacts directly in HubSpot, no switching tools required.
Connect product feedback to deal, support ticket, and commercial data for product and revenue analysis.
Pull custom object data from HubSpot for segmentation or custom workflows, using Lists as the source.
Automatically log meeting records (calls) on HubSpot objects whenever the Four/Four note taker is used, giving Sales and Support teams easy traceability.
FAQs
Which HubSpot objects are supported?
Four/Four integrates with company, contact, deal, product, line item, currency (multi-currency enabled), tickets, and custom objects (via HubSpot Lists).
How do custom objects work?
Set up a List in HubSpot referencing your custom object, then you can configure the import in the Four/Four CRM settings page for HubSpot. The custom object must have a single text field representing the 'content' of the object that Four/Four will convert into insights.
Is the connection secure?
Yes, all connections are API-based and require proper authentication through HubSpot’s standard integration flow.
Does Four/Four write data back to HubSpot?
When using the Four/Four note taker, Four/Four creates a Call record linked to the relevant HubSpot objects (company, deal, contact). Four/Four does not otherwise edit or overwrite existing HubSpot data.
Can I see Four/Four information inside HubSpot?
Yes, with the embedded app (separately licensed), Four/Four interfaces for conversations and insights are visible within HubSpot, linked directly to CRM objects.
How often does Four/Four update HubSpot data?
Standard sync is every 5 minutes. Custom objects are imported every 24 hours.
Does the integration work if we use multi-currency?
Yes, multi-currency HubSpot data will be imported when enabled.
Is Service Hub required?
No, Service Hub integration is optional; standard integration works with out-of-the-box CRM objects.